Financial Dashboards

Version 20.14
This is a contracted feature available to OP Cloud Practices. Contact your Client Account Manager for more information.

About Financial Dashboards (Financial Analytics)

Path: Tools tab > Financial Analytics button

The Financial Dashboards (Analytics) window is used to access a specific set of Financial Analytic reports that are represented by different types of graphs. Each report can be drilled down several levels to further explore the details of the data.

Financial Dashboards Map

Number
Section
Description

1

Dashboard drop-down

This drop-down is used to select the report you would like to display.

2

Date Range

Most reports include Date Range radio button options, where you can choose to view data for the quarter, the year, or enter a custom date range.

3Provider and Location selectorsThe Provider and Location selectors are used to determine the data that will be displayed. Each drop-down displays a list of options to include with a corresponding checkbox so that multiple Providers and/or Locations can be selected. By default, All is selected for both report parameters.
4
Report PanelsThe Report panels vary according to the report selected in the Dashboard drop-down. Each report can be drilled down by hovering over the different graph pieces or points and clicking to access the information. For a list of available reports and more information on each, see OP Financial Analytics.
Version 20.13
This content is intended for use by OP RCM Clients only.

About Financial Dashboards

Path: Tools tab > Financial Dashboards button

The Financial Dashboards window is used to access a specific set of financial reports represented in a dashboard format and utilizing different types of graphs. Each dashboard can be drilled down several levels to further explore the details of the data.

Financial Dashboards Map

Number
Section
Description

1

Dashboard drop-down

This drop-down is used to select the Dashboard you would like to display.

2

Date Range

Most dashboards include Date Range radio button options, where you can choose to view data for the quarter, the year, or enter a custom date range.

3Provider and Location selectorsThe Provider and Location selectors are used to determine the data that will be displayed. Each drop-down displays a list of options to include with a corresponding checkbox so that multiple Providers and/or Locations can be selected. By default, All is selected for both report parameters.
4
Dashboard ReportsThe Dashboard Reports vary according to the Dashboard selected in the Dashboard drop-down. Each report can be drilled down by hovering over the different graph pieces or points and clicking to access the information. For a list of available dashboards and more information on each, see OP Financial Dashboards.