Custom Tables

Here's a way to see a group of KPIs in a table format. 

Sometimes, providers, staff, and consultants want to see KPIs for the whole office or per provider in chart/table format rather than graph format.

Once you've created your custom dashboard, you will see three options for adding KPIs. Select "Add KPI Table."

A panel will open where you can name your table, select the time range, and select the provider type. Select Add KPI to open a search panel for the specific KPIs you want.  

Once you've selected your KPIs, the panel should look like this. You can then rearrange the KPIs or remove them. For the Service Code Count KPI, you must select the service codes you want to track in the drop-down next to it. 

Your table will be ready once you've made your choices and hit Save. If you have selected to aggregate this table by total, then it will look as such: 

You can aggregate the table by month if you'd like to view it monthly. You can also group this section by KPI or Provider.