Insights Dashboards — Clinical Efficiency
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The Insights Dashboards provide metrics, charts, tables, and tips to help improve practice revenue cycle performance, clinical efficiency, and patient engagement.
Clinical Efficiency
Monitor provider and staff efficiency across key clinical metrics.
From the Clinical Efficiency landing page, you can access these dashboards:
- Provider Time — Track how individual providers (especially high-volume providers) distribute work between business and non-business hours.
- Encounters — Track encounter closure, documentation time, in-visit activity, and feature usage to improve efficiency, support timely billing, and reduce provider workload.
- Inbox Tasks — Monitor open task volume and provider response times to support timely patient follow-up, improves operational efficiency, and minimizes risk from delayed or overlooked work.
- Referrals — Monitor inbound referral volume, referral types, network distribution, and inactive referring providers to identify trends, spot engagement gaps, and support targeted outreach.
On the Main Menu, click Reports. Under INSIGHTS DASHBOARDS, click Clinical Efficiency.
To access the Insights Dashboards, you must have specific required permissions. See the Insights Dashboards > User access and permissions O-help article section for details.
For key features of the Insights Dashboards, see the Insights Dashboards > Key features O-help article section for details.
To view metric definitions on a dashboard, hover over the metric names in the Breakdown table (if available).
Track how individual providers (especially high-volume providers) distribute work between business and non-business hours.
| Provider Time | ||
|---|---|---|
| Section | Metric | Definition |
| Provider Business Hours Rate | Provider Business Hours Rate |
The percentage of time spent by a provider actively working in Encounters, Order Groups, Inbox Documents, or Charts during business hours. |
Track encounter closure, documentation time, in-visit activity, and feature usage to improve efficiency, support timely billing, and reduce provider workload.
| Encounters | |||
|---|---|---|---|
| Section | Metric | Definition | |
| Same Day Encounter Close Rate | Same Day Encounter Close Rate | The percentage of encounters that were closed on the same day as the encounter date. | |
| Average Documentation Time | Average Documentation Time (Mins) |
The average minutes spent by the rendering provider actively working in the Exam during or after the patient visit, per encounter. Limited to closed encounters. |
|
Monitor open task volume and provider response times to support timely patient follow-up, improves operational efficiency, and minimizes risk from delayed or overlooked work.
| Inbox Tasks | ||
|---|---|---|
| Section | Metric | Definition |
| Current Open Task Count | Inbox Open Task Count |
The number of tasks currently open in the Clinical Inbox. |
| Monthly Lag to First Patient Response | Average Lag to First Patient Response |
The average number of days it takes for a patient case to first be responded to or closed. |
| Referrals | |||
|---|---|---|---|
| Tab | Section | Metric | Definition |
| Outbound Referrals | Keep Rate | Keep Rate | The percentage of outbound referrals sent to your local network. |