Insights Dashboards — Executive Summary
athenaCollector, athenaClinicals, athenaCommunicator
The Insights Dashboards provide metrics, charts, tables, and tips to help improve practice revenue cycle performance, clinical efficiency, and patient engagement.
Use the Insights Dashboards — Executive Summary to review a consolidated overview of key performance drivers at a glance.
On the Main Menu, click Reports. Under INSIGHTS DASHBOARDS, click Executive Summary.
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.
The Insights Dashboards provide metrics, charts, tables, and tips to help improve practice revenue cycle performance, clinical efficiency, and patient engagement.
Using the Insights Dashboards: Executive Summary, you can:
- Review a consolidated overview of key performance drivers at a glance
- View actionable and impactful insights and guidance within metric charts and graphs
Dashboard metrics are refreshed daily. The latest dashboard refresh date appears on each dashboard.
For key features of the Insights Dashboards, see the Insights Dashboards > Key features O-help article section for details.
Yes. A previous version of the Executive Summary dashboard was piloted with practices of 1-6 providers in the athenaOne Summer 2025 release and made available to all practices in the athenaOne Fall 2025 release.
This updated version of the dashboard is available to all practices.
Some of these metrics are available in existing dashboards and some are new.
Some of these metrics were also in the Monthly Performance Review dashboard, and some are new.
With the athenaOne Summer 2026 release, the Monthly Performance Review dashboard has been replaced with the Executive Summary dashboard.
All of the metrics that were in the Monthly Performance Review are available in the new suite of Insights Dashboards (but not all on the Executive Summary page).
| Section | Metric | Definition |
|---|---|---|
|
Total Collections |
Total Collections | Total collections, including those for Fee-for-Service (FFS) and Value-Based Care (VBC). |
|
Time to Revenue (Primary) |
Time to Revenue (Primary) |
Average number of calendar days between the date of service and when the claim is first closed for the primary payer. |
| Time to Bill (Primary) |
Average number of calendar days from the date of service to the first claim submission to the primary payer. |
|
| Time to Remit (Primary) |
Average number of calendar days between the claim submission and athenahealth receiving the first remittance for the primary payer. |
|
| Time to Close (Primary) |
Average number of calendar days between receiving the first remittance and closing the claim for the primary payer. |
|
|
Same Day Encounter Close Rate |
Same Day Encounter Close Rate |
Percentage of encounters that were first closed on the same day as the patient visit (the date of service). The denominator includes all encounters. |
| Patient Digital Engagement Index | Patient Digital Engagement Index | Overall PDEI score, a breakdown of factors that influence the score (Access to Care, Healthcare Finances, and Healthcare Information), and how this data has trended over time. |