Navigating the Provider Dashboard

Publish Date: 4/4/2024

Description

Overview: The Provider Dashboard is a dynamic tool introduced in Q1 of 2024 within HENO, designed to enhance the user experience and streamline workflows for healthcare providers.

Steps to Utilize the Provider Dashboard:

1. Accessing the Dashboard:

• Navigate to Document > Dashboard within the HENO platform.

2. Dashboard Options:

• Clinician Filter:
  • Choose from options such as the signed-in user, My Clinical Team, or All users.
  • My Clinical Team: Displays users where the signed-in user is listed as their "Clinical Director" under Admin -> Users -> Clinical Director.
  • All users: Requires the logged-in user to have the "EMR - Dashboard All users" privilege under Admin -> Users -> Privileges.
• Location:
  • Select a specific location or choose All locations.
• Dashboard Selection:
  • Choose between Main and Legacy dashboards.
    • Main: Introduced in Q1 of 2024, offering advanced features and functionalities.
    • Legacy: Dashboard used before the introduction of the Main dashboard.

3. Dashboard Metrics:

• Visits:
  • View visits for Last Week, This Week, Next Week, and 2 Weeks.
  • Monitor Cancels & No Shows with a graphical representation for the rolling month.
• Open Documents:
  • Track open Daily Notes, Evals, Progress Notes, Discharges, and Missing documents.
  • Filter by Last Week, This Week, Next Week, and 2 Weeks.
• Graduations:
  • Monitor recent patient graduations for Last Week, This Week, Next Week, and 2 Weeks.
• Missing In Schedule:
  • Identify follow-up visits, open documents, discharges, and active patients with missing schedules.
• Active Patients:
  • Access information about active patients and open orders.

Note: Parameters for location, clinician, etc., are not applicable for the Legacy Dashboard