The Kipu BI - Assessment Analysis dashboard is a powerful tool designed to provide comprehensive analytics on assessments conducted in the Kipu CRM. This dashboard allows you to gain valuable insights into assessment trends, performance metrics, and overall data patterns, helping you to make informed decisions and optimize your assessment processes.
Important: The data refresh process for BI analytics will occur every 5 hours.
Requirements
The user profile must have access to prospect analytics.
Important: Please click here for guidance on obtaining access to Kipu BI reporting.
Accessing BI Report
- Navigate to Analytics > Kipu BI > Assessment Analysis.
Tx Opp & Assessments 2.0 Tab
Provides analytics on assessments associated with treatment opportunities.
Important: This reporting tab displays data solely from assessments linked to treatment opportunities.
Filter Controls
For a complete breakdown of the available filters present on this dashboard, please see below.
- Facility: Used to filter the data based on the Facility assigned to the patient record.
- Patient Name: Used to filter the data based on the Patient's name present on their chart.
- MR #: Used to filter the data based on the medical record numbers assigned to the patient record.
- Opportunity Create Date: Used to filter the data based on the creation date of the opportunity linked to the assessment.
- Actual Admit Date: Used to filter the data based on a specific admit date range tied to the opportunity linked to the assessment.
- Last Response Date: Used to filter the data based on the date in which the assessment response record was last updated/changed.
- Opportunity Status: Used to filter the data based on the specific status set on the opportunity linked to the assessment.
- Timezone: Designate a specific timezone for the system to adhere to for all date/time values presented in the dashboard.
Visualizations
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# of Answered Assessments: Shows the total count of assessments conducted in the specified time frame. Please note that this statistic only includes assessments linked to a treatment opportunity.
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# of Unique Opportunities: Displays the total count of distinct opportunities associated with the assessments performed in the system.
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Assessment Data: This table provides a detailed overview of all assessments conducted in the system, including information related to the associated treatment opportunities.
Responses Tab
Provides analytics regarding assessment responses for the last 90 days.
Important: This reporting tab will display data exclusively from assessments conducted in the last 90 days.
Filter Controls
For a complete breakdown of the available filters present on this dashboard, please see below.
- TimeZone: Designate a specific timezone for the system to adhere to for all date/time values presented in the dashboard.
- Field: Used to filter the data based on the specific field(s) present in one of the assessments.
- Create Date: Used to filter the data based on the date that the assessment was initially performed.
Visualizations
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Total # of Associated Assessment Responses: Shows the total count of assessments linked to a treatment opportunity in the specified time frame.
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# of Unique Patients with Associated Assessments: Shows the total count of distinct patients who have assessments linked to an opportunity on their file.
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# of Unique Opportunities with Associated Assessments: Displays the total count of distinct opportunities that have at least one associated assessment.
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Total # of Associated Assessment Responses by Assessment Name: Shows the total number of times each specific assessment has been linked to a treatment opportunity in the system.
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Assessment Response Details: Provides a detailed breakdown of assessment responses in the system. It displays fields, titles, and values associated with each assessment, along with the count of how many times each response has been recorded.
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Assessments by Patient: Displays the total number of assessments performed for each patient record in your CRM.
Data Tab
Filter Controls
For a complete breakdown of the available filters present on this dashboard, please see below.
- Facility: Used to filter the data based on the Facility assigned to the patient record.
- Patient Name: Used to filter the data based on the Patient's name present on their chart.
- MR #: Used to filter the data based on the medical record numbers assigned to the patient record.
- Opportunity Create Date: Used to filter the data based on the creation date of the opportunity linked to the assessment.
- Actual Admit Date: Used to filter the data based on a specific admit date range tied to the opportunity linked to the assessment.
- Latest Response Date: Used to filter the data based on the date in which the assessment response record was last updated/changed.
- Opportunity Status: Used to filter the data based on the specific status set on the opportunity linked to the assessment.
- TimeZone: Designate a specific timezone for the system to adhere to for all date/time values presented in the dashboard.
Visualizations
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Assessment Data: This table offers a detailed breakdown of assessments conducted for each patient, including key opportunity details and progress statistics. It provides users with valuable insights to drive informed decision-making in the system.