The Business Development Analytics dashboard is a powerful tool designed to enhance your organization’s ability to track and analyze referral sources and treatment opportunities. This comprehensive dashboard provides valuable insights into patient admissions and the effectiveness of various referral sources, enabling data-driven decision-making.
Note:
The refresh process for the BI analytics will occur every 5 hours.
Important
The user Profile must have access to Referral Analytics.
Important
Please click here for guidance on obtaining access to Kipu BI reporting.
Accessing BI Report
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Navigate to Analytics > Kipu BI > BD Analytics.
Business Development Tab
*This tab only provides an analysis on referral sources that are tied to treatment opportunities. Historical records could show a period where there were no relationship managers associated. Therefore, referral sources with no referral data will not appear.
Filtering Results
For a complete breakdown of the available filters present on this dashboard, please see below.
- Referral Source: Used to filter referral data based on specific referral source accounts.
- Primary Relationship Manager: Examine referral data based on the specific primary relationship manager(s) tied to the referral source.
- Opportunity Create Date: Select the date range of opportunities you would like to analyze.
- Preferred: Restrict the dashboard to only display referrals from preferred or non-preferred referral source accounts.
- MR #: Filter the data based on the specific medical record numbers tied to the referral data.
- Time Zone: Designate a specific timezone for the system to adhere to for all date/time values presented in the dashboard.
Dashboard Glossary
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- Accounts Touched: This refers to the number of referral source records that are categorized under the specific Organization Type.
- Total Touches: This represents the total number of communication logs associated with the relevant referral sources.
- Accounts with Admissions: This is the number of referral source records that have at least one referral that resulted in an admission.
- Total Admissions: This indicates the total number of referrals successfully converted into an admission in a particular Organization Type.
- Touches Per Admission: This metric is calculated by dividing the Total Touches by the Total Admissions for a given Organization Type, providing insight into the average number of interactions needed to achieve an admission.
Visualizations
Important
Drill-down functionality is available for all users by simply clicking on any elements present in the reporting widgets.
- Referral Source Log & Opportunity Analysis: This widget provides a comprehensive overview of engagement with various organizations, highlighting key metrics such as the number of accounts touched, total admissions, and touches per admission. This tool enables users to evaluate the effectiveness of referral sources and identify opportunities for improvement in outreach and patient admissions.
- Referral Sources & Opportunities: This widget provides insights into the performance of various referral sources, displaying key metrics such as total admissions and touches per admission. This tool enables users to evaluate the effectiveness of different referral sources and understand the engagement level required for successful admissions.
- Referrals by Primary: This widget displays the total number of Opportunities associated to each Primary Relationship Manager present in your system.
- Referral Source Detail: This table highlights key data points related to Referral Sources in your Kipu CRM, providing a clear overview of important information for managing and tracking referral relationships effectively.
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Referral Source Detail with Comm Logs: This table offers detailed insights into Referral Sources, including all associated communication logs. It provides a comprehensive view of interactions and communications linked to each referral source, helping users manage and analyze referral activities more effectively.
Relationship Manager Tab
*This tab only provides analysis on referrals that are tied to treatment opportunities based on the assigned relationship managers.
Filtering Results
For a complete breakdown of the available filters present on this dashboard, please see below.
- Referral Source: Used to filter referral data based on specific referral source accounts.
- Primary Relationship Manager: Examine referral data based on specific primary relationship manager(s).
- Secondary Relationship Manager: Examine referral data based on specific secondary relationship manager(s).
- Preferred: Restrict the dashboard to only display referrals from preferred or non-preferred referral source accounts.
- MR #: Filter the data based on the specific medical record numbers tied to the referral data.
- Opportunity Create Date: Select the date range of opportunities you would like to analyze.
- Comm Log Create Date: Used to filter the data based on a particular time frame in which the referral source communication log was created.
- Time Zone: Designate a specific time zone for the system to adhere to for all date/time values presented in the dashboard.
Dashboard Glossary
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- Assigned Accounts: This is the number of referral sources that are assigned to the specific relationship manager.
- # of Comm Logs Created: This is the number of referral source communication logs that have been created by the relationship manager in their assigned accounts.
- Accounts with Admissions: This is the number of referral source records that have at least one referral that resulted in an admission.
- Total Admissions: This indicates the total number of referrals that have successfully converted into an admission in a particular Organization Type.
- Touches Per Admission: This metric is calculated by dividing the Total Touches by the Total Admissions for a given Organization Type, providing insight into the average number of interactions needed to achieve an admission.
Visualizations
- Primary Relationship Manager & Opportunity Analysis: This widget provides insights into the performance of individual primary relationship managers by displaying key metrics such as assigned accounts, the number of communication logs created, accounts with admissions, total admissions, and touches per admission. This tool allows users to evaluate each manager’s effectiveness in managing their accounts and driving patient admissions, fostering accountability and targeted improvements in relationship management strategies.
- Secondary Relationship Manager & Opportunity Analysis: This widget provides insights into the performance of individual secondary relationship managers by displaying key metrics such as assigned accounts, the number of communication logs created, accounts with admissions, total admissions, and touches per admission. This tool allows users to evaluate each manager’s effectiveness in managing their accounts and driving patient admissions, fostering accountability and targeted improvements in relationship management strategies.
- Count of Comm Logs Created by Primary Relationship Manager: This widget visually represents the volume of communication logs attributed to each primary relationship manager.
- Count of Comm Logs Created by Secondary Relationship Manager: This widget visually represents the volume of communication logs attributed to each secondary relationship manager.
- Referrals by Primary: This widget provides a detailed overview of the performance of each primary relationship manager, highlighting the number of opportunities and total admissions associated with their referrals.
- Referrals by Secondary: This widget provides a detailed overview of the performance of each secondary relationship manager, highlighting the number of opportunities and total admissions associated with their referrals.
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Referral Source & Relationship Manager Detail: This widget provides an in-depth view of referral sources, highlighting key details such as organization type, primary and secondary relationship managers, and communication logs. This tool enables users to track interactions and updates associated with each referral source, ensuring better management of relationships and insights into referral activities.
RS Communication Activity Tab
*This tab displays information relating to the referral source communication logs that have been documented in the system.
Filtering Results
For a complete breakdown of the available filters present on this dashboard, please see below.
- Referral Source: Used to filter referral data based on specific referral source accounts.
- Referral Classification: Used to filter the data based on the custom classification assigned to the referral source.
- Primary Relationship Manager: Examine referral data based on specific primary relationship manager(s).
- Log User: Used to filter the data based on the user that created the RS communication log record.
- Communication Method: Used to filter data based on the specific communication method that was documented on the RS communication log.
- RS Contact First Name: Used to filter the data based on the on the Referral Source Contact's First Name that is associated to the RS communication log.
- RS Contact Last Name: Used to filter the data based on the on the Referral Source Contact's Last Name that is associated to the RS communication log.
- Reason for Communication: Used to filter the data based on the specific reason for communication documented on the RS communication log.
- Contact Primary Relationship Manager: Used to filter the data based on the primary relationship manager tied to the RS Contact associated to the RS communication log.
- Contact Secondary Relationship Manager: Used to filter the data based on the secondary relationship manager tied to the RS Contact associated to the RS communication log.
- Organizational Contact: This filter allows you to narrow down the data based on whether the contact associated with the RS Communication Log is designated as the organizational contact.
- RS Primary Relationship Manager: This filter is used to refine the data based on the primary relationship manager associated with the account linked to the RS Communication Log.
- Time Zone: Designate a specific time zone for the system to adhere to for all date/time values presented in the dashboard.
Visualizations
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Referral Source Communication Activity: This widget provides a detailed overview of communication logs associated with various referral sources. It includes information such as the primary relationship manager, organization type, and log dates, allowing users to track interactions effectively.