Kipu BI: Referral Tracking

  • Updated

The Yearly Referral Tracking BI Dashboard provides an in-depth analysis of referral sources and patient admissions across various facilities, displaying data year-to-date from the current date. This interactive tool allows users to monitor and evaluate referral trends, patient admissions, and organizational performance on a monthly basis, with data reflecting the past year up to the current date.

Note
The data refresh process for BI analytics will occur every 5 hours.

Requirements

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

  • Navigate to Analytics > Kipu BI > Referral Tracking.

With Outbound Tab

*This particular tab displays both Inbound & Outbound Referral data tied to referral sources in the Kipu CRM.

Filter Controls

For a complete breakdown of the available filters present on this dashboard, please see below.

  • The following filter controls are available for your use in the Referral Tracking Dashboard:
    • Facility: Designate a specific facility for referral reporting examination.
    • Referral Source Group: Used to specify a particular referral source group for analysis.
    • Referral Source: Used to filter referral data based on specific referral source accounts.
    • Date of Contact: Used to filter referral data based on the date of contact documented on the treatment opportunity.
    • Tags: Filter reporting based on the referred-through tag present on the referred-through record.
    • Is Preferred: Restrict the dashboard to only display referrals from preferred or non-preferred 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).
    • Organization Type: Filter reporting based on the specific organization type tied to the referral source.
    • Time Zone: Designate a specific timezone for the system to adhere to for all date/time values presented in the dashboard.

Visualizations

Important
Drill-down functionality is available for all users by simply clicking on any elements present in the reporting widgets.

  • Yearly Referral Tracking: This widget provides a comprehensive year-to-date overview of inbound and outbound referral data, segmented by month, and includes total statistics for each account.
    • Att - The total number of referrals received from the referral source account in the given month.
    • Adm - The total number of admits from referrals sent by the referral source account in the given month.
    • OB - The total number of outbound referrals that your organization has sent to the referral source account in the given month.
    • % - Calculated by dividing the total number of referrals by the total number of admits in the given month for the referral source account.
  • Patient Detail: This table provides a detailed breakdown of all referral-related data corresponding to the filters set on the dashboard.

Inbound Only Tab

*This particular tab displays only Inbound Referral data tied to referral sources in the Kipu CRM.

For a complete breakdown of the available filters present on this dashboard, please see below.

  • The following filter controls are available for your use in the Referral Tracking Dashboard:
    • Facility: Designate a specific facility for referral reporting examination.
    • Referral Source Group: Used to specify a particular referral source group for analysis.
    • Referral Source: Used to filter referral data based on specific referral source accounts.
    • Date of Contact: Used to filter referral data based on the date of contact documented on the treatment opportunity.
    • Tags: Filter reporting based on the referred-through tag present on the referred-through record.
    • Is Preferred: Restrict the dashboard to only display referrals from preferred or non-preferred 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).
    • Organization Type: Filter reporting based on the specific organization type tied to the referral source.
    • Time Zone: Designate a specific timezone for the system to adhere to for all date/time values presented in the dashboard.

Visualizations

  • Yearly Referral Tracking: This widget provides a comprehensive year-to-date overview of inbound and outbound referral data, segmented by month, and includes total statistics for each account.
    • Att - The total number of referrals received from the referral source account in the given month.
    • Adm - The total number of admits from referrals sent by the referral source account in the given month.
    • % - Calculated by dividing the total number of referrals by the total number of admits in the given month for the referral source account.
  • Patient Detail: This table provides a detailed breakdown of all referral-related data corresponding to the filters set on the dashboard.

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