MeasurePM has launched a Key Performance Indicator (KPI) dashboard, designed to meet all your organizational needs across a wide range of metrics!
Please see the KPI Dashboard Widget: Detailed Data Guide for an overview and considerations. The below guide illustrates each KPI in detail.
Operational Dashboard
Page Access: 
Overall Soap Note Submission
Permission:
Purpose: To view company, zone, or employee-wide submitted soap notes out of expected SOAP notes
Data: Overall Submission rate for date range and filters selected, for all zones combined, a breakdown of each zone, and a table below. The table shows each employee's submission percentage over the past four full months, ending with the month set in the end-date filter. Submission rate means the number of submitted soap notes for the provider, out of the total soap notes for billable service type appointments.
Billed & Scheduled Hours
Permission:
Purpose: To view past and expected billable service hours of company, zone, or employee wide, and compare it to the established goal
Data: Overall billable hours confirmed and rendered, with an aggregated goal for filtered selection, a breakdown of each zone, and a table below. The table shows each employee's confirmed and rendered billable hours over the past four full months, ending with the month set in the end-date filter. "Billed" refers to rendered billable hours, while "scheduled" refers to confirmed billable hours.
Goal Value: This Goal value in this widget requires setup in Employee Custom Properties.
The custom property control "KPIMonthlyTotalBillableHours" is designed to map to the KPI dashboard widget for "Goal", prorated to the number of days in the filtered date range.
To set this up, first establish the custom property control for the site with the desired name. Then, input values within the custom properties widget within employee profiles.
Overall Timesheet On Time
Permission:
Purpose: Tracking compliance with submitting timesheets on time, to prevent payroll and billing delays.
Data: Overall timesheet submission percentage, a breakdown of each zone, and a table below. The table shows if employee timesheets were on time or late over the past four completed pay periods, ending with the pay period related to the date set in the end-date filter. An N/A indicates that there were no appointments to submit during that pay period.
- On Time: At or before 11:59pm on the end date of the pay period
- Late: After 11:59pm on the end date of the pay period
Staff Cancellation Dashboard
Page Access:
Staff Cancellation
Purpose: To view cancellation rates for staff for billable service hours
Permission:
Data: The overall percent of canceled billable appointments, out of the total billable appointments per provider, as well as the percentage by zone, and by employee for the past four months, ending with the month set in the end-date filter.
Note: The appointment statuses that are considered "Cancelled" are as per your selections in in "Cancellation Status" dropdown.
On the table, you can toggle to view the raw count of cancelled appointments as per selected status.
Clients Most Often Cancelled on By Staff
Purpose: To easily identify clients that have had high percentages of staff cancellations, for next steps.
Permission:
Data: The visual lists clients with the percentage of selected cancellation type, for billable service appointments, ordered highest-to-lowest. The table shows clients and their cancellation percentage over the past four full months, ending with the month set in the end-date filter.
Note: The appointment statuses that are considered "Cancelled" are as per your selections in in "Cancellation Status" dropdown.
On the table, you can toggle to view the raw count of cancelled appointments as per selected status.
Client Cancellation Dashboard
Page Access:
Clients with the Highest Cancellation Rates (Funding Type: School) and Clients with the Highest Cancellation Rates (Funding Types: Insurance, Private Pay, Regional Center)
Purpose: To easily identify clients that have had high percentages of staff cancellations, for next steps. Each widget shows different funding source types to better point-point actionable information.
Permissions: 
Data: The visual lists clients with the percentage of selected cancellation for billable service appointments, ordered highest-to-lowest. The table shows clients and their staff cancellation percentage over the last four months, ending with the month selected in the filtered end-date.
Note: The appointment statuses that are considered "Cancelled" are as per your selections in in "Cancellation Status" dropdown.
On the table, you can toggle to view the raw count of cancelled appointments as per selected status.
Client Cancellation % (Zones)
Purpose: Compare zone-specific cancellation rates and identify trends
Permission:
Data: The graph depicts the site zones with the percentage of selected cancellations percentages for billable service appointments. The table shows each zone's cancellation percentage over the last four months, ending with the month selected in the filtered end-date.
Note: The appointment statuses that are considered "Cancelled" are as per your selections in in "Cancellation Status" dropdown.
On the table, you can toggle to view the raw count of cancelled appointments as per selected status.
Client Cancellation % (Managers)
Purpose: Compare manager-specific cancellation rates and identify trends
Permission:
Data: The graph depicts each manager with the percentage of selected cancellation percentages for billable service appointments on their associated caseload. The table shows each manager's caseload cancellation percentage over the last four months, ending with the month selected in the filtered end-date.
Note: The appointment statuses that are considered "Cancelled" are as per your selections in in "Cancellation Status" dropdown.
On the table, you can toggle to view the raw count of cancelled appointments as per selected status.
Authorization Dashboard
Page Access:
Weekly Authorization By Client, Monthly Authorization by Client and Bucket Authorization by Client
Purpose: Track the pacing of authorization utilization fulfillment for authorizations to identify client services that are currently or on track to be under served.
Permissions:
Data: The service per client will appear in one of the three widgets (Weekly, Monthly, or Bucket) based on if the authorization service frequency type established in the client's authorization. Authorizations established at a maximum per X Sessions are not displayed in any widget at this time. All units are converted into hours for KPI representation.
Data selections:
- Utilized: Total rendered billable hours for a given client's authorization service
- Authorized: Maximum hours established in the authorization (per frequency)
- Utilization %: Total rendered hours divided by the maximum hours established in the authorization (per frequency)
- Expected:
- Weekly: Maximum hours established in the authorization divided by 5, prorated to the current day of the week
- E.g. For a 30 hour authorization that resets weekly, on Monday the expected fulfillment will be 6 hours of expected rendered. On Tuesday it will be 12 hours of expected rendered, and on Friday it will be 30 hours of expected rendered. Otherwise, the client is not on track to receiving their full authorized service hours.
- Month: Maximum hours established in the authorization divided by the number of work-weekdays (M-F) that are in the current month, prorated to the current date. Site configured holidays are excluded.
- Bucket: Maximum hours established in the authorization divided by the number of weekdays within the total authorization period. Site configured holidays are excluded.
- Weekly: Maximum hours established in the authorization divided by 5, prorated to the current day of the week
- Expected %: Expected values divided by the maximum hours established in the authorization (per frequency)
The table represents each client's service with a detailed breakdown of relevant information.
Overall Utilization by Manager
Purpose: Track authorization utilization rates by manager's caseload to identify trends across managers.
Permission:
Data: The service per client that is assigned to the relevant manager's name will be combined into a bar to represent the total rendered hours divided by the total authorized hours. A separate bar is shown for weekly, monthly, or bucket authorization types. In the table below, will appear in one of the three widgets (Weekly, Monthly, or Bucket) based on if the authorization service frequency type established in the client's authorization. Authorizations established at a maximum per X Sessions are not displayed in any widget at this time. All units are converted into hours for KPI representation.
The table represents each client's service with a detailed breakdown of relevant information.
Administrative Dashboard
Page Access:
Billable Hours per Month
Purpose: View total rendered and scheduled billable service hours company-wide for month and identify view scheduled across current and upcoming months.
Permission:
Data: In the bar graph, the total rendered billable service hours are presented in blue, while total confirmed billable service hours are presented in orange, per the current month, next month, and 3 prior months. In the table, each employee's current confirmed billable hours and rendered billable hours are listed.
Billable Hours per Day
Purpose: View total rendered and scheduled billable service hours company-wide for the day and identify trends across days.
Permission:
Data: In the bar graph, the total rendered billable service hours are presented in blue, while total confirmed billable service hours are presented in orange, per current day, next day, and prior 3 days. In the table, each employee's current confirmed billable hours and rendered billable hours are listed.
Average Billable per Hours per Employee per Day
Purpose: Understanding on average, the billable hours of services that each employee or groups of employees provides across various frequencies (per day, pay period, month, quarter, or year), to monitor and maximize billable client service delivery per employee.
Permission:
Data: The number of rendered billable service hours conducted in the selected time interval are taken and divided by the number of employees that rendered them.
Average Billable Hour Projections
Purpose: Accurately project the number of billable hours of service that will be actualized at the end of the following months, by looking at the currently scheduled billable hours of services, and decreasing them by your company's past cancellation rates. Additionally, compare them to last year at the month's rendered billable hours.
Permission:
Data: The current and next 11 months are displayed in a bar graph. The light blue shows the total rendered billable service hours for the month. The light orange shows the total hours expected to be canceled by the end of that month. The dark orange shows the total hours expected to be rendered by the end of that month. When toggled to be displayed, the dark blue bars show the total rendered billable service hours for that month last year, for comparison.
The calculation for the light orange, how much will be canceled by the end of the month, depends on the following:
- Choices selected in Cancellation Status
- By default, the cancellation percentage will look at the cancellation statuses selected out of the total appointments for the site's prior 3 months. Alternatively, you can use the settings toggle on the widget to activate "Use Previous Year's Cancellation Data", and the calculation will be the selected cancellation statues out of the total appointments for that month in the previous year.
4-Month Variance in Projection
Purpose: Track the difference between the billable service hours your company is expecting to provide at the start of the month with what they actualize at the end of the month.
Permission:
Data: On the last day of the previous month, all confirmed hours for the following month are stored in MeasurePM's database, as "Projected hours". At the completion of the month, they are compared to Rendered hours, and the difference is calculated. The average represents the average difference across the prior 4 months.
