Analytics Dashboard & Clinical Insights

Your EHR tells you what happened last month. OrbDoc shows you what’s happening right now.

See which providers finish notes same-day and which chart until midnight. Spot coding patterns that cost you $50K annually. Find quality measure gaps before submission deadlines. All in real-time, not quarterly retrospectives.

The Analytics Dashboard tracks documentation time, billing capture, quality measures, and after-hours burden. Fix problems this week, not next quarter.

Provider Productivity Analytics

You suspect some providers chart until midnight while others leave on time. Burnout complaints are increasing. Two physicians left last year citing documentation burden. But you don’t know who’s struggling or why.

The dashboard shows you exactly who finishes notes same-day and who burns out documenting. Fix the problem this week, not after the next resignation letter.

Documentation Time: Who’s Drowning

Track every minute spent on documentation, broken down by encounter type and completion stage. See active charting time versus total chart-open time. Understand the difference between focused work and interrupted chaos.

Heat maps show when providers actually document. Some finish during clinic hours. Others chart from 8pm to midnight every night. Weekend sessions appear in red. The pattern is obvious once you see it.

Time-to-completion metrics flag encounters lingering in draft status. One provider finishes notes within hours. Another leaves them open for days. You thought everyone was working efficiently. Now you know who needs help.

Example: Your family medicine department shows 45 minutes average after-hours charting per provider. Except three physicians average 90 minutes while two average 15 minutes. The struggling three get scribe services this month. Burnout prevented.

Patient Throughput: Who’s Actually Productive

Patient counts don’t tell the full story. One provider sees 18 patients daily at level 2 complexity. Another sees 12 patients at level 4-5 complexity. Who’s more productive?

The dashboard calculates encounters per hour adjusted for visit complexity. Compare individual providers against department averages and specialty norms. Account for case mix differences. Get fair productivity benchmarks.

Schedule utilization reveals gaps between booked capacity and actual volume. Track no-shows, cancellations, and add-ons. See which providers maximize clinical time and which lose hours to schedule inefficiency.

Example: Your orthopedic surgeon appears less productive than colleagues until you adjust for surgical complexity. Turns out they handle the most complex cases efficiently while others avoid difficult patients. Different support strategy needed.

After-Hours Burden: The Burnout Metric

Providers complete work after clinic ends. Evenings. Weekends. Holidays. Your EHR doesn’t track this. OrbDoc does.

See exactly how much documentation happens outside scheduled hours. Track week-over-week trends. Sudden spikes indicate system problems or staffing issues. Sustained high levels mean burnout is coming.

Provider-level comparisons identify who’s drowning. Rather than waiting for resignation letters, you intervene early. Scribe services. Template optimization. Workload adjustment. Fix it before they quit.

Example: Twenty percent of your physicians do sixty percent of after-hours charting. Not a system-wide problem. A targeted one. Those five providers get immediate support. The other twenty are fine.

Efficiency Trends: Learning Curves and Decline

New providers show predictable learning curves as they master workflows. Experienced providers sometimes decline as they accumulate administrative responsibilities. The dashboard quantifies both patterns.

Seasonal variations affect productivity. Flu season. Summer vacations. Year-end holidays. Understand these patterns instead of panicking when December efficiency drops. Adjust benchmarks seasonally.

Template adoption tracking shows which tools accelerate documentation and which create bottlenecks. High-performing providers share their customizations. Innovation spreads across the practice.

Billing and Revenue Metrics

Documentation drives revenue. But most practices can’t see the connection until the quarterly billing analysis arrives. Three months too late to fix anything.

The dashboard shows you coding patterns in real-time. Spot under-documentation losing $50K annually. See over-documentation creating audit risk. Fix it this week.

Code Distribution: Audit Risk Patterns

Your E/M codes should form a bell curve. Skewed toward lower levels means under-coding and lost revenue. Skewed toward higher levels means audit risk.

The dashboard visualizes code distribution by provider. One physician codes 68% level 4 visits. Another codes 31% level 4 visits in the same specialty. Either case mix differs dramatically or someone’s coding wrong.

Comparative analysis benchmarks against specialty norms. Significant deviations trigger alerts. Account for case mix differences. Get fair comparisons before jumping to conclusions.

Example: Your primary care physicians range from 31% to 68% level 4 coding. Turns out the low coders see similar complexity but under-document medical decision-making. Focused education fixes it. Annual revenue increases $425K from accurate coding of actual complexity.

E/M Level Trends: Drift Detection

Coding patterns shift gradually. Documentation gets sloppy. Providers cut corners. By the time quarterly reports arrive, three months of under-coding already happened.

Month-over-month tracking reveals drift before it costs serious money. New procedure documentation lacking support. New patient ratios changing unexpectedly. Catch it early.

Example: One provider’s level 4 percentage dropped from 58% to 42% over three months. Template change removed medical decision-making prompts. Fixed immediately instead of losing another three months of revenue.

Charge Capture: Stop Losing Money

Documentation complete but no charges submitted. Separately billable services documented but not charged. Billing deadlines expiring. Your EHR won’t tell you. OrbDoc will.

Real-time monitoring tracks the journey from encounter to submitted claim. Flags charges sitting unsubmitted beyond standard timeframes. Automated alerts prompt submission before deadlines expire.

Service bundling analysis identifies documented services that should be billed separately but aren’t. The system learns patterns and predicts unbilled services. Revenue leakage stops.

Example: Your urgent care documents laceration repairs but frequently forgets to bill for supplies and extended time. Dashboard flags it. Systematic billing education and template prompts fix it. $18K recovered annually from services already delivered.

RVU Tracking: Fair Productivity Measurement

Patient counts don’t compare across specialties. One dermatology visit isn’t equivalent to one ICU admission. Relative Value Units standardize productivity measurement.

Track work RVUs, practice expense RVUs, and total production. Compare across specialties fairly. Account for clinical time allocation, administrative responsibilities, teaching duties. Get objective performance evaluation.

Department-level RVU production informs strategic planning. Service line growth decisions. Staffing needs. Resource allocation. Data-informed decisions replace guesswork.

Denial Patterns: Root Cause Analysis

Claim denials aren’t random. Systematic issues in documentation or coding trigger rejections. The dashboard categorizes denials by reason code, payer, provider, and service type. Root causes become obvious.

Medical necessity denials cluster around inadequate documentation. Authorization denials indicate workflow problems. Provider-specific patterns reveal education needs. Fix root causes instead of fighting individual denials.

Example: One payer denies 40% of your physical therapy claims for medical necessity. Documentation doesn’t explain why therapy is needed. Template enhancement prompts clinical rationale. Denial rate drops to 12%.

Clinical Quality Indicators

Revenue matters. Quality matters more. The dashboard tracks documentation completeness, quality measure capture, and compliance requirements. Meet regulatory standards while improving care.

Documentation Completeness: Audit Readiness

Every encounter gets scored against documentation standards. Chief complaint, HPI, review of systems, physical exam, medical decision-making, assessment, plan. Missing elements lower the score and trigger prompts.

Template-specific tracking reveals which tools produce complete notes and which leave gaps. High-performing templates spread across the practice. Poor templates get fixed or retired.

Provider-level trends identify coaching needs. Targeted improvement on specific weaknesses beats generic education campaigns.

Quality Measures: Gap Closure Before Deadlines

Quarterly retrospectives find quality measure gaps after reporting deadlines pass. Real-time tracking finds them while you can still fix them.

Monitor eligible encounters for blood pressure control, diabetes management, preventive services, medication reconciliation. Identify patients needing services before submission deadlines arrive.

Proactive outreach schedules needed services or documents existing care. Quality scores improve while actual care delivery improves.

Example: Your practice went from 42nd percentile to 71st percentile quality performance in six months. Not because care improved—because you documented care already being delivered. Value-based payments increased $520K.

Compliance Tracking: Prevent Audit Findings

Regulatory requirements demand specific documentation elements. Medical necessity justification. Risk adjustment accuracy. Consent forms. Provider signatures. Your EHR doesn’t check. OrbDoc does.

Flag encounters with audit risk from missing or inadequate documentation. Proactive remediation reduces vulnerability. Unsigned notes get caught before claim submission. Cosignature requirements for trainees tracked automatically.

Risk Adjustment: HCC Capture

Medicare Advantage and other risk-adjusted populations require annual condition documentation. Chronic diseases diagnosed last year need documentation this year. Miss it and lose risk adjustment payments.

The dashboard compares current-year diagnoses against prior-year conditions. Identifies missing chronic disease documentation. Comprehensive problem list documentation ensures appropriate payments.

Provider-level HCC capture rates reveal systematic differences. Some providers document all active conditions at every encounter. Others focus only on the presenting complaint. The financial impact is quantified.

Example: Your practice improved HCC capture from 72% to 91% after implementing dashboard tracking. Risk adjustment revenue increased $380K annually. Same patients, same care, better documentation.

Case Study: Regional Medical Group Results

Midwest Regional Medical Group implemented the Analytics Dashboard in January 2024. 75 providers across multiple specialties. Three immediate problems: burnout from documentation burden, coding variation, inconsistent quality performance.

Baseline Problems

Average after-hours documentation: 45 minutes per provider per day. Weekend charting common. Two recent physician departures citing documentation burden. No visibility into who struggled most.

E/M coding ranged from 31% to 68% level 4 visits among primary care physicians in the same practice. Either case mix varied impossibly or coding practices were inconsistent. No way to tell which.

Quality measure performance at 42nd percentile nationally. Value-based payments at risk ($840K annually). Quarterly reporting meant problems discovered months too late.

What the Dashboard Revealed

Twenty percent of physicians did sixty percent of after-hours charting. Not a system problem. A targeted problem. Those struggling providers got scribe services and template optimization immediately.

Low-coding providers saw similar case mix complexity as high-coding colleagues but under-documented medical decision-making. Focused education on complexity documentation plus template enhancements supporting higher-level codes when appropriate.

Quality measure gap lists showed specific patients needing preventive services. Care coordinators worked through lists systematically. Monthly tracking showed steady improvement.

Results After Six Months

After-hours documentation time decreased 38%. High-performing provider workflows analyzed and disseminated. Struggling providers improved 50%+ with targeted support.

Average E/M level rose from 3.72 to 3.89. Additional $425K annual revenue from accurate coding of actual complexity. Documentation completeness scores improved simultaneously. External coding audit accuracy increased from 87% to 94%.

Quality measure performance reached 71st percentile. Maximum value-based payment incentives achieved: $840K vs. $320K prior year. Actual patient care delivery improved through systematic gap closure.

Culture Change

Real-time data replaced quarterly retrospection. Problems identified and addressed within days instead of months. Small issues prevented from becoming major challenges.

Provider engagement increased when physicians saw their own metrics in context with de-identified peer benchmarks. Transparency appreciated. Friendly competition emerged. Self-improvement without feeling criticized.

Leadership decisions shifted from intuition-based to data-informed. Investments in scribe services, template development, workflow redesign targeted to demonstrated need. ROI measured objectively.

Custom Reports and Dashboards

Pre-configured analytics address common needs. Your practice operates differently. Configure analytics matching your specific priorities and operational needs.

Build Your Own Views

Drag-and-drop report builders select metrics, apply filters, choose visualizations, arrange layouts. No technical expertise required. Start with templates. Customize fully.

Metric library provides hundreds of pre-calculated measures spanning productivity, revenue, quality, compliance. Select relevant metrics for your needs. Focused dashboards surface actionable information without overwhelming irrelevant data.

Visualization options include line graphs for trends, bar charts for comparisons, heat maps for patterns, pie charts for distributions. Appropriate visualization enhances comprehension.

Department-Specific Analytics

Primary care emphasizes quality measures, chronic disease management, preventive services. Metrics critical to value-based payment programs.

Specialty departments focus on procedure documentation, surgical time utilization, diagnostic accuracy. Orthopedics tracks surgical documentation and post-op follow-up. Cardiology monitors diagnostic test integration and cardiac risk documentation.

Emergency department analytics emphasize throughput, documentation completion time, critical decision-making, high-intensity billing accuracy. Real-time tracking enables shift supervisors to identify bottlenecks and intervene immediately.

Benchmarking and Comparison

Internal benchmarking compares providers against department and practice averages. Identifies outliers in both directions. High performers’ strategies studied and disseminated. Struggling providers receive support. Fair comparisons account for case mix and context.

External benchmarking compares against specialty-specific national standards. MGMA, AMGA, specialty societies. Understand whether performance reflects internal issues or industry patterns.

Trend benchmarking compares current performance against historical baselines. Reveals improvement, decline, or stability. Even high performers benefit from understanding trajectories. Declining trends warrant investigation before becoming problems.

Alerts and Notifications

Custom alert thresholds notify when metrics exceed or fall below specified levels. Define what constitutes concerning variance. Alerts indicate actionable situations, not normal fluctuations. Prevent alert fatigue.

Multi-channel notifications: email for non-urgent issues, SMS for time-sensitive situations, in-dashboard for routine attention. Appropriate channels ensure urgent issues get immediate attention without unnecessary interruptions.

Escalation rules define what happens when alerts aren’t acknowledged. Unaddressed billing issues escalate from staff to supervisors to administrators on defined schedules. Critical issues don’t get overlooked.

Data Export and Business Intelligence Integration

The dashboard provides powerful native analytics. Many organizations maintain existing business intelligence ecosystems. Export options and integration capabilities ensure OrbDoc enhances existing infrastructure.

CSV and Excel Export

One-click export generates formatted spreadsheets containing detailed data behind any view. Export complete datasets for offline analysis, regulatory reporting, presentation creation.

Scheduled exports email reports automatically on daily, weekly, monthly schedules. Stakeholders receive current data without manual intervention.

Export templates maintain consistent formatting for recurring reports. Board presentations. Regulatory submissions. Department meetings. Generate automatically with consistent structure.

API Access for Advanced Integration

RESTful API endpoints provide programmatic access to all analytics data. Integration with custom applications, business intelligence platforms, enterprise data warehouses. Authentication, authorization, audit trails maintained.

Real-time data access enables external systems to query current metrics on demand. Operational dashboards combining OrbDoc analytics with other data sources. Comprehensive visibility.

Webhook notifications push updates when significant events occur. Event-driven integration architectures. Critical metric thresholds trigger alerts in practice management systems, executive dashboards, communication platforms.

Power BI and Tableau Integration

Pre-built connectors enable one-click integration with existing analytics infrastructure. Organizations using Power BI or Tableau incorporate OrbDoc analytics without custom development. Data refreshes automatically.

Custom data models optimize structure for dimensional analysis. Star schema designs with fact and dimension tables. Efficient queries and flexible analysis. Complex analyses practical.

Shared semantic layers ensure consistent metric definitions across platforms. Revenue per encounter means the same thing everywhere. No confusion from inconsistent calculations. Increased trust in analytics.

Data Warehouse Integration

ETL pipelines move analytics data into enterprise data warehouses. Combined with financial systems, patient satisfaction, human resources, other organizational data. Comprehensive datasets enable analyses impossible within single systems.

Historical data retention preserves analytics beyond native retention periods. Long-term trend analysis spanning years. Strategic planning. Improvement trajectories demonstrated.

Data governance frameworks maintain security, privacy, compliance controls. Role-based access. De-identification rules. Audit logging. HIPAA, HITECH compliance throughout data lifecycle.

Stop guessing. Start measuring.

The Analytics Dashboard shows you what’s working and what’s costing you money. See after-hours charting in real-time. Catch coding issues before audits. Close quality measure gaps before deadlines.

Small practices track individual provider productivity. Health systems monitor enterprise-wide billing and compliance. Start with basic time tracking. Add billing optimization when you’re ready. The dashboard grows with your needs.