In this article, you'll learn how to:
Important note: You must have full or limited access to view Scorecards. You can only view details from locations that you have access to.
For assistance with user permissions, please see our Permissions guide here.
Create a New Insurance Carriers Scorecard
Single locations: Click on the Dashboards icon in the left side menu and then click Scorecards
Multi-location or DSOs: Click on the DSO Dashboards icon, then click on Scorecards
To create a new scorecard from scratch, click on the blue + Create Scorecard button in the upper right corner
Enter the Scorecard name
Click on the Primary focus dropdown and choose Insurance Carriers. Then click, Create Scorecard
Once the scorecard has been created, adjust the following options:
Insurance Carriers
Locations
Metrics
Time Period
Trend
For previous
If you want to modify the currently selected carriers, click on Insurance Carriers
Use the search bar to locate specific sources or click on the checkbox next to All to select or deselect all sources. Click on the trashcan icon to remove a carrier from the selected list. Be sure to click the blue Apply button to save your selections and generate an updated scorecard
Click on the dropdown lists available for the Metrics, Time Range, and Trend options. Be sure to click the blue Apply button to save your selections and generate an updated scorecard
Compare historical data of time period trends by clicking on the expanding arrow next to the insurance carrier name
If desired, modify the order of the metrics shown by clicking on the metric header, then dragging and dropping it
Modify how goals and trends show up on your scorecard by clicking on the Settings icon. Choose to turn goals/trends on or off, then click Apply
Click on the report icon to expand visualizations of each selected metric
In addition to reviewing visualized data by clicking on the report icons, you can also jump to a visualizations only view by clicking on the Visualize Performance or Visualize Trends tabs
When finished applying your selections, click the blue Save changes button in the upper right corner and choose Save changes, then click Confirm
Important note: Scorecards are unique to your user account and will not be seen by other users at your practice unless you share the scorecard with them. Click here to learn how to share scorecards.
Use the Scorecards AI Assistant and get additional insights
Click on the robot icon in the upper right corner to chat with your Scorecards AI Assistant and get AI-powered insights for the selected scorecard.
Click here to learn more about using the Scorecards AI Assistant.
Revise an Existing Insurance Carriers Scorecard
Click on a scorecard to open it
To rename a scorecard, click on the pencil icon near the scorecard name
If you would like to save the changes you've made to the scorecard, click on the blue Save changes button and choose to either Save changes or Save as new scorecard
