Team Members Scorecards in Analytics are a powerful tool you can use to keep an eye on metrics related to Team Tasks in Engagement. Use Team Members Scorecards to drilldown into specific datasets, track trends, explore graphic visualizations, and find even more areas for opportunity across one or multiple locations.
If you are not in the Engagement Team Tasks Beta group, Team Members metrics in Scorecards will not populate data.
Team Task data in Engagement syncs with Scorecards every few hours.
Create your own custom Team Member Scorecard or start with a Team Member Template.
Get Started with a Team Member Template
In the Scorecards dashboard, click on the Templates tile. Then, choose from the following Team Members Scorecards Templates to view Engagement Team Task data:
Team Tasks Overview Template: Get a quick overview on how your team is utilizing Team Tasks in Engagement. How many patients did they contact? What was the conversion rate? How much has been collected on those accounts?
Team Tasks Detailed Template: Focus on metrics related to task attempts, patients contacted, and tasks completed. Expand the data you want to include, then export the list and bring it to your next Morning Huddle to review with your team.
Team Tasks Back Office Template: Geared toward team members whose main duties are related to collecting overdue dollars and monitoring post-op contacts, focus on metrics related to past due account tasks, post-op tasks, and other (miscellaneous) tasks.
Team Tasks Scheduling Template: Track metrics related to tasks involving confirming appointments, broken appointments, unscheduled treatment, and more. As a schedule coordinator or operations director, you'll have a birds-eye view on how your scheduling team is performing.
Once you've got a general idea of the data, dive into the available visualizations and see how team members compare across the board in easy-to-digest bar charts and trend lines.
The Visualize Performance tab makes it easy to communicate and present data without the need for multiple complex spreadsheets. Hover over each bar graph to quickly view the details of each selected metric and team member.
The Visualize Trends tab is a great tool that you can use to visually compare successes and/or struggles across team members over time. Hover over over each data point to quickly view the details of the selected metric. Click on the team member name to hide/show the trend line from the presentation.
Create a New Team Members 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, choose Team Members as the Type, and then click Create scorecard
Once the scorecard has been created, the following default settings are automatically applied:
Locations: All locations
Team Members: All team members at selected locations
Metrics: Team Task Attempts Hygiene Recare
Time Period: Last week
Trend: Trailing weeks
For previous: 3 weeks
To change the default settings, click on the dropdown lists available for the Locations, Metrics, Time Range, and Comparison options. Click on the arrow to expand or collapse selection options. Be sure to click the blue Apply button to save your selections and generate an updated scorecard
If desired, modify the order of the metrics shown by clicking on the metric header, then dragging and dropping it
Compare historical data by time period and location trends by clicking on the expanding arrow next to each team member's name
Click on the report icon in the header and drilldowns to expand visualizations of each selection
In addition to reviewing visualized data by clicking on the report icons in the header, you can also jump to a visualizations only view by clicking on the Visualize Time Period and 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 a scorecard.
Revise an Existing Scorecard
Click on the scorecard to open it
To rename a scorecard, click on the pencil icon near the scorecard name
To make changes to scorecard data, use the search bar to locate desired selections, then simply deselect or select a location or metric and click the blue Apply button to generate new results
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