In this article, you'll learn how to:
Important note: You must have full or limited access to Scorecards to view the dashboard.
For assistance with user permissions, please see our Permissions guide here.
Create a New 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 Location as the Type, and then click Create scorecard
Once the scorecard has been created, the following default settings are automatically applied:
Locations: Currently selected practice
Metrics: Gross Production and Scheduled Production
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 trends, providers, procedure codes, and referral sources by clicking on the expanding arrow next to the practice name
To view goal progress, hover over the red or green goal indicators to see the value of the goal as it has been set
Modify how goals and trends show up on your scorecard by clicking on the Settings button. Choose to turn goals/trends on or off, then click Apply
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
The Visualize Time Period 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 goal (if set)
The Visualize Trends tab is a great tool that you can use to visually compare successes and/or struggles among locations. Hover over over each data point to quickly view the details of the selected metric. Click on the location name to hide/show the trend line from the presentation
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.
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 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
