The KPIs under Insights work based on the Insights Settings configuration. Let's explore how to configure Insights Settings.
Follow the steps below to get started.
- Navigate to the System Menu > select any of the modules under Insights.
- Click Settings.
- There are two sections that come under Settings, namely Aging and Metric Setup.
- Under the Aging section, you can view the Aging settings configured for your practice. These settings cannot be edited.
- Compute Adjustment’s Aging based on: The criteria on which the aging is calculated on the aging report. The options are either Original Code or Balance Creation. Use Balance Creation to count the age of adjustments (add to patient/insurance adjustments) separately from the original code.
- Show Treatment Procedure from: The date of the displayed treatment procedure. The options are either the Date of Treatment (DOS) or the Checkout Date/Transaction Date.
Note: To change the aging configuration, contact the CareStack administrator or support. More details are given in the Aging section. |
- You can view Case Acceptance settings under the Metric Setup section.
- To edit case acceptance settings, click Edit.
- Make the required changes to the following fields:.
- Calculate Case Acceptance On: Select Code Status or By Appointment as the case acceptance factor.
- Set up presented code status: Select the suitable code status(es) to signify as Presented.
- Set up accepted code status: Select the suitable code status(es) to signify as Accepted.
- Exclude Selected Codes: Select code(s) to be excluded from the case acceptance.
- Click Save.
To configure what the system should consider as a patient visit,
- Select Patient Visits.
- Under Count as Patient Visit when, choose one of the following:
- Code Completion,
- Check out Appt. (Appointment), or
- Both (If either the code is completed or the appointment is checked out, it will be considered a patient visit).
- If you have selected Code Completion or Both, you have the option to Exclude Selected Codes.
- Click Save.
To configure Hygiene Visits,
- Select Hygiene Visits.
- Click Edit.
- You can find the Setup Hygiene Visit based on Codes and Production Type option.
Note: Hygiene Visit Metrics and Hygiene Visit List in the Performance Dashboard are based on the Hygiene Codes/Production Types configured here. |
- Select the required Codes or Production Types.
- Click Save.
Practices can use this quick guide to learn how to configure Insights Settings in CareStack.