Navigate Dashboards

The following image illustrates the EVV Homepage dashboard, accessed from the main Dashboard homepage used to demonstrate the navigation in the updated platform. This dashboard is comprised of cards (1), presenting high-level informational widgets or charts in the main panel. The filters (2) on the right side of the page are used to generate information on the charts. The top of the page indicates the Dashboard name and a date and time stamp showing the last data refresh (3).

Each card provides a set of functions allowing users to access specific information within the widget on the top-right corner.

Click or hover over the Information icon to view the tool tip providing details on the displayed figure and how the figure is calculated.

Click the Navigation icon to access the details for this specific card. In this example, the Non-Compliant Visits dashboard opens. Similar to the home layout, this dashboard also contains cards with high-level KPIs (1), interactive widgets (2) allowing users to customize (Change Dimension, Add Payers to) the particular chart rather than changing all displayed charts and filters (3), used to generate specific data across all cards and widgets for this dashboard.

Hover over any graph or chart to see calculations for a specific component on a tool tip pop-up. In this example, the Timesheet Received topic in this performance graph shows the calculations for the exceptions in the Reasons for Non-Complaint Visits widget.

Click the View Data magnifying glass icon to view source data for the dashboard.

The Filter icon to the right of the View Data icon, is used to hide the filter pane, allowing for more screen space. To display the filters, click the three lines icon , to the right of the View data icon to revert.

Click the Home icon at the top-right of the page to return to the selected Dashboard Homepage.

Some widgets have a Change Dimension dropdown field used to select a particular data set such as by Payer, Caregiver, or Contract to generate results for that particular card. In the example below, Payer is selected in the # of Non-Compliant Visits widget. The results in this widget are particular to Payers.

Other Dimension fields may be available to add specific Contracts or Payers to generate results. The image below illustrates a selection of Payers using the Add Payer Into Chart dimension field, to apply to the # of Visits Using Mobile App by Week widget.

The filter pane, on the right side of the screen, is used to select criteria and generate specific data to display on the cards and widgets. The filter pane is comprised of three sections to include the Date/Date Range (1), Data Selection (2), and Data Display (3) preferences.

Filter selections vary by dashboard, depending on the information. For example, a Date Type filter is available in the Billing Dashboard to select if to view data by Invoice or Visit date.

When clicking on the View Data magnifying glass icon, the system generates the source data in report format.

Selection filters are available to modify the information displayed. Below the filters, the results indicate the total number of Non-Compliant Visits (in this example), and a # of rows displayed and downloadable text box is available for users to adjust, as preferred; the default value is set to 1000.

Various options are available at the top-right section of the page, as seen in the image above.

• Click the Download icon to export the displayed data in CSV or Excel format.

• To return to the Dashboard, click the Return icon (back arrow).

• To return to the main dashboard, click the Home icon next to the Return icon.