Add a Custom KPI to a Table

Created by Emily McClendon, Modified on Wed, 31 Jan at 11:35 AM by Kailey Lacy

Add a row to a table with a specific Service Code(s) KPI .

This process involves any of the Doctor Numbers panels from the Dashboard Lib section that have first been copied to a custom dashboard. After making your own copy, you can now access the settings of the panel so you can add your own KPI including custom KPIs to track the production, number of procedures, or patient count.  

 

Then select Add KPI and search using the keyword "service".  Then choose Add.  Do not press enter first.  It closes the search window and you have to start over. 

 

Then you will choose the Service Code(s) that you want to track by using the drop down menu to the right.  You can also change the name of the KPI to display what treatment type the KPI involves. 

 

You can then choose the date range and comparison date range columns if any desired.  After saving, the table will now display your Custom KPI.

 

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