Utilizing the Dashboard Report in iClinic

1. Introduction 

• Purpose: This guide provides detailed, step-by-step instructions on how to effectively utilize the Dashboard Report feature within the MDLand iClinic system. 

• Key Features: Accessing the dashboard report, applying filters for specific data, analyzing results through pie charts, and reviewing detailed summaries by provider, insurance, or race. 

2. Accessing the Dashboard Report 

1. Log In:  

• Sign in to your MDLand iClinic account using your credentials. 

2. Locate the Reports Icon:  

• Click on the Reports Icon from the dashboard. 

3. Navigate to Dashboard Report:  

• Look for the Dashboard Reports Section near the top of the page. 

• Click on Dashboard Report (highlighted in blue). 

4. New Page Opens:  

• A new page will open displaying the dashboard report with various pie charts representing different data metrics. 

3. Applying Filters for Specific Data 

A. Date Filters 

1. Adjust Date Range:  

• Locate the From and To date fields on the left side. 

• Click the Mini Calendar Icons to select the start and end dates. 

• After selecting the dates, click Refresh to update the report. 

4. Viewing Detailed Results 

1. Click on Specific Result Names:  

• To see more detailed information, click on the name of the result. 

• For example, click on Smoking Cessation Counseling Summary to view its detailed breakdown. 

2. Breakdown Options:  

• Data can be broken down by:  

• PCP (Primary Care Provider) 

• Insurance 

• Race 

3. Key Metrics Displayed:  

• Numerator: Represents the number of patients who met the criteria. 

• Denominator: Represents the total patient population assessed. 

• Percentage: Shows the proportion of patients meeting the criteria relative to the total population. 

5. Analyzing Specific Reports 

A. Smoking Cessation Counseling Summary 

• Click on the report name to see a breakdown by PCP, insurance, or race. 

• View the numerator, denominator, and percentage for each category. 

B. Annual Mammogram Summary 

• Click on Annual Mammogram Summary. 

• Data is broken down similarly, providing insights by PCP, insurance, or race. 

C. Patient by Gender Summary 

• Click on Patient by Gender Summary. 

• Results are displayed with breakdowns by PCP, insurance, or race, showing the gender distribution among patients. 

D. Diabetic Patient HbA1c Monitor Summary 

• Click on Diabetic Patient HbA1c Monitor Summary. 

• Data shows patients with diabetes and HbA1c levels below 7%. 

• Select PCP and click Refresh to view results by provider. 

E. Hypertensive Patients Blood Pressure Monitor Summary 

• Click on Hypertensive Patients Blood Pressure Monitor Summary. 

• Shows patients with controlled blood pressure who are hypertensive. 

• Filter results by PCP for provider-specific data. 

F. BMI Record Summary 

• Click on BMI Record Summary. 

• Displays data on patients with recorded BMI. 

• Results can be filtered by provider using the PCP option. 

G. Elderly Patients with High-Risk Medication Summary 

• Click on Elderly Patients with High-Risk Medication Summary. 

• Shows data on elderly patients prescribed high-risk medications. 

• Break down the results by PCP. 

H. Patient Electronic Access PHI Summary 

• Click on Patient Electronic Access PHI Summary. 

• Displays data on patients with electronic access to their personal health information. 

• Filter by provider to see patient-specific access data. 

I. Cholesterol Control Status Summary 

• Click on Cholesterol Control Status Summary. 

• Shows patients with LDL levels below 130. 

• Use the PCP filter to break down results by provider. 

6. Key Components of Each Report 

• Numerator: Total number of patients meeting the specified measure. 

• Denominator: Total patient population evaluated for the measure. 

• Percentage: Represents the proportion of the numerator to the denominator. 

• Breakdowns: Can be viewed by:  

• Primary Care Provider (PCP) 

• Insurance 

• Race 

7. Best Practices 

• Regular Review: Frequently check the dashboard to monitor performance metrics. 

• Date Range Accuracy: Always verify the date range to ensure you are analyzing the correct data. 

• Utilize Filters: Use PCP, insurance, and race filters for a more detailed understanding of patient populations. 

8. Troubleshooting Tips 

• No Data Displayed:  

• Verify date range settings. 

• Click Refresh to reload the report. 

• Slow Loading:  

• Clear browser cache or try using a different browser. 

• Inconsistent Results:  

• Ensure the correct filters are applied. 

9. Support Guidelines 

• In-App Support: Use the MDLand iClinic help feature for immediate assistance. 

• Technical Support: Contact IT support for technical issues related to dashboard reports. 

• Data Analysis Team: Consult for questions regarding data interpretation or discrepancies. 

Thank you for following this guide. Effective use of the Dashboard Report ensures comprehensive data analysis, supporting improved patient care and clinical performance tracking.