This guide describes the decisions to make regarding operational reporting. It contains the following topics:

• About the Default Dashboards
• Business Decisions

You can use dashboards in Personal Community to ask and answer sophisticated questions of your data. You can create interactive widgets, visualize data in different ways, send alerts, and more. Personal Community includes a default set of dashboards that provide information related to general operational reporting, such as page view and member activity reports.

All reporting is available via the Dashboards tab in the Workbench. By default, the dashboard categories include:

• Task Management

• Enrolled User Activity

• Enrollment

• Enrollment Activation

• Secure Messaging

• Workbench Searches

Different categories and individual dashboards may require different roles for permitted viewing. For example, in order to view the Task Management category, a user must be an active task manager.

You can customize the dashboards in a number of ways, including adding, deleting, and rearranging dashboards, and changing the permissions required to view each dashboard.

Personal Community comes with the following dashboards:

• Task Management — Information about open and closed tasks, as well as task actions:

  • Closed Tasks — Information about closed tasks.

  • Open Tasks — Information about open tasks.

  • Task Actions — Information about task actions by acting user.

• Enrolled User Activity — Information about enrolled users and their usage of Personal Community:

  • Enrolled User Information — Basic demographics information about enrolled users.

  • Page View Activity — Statistics about the pages viewed by users.

  • Wellness Activity — Statistics about the pages viewed within the Health Records tab by users.

  • Message Activity — Statistics about the pages viewed with the Messages tab by users.

  • Download and Transmit Activity — Statistics about the download and transmit actions performed by users.

  • Search Activity — Statistics about the search actions performed by users.

  • Account Update Activity — Statistics about account update actions performed by users.

• Enrollment — Information about enrollment requests.

  • Enrollment Overview — Basic information about enrollment requests.

• Enrollment Activation — Information about activation of user accounts.

  • Activation Attempts — Information about users attempts to activate their accounts.

  • Access Codes — Information about users access codes.

• Secure Messaging — Information about secure messages in Personal Community:

  • Clinical Groups — Information about the clinical groups receiving secure messages.

  • Providers — Information about the providers receiving secure messages.

  • Enrolled Users — Information about the enrolled users sending secure messages.

  Information here is by clinical group.

• Workbench Searches — Information about searches from the Workbench:

  • Workbench MPI Searches — Information regarding the search parameters used most often in Master Patient Index searches from the Workbench.

You must make decisions regarding the following issues:

Selection of Dashboards

Which dashboards are available for operational reporting. Personal Community provides a default set of dashboards that you may wish to expand upon.

Permissions for Viewing Dashboards

Who is able to view each dashboard. To view some dashboards, especially those related to patient data, a user should have specific roles and permissions. You can specify the security of each dashboard individually.

Frequency of Receiving Data

How often the dashboards are updated. (The default is hourly.)