View instructional video(s) on this topic below:


NOTE: The Team's Performance Analysis is only available to the clinic owner and office admin.


The Performance Analysis feature allows you to:

  • View your team's performance at a glance. 
  • Breakdown of hours spent on direct vs. indirect vs. unaccounted hours
  • View individual performance by each team member. 



Let's break down the features:


FILTER

Users can customize their analysis by filtering data based on specific criteria such as staff members, date ranges, or session details.




TOTAL SELECTED HOURS GRAPH


The default graph here is This month to date. This feature presents a visually appealing graph that offers an instant view of team performance. Users can view the distribution of time spent on direct and indirect tasks, billable and non-billable hours, and unaccounted-for hours. Currently, this report pulls data from the client events only.

  • Hours by staff
    Graphical representation of the hours worked by staff.

  • Cumulative vs Non-Cumulative
    Cumulative means adding things up over time to find a total. Non-cumulative means looking at things separately without adding them up. If you're tracking someone's hours non-cumulatively, you're just looking at each day's hours individually without adding them together for the whole month.

  • Legend
    Important: Events with multiple clients are considered billable if at least one client has billable attendance. They are non-billable if all clients have non-billable attendance. All billable items will be marked as unaccounted if the associated event has no client attendance.
    • Billable: Hours from events with attendance confirmed. Excludes non-billable services.
    • Non-Billable: Hours from events with attendance confirmed. Excludes non-billable services.
    • Unaccounted: Hours from sessions with no attendance marked.
    • Direct: Hours from direct client events/sessions.
    • Indirect: Hours from indirect client events/sessions.

  • 100% Stacked Bar
    A visual representation where each bar is divided into segments that represent different categories. Each segment's length is proportional to its percentage of the total, with the entire bar representing 100%.


STAFF DATA
Displays the breakdown of the number of sessions that are billable, non-billable, unaccounted, direct, and indirect per provider.