Credentialing Dashboards Keep Staffs on Task, Better Communicate Status
Dashboards. To some, the concept is met with open minds and eagerness to view the data in a snapshot. To others, the term conjures up a notion of marketing spin. Can anything really be that great? The answer is yes. If done well, dashboards can not only brilliantly communicate key data to your staff, but keep everyone on task and efficient.
When looking at physician credentialing, communications are a vital part of the process, as everyone needs to know the status of tasks—what's in progress and what remains to be completed. This information needs to be shared among various stakeholders, such as the credentialing staff, providers, practice administrators, and others. For credentialing, communicating this information is vital to practice operations, reducing risk, and ensuring that providers are eligible to receive reimbursement for their work.
Using a credentialing software solution with a dashboard display is an ideal way to share this information in a format that is easily digestible so information becomes actionable. Dashboards are a graphic representation displaying an up-to-date snapshot of tasks, whether they're newly assigned, in progress, on hold, or past due. A credentialing system dashboard should be easily accessed, and provide an overview snapshot, milestones, drill-down capabilities, and the ability to view tasks and processes from different perspectives. Here’s a look at the first two of these.
Easily Accessed —When users open the credentialing system, the first thing they should see is the dashboard display. This quickly communicates the status of tasks, and alerts them to issues that need resolving. The easy accessibility of the dashboard eliminates the need for users to click through menus to view the information. It also decreases the chances that important information will get ignored, overlooked or simply not communicated.
Overview Snapshot —The dashboard should display a broad overview of the process that users can click on to get more detail, also known as "drill-down" capabilities, which are explained below. This overview enables the dashboard to display information of value to multiple user types, whether they are providers, practice administrators, or the credentialing staff. The dashboard should display:
• Status of providers being credentialed (e.g., new, in process, on hold, completed, or custom credentialing)
• Counts of providers with insurance
• Status of the credentialing process by task
• Credentialing task aging (e.g., 0-30 days, etc.)
Start by looking for these items in your dashboard, and watch your credentialing process go more smoothly.
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Credentialing Dashboards Keep Staffs on Task, Better Communicate Status
1. Credentialing Dashboards
Keeps Staff on Task, Better
Communicates Status
Contact us :
2222 Morris Ave. 2nd Floor,
Union, NJ-07083
Ph: (908)-384-1608
Email: info@clinicspectrum.com
2. About Us
Clinicspectrum is a healthcare services company providing outsourcing/back office and technology solutions for 17+ medical
billing companies, 600+ medical groups/healthcare facilities including hospitals, and hospital medical records departments.
3. Dashboards
Dashboards are a basic concept overview of data in a snapshot for those who have eagerness to view process status at just a
glance. These dashboards can efficiently communicate data amongst staff and keep them on task and always be efficient.
60
%
20
%
10
%
10
%
Product Services Customer Business
4. Physician Credentialing
For Physician Credentialing , communication is a vital part of the process, as everyone needs to know the status of tasks—
what's in progress and what remains to be completed.
Provider
Credentialing Staff
Physician
Practice
Administrator
Information needs to be shared among various stakeholders, such as the credentialing staff, providers, practice administrators, physician
and others. For credentialing, communicating this information is vital to practice operations, reducing risk, and ensuring that providers are
eligible to receive reimbursement for their work.
5. Credentialing Software
Using a credentialing software solution with a dashboard display is an ideal way to share information in a format that is
easily digestible so information becomes actionable.
Newly
Assigned
In
Process
On
Hold
Past
Due
Status
6. Credentialing Dashboard Properties
A credentialing system’s dashboard should be easily accessed, and provide an overview snapshot, milestones, drill-down
capabilities, and the ability to view tasks and processes from different perspectives.
Easily Accessed
Overview Snapshot
Milestone
Drill-Down Capabilities
View Tasks and Processes from Different
Perspective
7. Easily Accessed
The easy accessibility of the dashboard allows credentialing staff, practice administrator, physician, providers and other to
view the following information:
Communicates status of the tasks.
Alerts on issues to be solved.
Eliminates the need for users to click through menus to
view the information.
Decreases the chances that important information will get
ignored, overlooked or simply not communicated.
8. Overview Snapshot
Overview snapshot of the dashboard allows credentialing staff, practice administrator, physician, providers and other to
view the following information:
Credentialing Staff
Practice Administrator
Physician
Provider
5
Status of providers being credentialed (e.g., new, in
process, on hold, completed, or custom credentialing)
Counts of providers with insurance.
Status of the credentialing process by task
Credentialing task aging (e.g., 0-30 days, etc.)
9. Milestones
Dashboards also need to display progress toward, or the completion of, key milestones so users can view specific activities
within the credentialing process.
Enables users to quickly know what’s completed.
Enables users to know what needs to be completed.
Enables users to know what is past due.
Enables users to know what are the new tasks
that are entering the process.
10. Drill-Down Capabilities
Drill-down capabilities allow users to click on elements of the dashboard to display specifics, whether it’s information about
individual providers, payers, or other elements of the process.
An overview status of processes is valuable,
but users typically need more information.
Enables users to efficiently get the
information they need within one or two
clicks.
11. Ability to View Tasks and Processes
from Different Perspectives
Not all users of the dashboard are looking for the same type of information. Some may be interested in looking for payer-specific
details, while others are more focused on working on tasks related to individual providers. The dashboard needs to
accommodate these perspectives in its display to improve staff efficiency and improved workflow. For example:
Display payer-related
information, such as
payer contact details,
insurance PDF forms
specific to the payer,
web links,
counts of providers with
insurance and their
credentialing status.
Payer
Display provider-specific
information, such as
number of providers being
credentialed and the status
of specific tasks within the
process, as well as the
wealth of information
imported from the Council
for Affordable Quality
Healthcare (CAQH).
Provider
12. Specialized Capabilities
It’s important for dashboards to be user friendly and
include features that make it easier for the staff to
complete their jobs.
Leading credentialing solutions include advanced
features such as the ability to easily attach
documents to records within screens, and
capabilities to upload information from other data
sources (e.g., CAQH and others).
These capabilities reduce data entry, and make
documents easier to find.
With dashboards, everyone remains on the same
page and is up-to-date with the status of tasks, which
increases the efficiency and effectiveness of the
credentialing process.
13. Start by looking for these items in your dashboard, and watch your credentialing process go more smoothly.
14. Contact Us
2222 Morris Ave. 2nd Floor,
Union, NJ-07083
Website
http://clinicspectrum.com/
Phone Number
908.834.1608
Email
info@Clinicspectrum.com Clinicspectrum is a healthcare services company providing outsourcing and back office solutions for medical
billing companies, medical offices, hospital billing departments, and hospital medical records departments.