The Treatment Overview Dashboard brings all patient treatments together in one place, offering a clear and comprehensive view of your practice’s treatment activity. This dashboard provides new visibility into patient care demands by highlighting key trends and details that support both clinical oversight and operational efficiency. You can monitor treatment administration timing trends to ensure treatments are being delivered promptly and consistently, review treatments broken down by service and ward to better understand workload distribution, and track late treatments by user to identify patterns that may require follow-up or additional support. In addition, the dashboard includes a detailed view of all treatments administered within a selected timeframe, allowing you to drill down into specific cases and confirm accuracy. By consolidating this information into one easy-to-navigate view, the Treatments Overview Dashboard equips teams with the insight needed to improve patient care, optimize workflows, and strengthen accountability.
Questions the Dashboard Can Answer:
Which months show the highest and lowest demand for patient care and treatments within a selected timeframe?
Which staff members are completing the most treatments during a selected timeframe?
On average, what percentage of treatments completed by each user are late during a selected timeframe?
What are the busiest days of the week and times of day for patient treatments?
How are patients and treatments distributed across services and wards on average?
How many patients—and which specific patients—received a particular drug as a treatment over the past year?
For a given staff member, which patients did they complete treatments for during a selected timeframe? (This can be especially helpful for technician training, certification evidence, or performance evaluation.)
When were specific treatments administered for patients in a particular ward or service?
How many treatments has each practice user completed, and for which patients?
🚨Important to Note
The Treatments Overview Dashboard includes treatments entered both from the Tx Sheet and as direct-to-invoice items, ensuring a complete picture of patient care activity. Treatments recorded through the Tx Sheet will display the provider associated with the treatment at the time it was added; however, if the provider is later edited on the invoice, this change will not be reflected on the dashboard. In contrast, treatments added directly to an invoice will update if the provider is edited, and those changes will be accurately reflected in the dashboard. The Treatment Count by User metric represents the individual who actually completed the treatment, meaning the person who clicked the button to mark it as done, rather than the provider associated with the treatment.
For filtering, several options are available to help refine the data displayed. The Marked_at filter refers to the timestamp when a treatment was marked on the Tx Sheet or invoice, while the Check_In filter sets the date range of patient check-ins that control which treatments appear in the dashboard. It is important to note that the Check_In and Marked_at dates should reasonably overlap for the data to make sense. The Group_by filter determines how the information is summarized across the selected timeframe, such as displaying daily, weekly, or monthly counts of treatments. Together, these options give you the flexibility to analyze treatments from multiple perspectives, ensuring both accuracy and actionable insights.
Staff with the permission to access analytics_dashboard_treatments_overview assigned to a role will have access to this dashboard in Analytics.
💡To learn more about how to access and run reports for dashboards, see our Analytics Dashboards guide.
The Treatment Overview Dashboard consists of 4 tabs: Summary, By Date & Time, By Word & Service, and Details.
Summary Tab
The Summary tab is organized into three key sections, beginning with the Summary section, which offers a high-level overview of treatment activity across your practice. This section highlights the total number of treatments completed within a given period, giving you a clear sense of overall workload. It also surfaces important averages, including the average number of treatments completed per user, the average number of treatments performed per visit, and the average number of visits per user. Together, these metrics provide valuable insight into productivity, workload distribution, and patient care demand, making it easier to assess trends, monitor staff efficiency, and ensure treatments are being managed consistently across the practice.
The Trend section highlights how many treatments are being completed over time, giving you the ability to analyze patterns and performance from multiple perspectives. It displays overall treatment trends in total across the practice, allowing you to see fluctuations in patient care volume during the selected timeframe. In addition, it breaks down average treatments per user, making it easy to spot potential gaps where additional support may be needed. By combining both aggregate and user-level views, the Trend section provides valuable insight into how treatments are distributed and completed, helping you monitor progress, track consistency, and better understand the dynamics of your team’s workflow.
The By User section provides a detailed view of treatment activity at the individual level, offering valuable insight into team performance during a selected timeframe. It displays the total number of treatments completed by each user, making it easy to compare workloads and identify patterns in task distribution. In addition to treatment counts, this section also shows the total number of patient visits associated with each user, helping you understand not just the volume of treatments completed, but also the broader context of patient interactions. To further support accountability and quality monitoring, the section highlights the percentage of treatments completed late by each user, enabling you to track timeliness and address areas where additional training or support may be needed. By combining these metrics, the By User section helps leaders balance workloads, recognize high performance, and ensure treatments are being administered consistently and on time.
By Day & Time Tab
The By Day & Time tab provides valuable insight into when treatments are being administered by breaking down totals across both the day of the week and the time of day within a selected period. This view helps you identify patterns in treatment activity, such as which days tend to be the busiest or which times of day see the highest demand for patient care. By surfacing these trends, the tab makes it easier to anticipate staffing needs, allocate resources more effectively, and ensure treatments are delivered on schedule during peak periods. Whether you are looking to balance workloads across the week or fine-tune daily scheduling, the By Day & Time tab gives you the data needed to better align staff availability with patient care demands.
By Ward & Service Tab
The By Ward & Service tab is divided into two sections, Summary and By Day of Week, to give you both an overall and a time-specific view of treatment activity.
The Summary section provides averages across the selected timeframe, including the number of visits, treatments completed per user, and the total number of treatments administered. It also highlights growth trends by Ward and by Service, making it easy to see how patient care demands are shifting across different areas of your practice. This high-level perspective helps you monitor workload distribution, assess the efficiency of different wards and services, and track changes in demand over time. By combining volume, averages, and growth indicators, the Summary section gives you a clear picture of where resources are being utilized most heavily and where adjustments may be needed.
The By Day of Week section offers a comparative view of treatment activity, breaking down treatment counts by Ward or Service across each day of the week. This perspective allows you to see not only which wards or services are handling the highest treatment volumes, but also how that workload fluctuates throughout the week. By highlighting these patterns, the section helps you identify peak days for specific wards or services, anticipate staffing needs, and balance resources more effectively.
Details Tab
The Details tab delivers a comprehensive record of every treatment completed within the selected timeframe, giving you full visibility into the specifics of patient care activity. For each treatment, you can see when it was ordered and by whom, as well as when it was marked completed and by which user, ensuring accountability at each step of the process. The tab also indicates whether a treatment is billable or non-billable, and whether it was originally entered through the Tx Sheet or directly on the invoice, providing important context for both clinical and financial tracking. Beyond these core data points, the Details tab captures a wide range of additional information to support auditing, reconciliation, and staff performance review. By offering such a granular view, this tab serves as a powerful resource for validating treatment records, monitoring compliance, and ensuring accuracy in both patient care and billing.