Visualize+: Getting Answers From Your Data

Visualize+ empowers you to dive deep into your organization's analytics through intuitive reports and pre-built templates, helping you make smart, data-driven decisions. We recommend starting with our pre-built content, which allows you to customize without building from scratch.

If duplicating pre-built content doesn’t fit your use case, try AI copilot Vizzy.

Note: Vizzy can make adjustments to existing content outside of a dashboard. If you want to add a report created by Vizzy to a dashboard, you can manually add it.

Accessing Pre-Built Dashboards

Your Visualize+ account comes equipped with a suite of pre-built dashboards designed to give you immediate insights into your day-to-day operations. To access these, click on any dashboard from the Home Dashboard or navigate to Healthie Dashboards in the left-hand navigation.

Here's the list of the Healthie Pre-Built Dashboards:

• Appointments: Track your scheduling and booking trends.
• Client Panel Overview: See who your clients are and how engaged they are.
• Provider Utilization: Understand how your team's time is being utilized.
• Payments: Get a clear view of your financial transactions.
• No-Show: Track attendance and no-show trends.
• Task Completion: Monitor task progress and completion rates.
• Your Organization at a Glance: Get a snapshot of how your organization is running. This dashboard allows you for complex click-throughs i.e. clicking on the Appointments Card takes you to the Appointments Dashboard.
• Chart Note Compliance: Track documentation completion by provider.

Accessing Pre-Built Questions

To help you gather the right information from your clients efficiently, we provide a robust library of pre-built questions. To access these, navigate to Healthie Starter Questions from the left-hand navigation.

Duplicating and Customizing Pre-Built Dashboards

Duplicating a pre-built dashboard enables you to change the visualizations, questions, filters and more. There are two paths to duplicate a pre-built dashboard:

1. Navigate to Healthie Dashboards > click [...] for the desired dashboard > Duplicate
2. Navigate to the desired dashboard > click [...] in the upper right corner > Duplicate

Once you click Duplicate, you'll be prompted to edit the name, description and location for the dashboard clone. To begin customizing, click the pencil icon on the duplicated dashboard.

There is a purple banner that clearly indicates that you are in Edit Mode > click Save to store your updates.

Ways to Customize a Dashboard:

• Add or remove a question card
• Change the visualization of an existing question card
• Reorder dashboard filters
• Add a new dashboard filter
• Add a heading or text
• Add or edit dashboard tabs

Editing Pre-Built Questions

Editing a pre-built question automatically creates a copy and enables you to change the data source, filters, summary and more without building a question from scratch.

To begin editing a pre-built question:

• Click the Editor, Filter, Summarize or Visualization directly from the question
• Make any desired changes to the data source, filters or summaries
• Click Visualize to view the changes
• When you click Save, you'll be prompted to name the duplicated question