Visualize+: Building a Dashboard from Questions

Dashboards group a set of questions into tabs on a single page. This article will walk you through how to create a new dashboard and add your desired questions to that dashboard.

Creating a new dashboard

To help you get started quickly and reach your project goals on time, the system provides several preset Visualize dashboards that focus on key areas of your organization. Depending on your permissions, you can securely access dashboards tailored to:

• Calendar & Appointments
• Provider Utilization
• Billing & Payments

You can also create a new dashboard by:

• Navigating to your Visualize+ Dashboard
• Click "+ New" > Dashboard
• Give your dashboard a Name and Description
• Save the dashboard to your Personal Collection or select a different location by clicking "..." > Create

This will bring you to the dashboard editing view where you can create a new question or browse your collections to add existing questions.

Adding saved questions

Building out your layout is designed to be highly intuitive and seamless. You can pull directly from a bank of your previously saved questions to build your views.

To add a saved question to your dashboard:

• Click Add a chart
• A side modal will expand. From here you can click on any saved question to add it to your dashboard

Once you've added a question card to a dashboard, you can hover over it to access the following options:

• Visualize another way
• Click behavior
• Replace
• Duplicate
• Remove

Click Save.

Resizing and rearranging question cards

You can easily resize and reorganize your question cards within a dashboard.

To resize a Question Card:

• Select: Hover your cursor over the question card that you want to resize
• Drag: Click on the bottom right corner of the card and drag it to your desired size
• Drop: Release your click to maintain the new size

To move a Question Card:

• Select: Click and hold the question card you want to move.
• Drag: Move the card up or down to your preferred location within the layout.
• Drop: Release the card to drop it into its new position.

The system will automatically adjust and instantly reflect your new, customized order.

Adding headers and labels

Enhance the readability of your workspace by organizing your content with clear, descriptive text. Text cards allow you to include descriptions, explanations, notes or even images and GIFs to your dashboards. Headings allow you to title or group questions cards into categories within a dashboard.

• From your dashboard editing view, click the "T" icon in the top right corner
• Select one of the two options:
  • Heading: pre-formatted heading text card that spans the width of the dashboard
  • Text: customizable text card that will render Markdown-formatted text

To add a Heading:

• Click Heading > type your desired text
• You can click and drag the heading to a different location in your dashboard
• Additionally, you can hover over the Heading and drag the bottom right corner to increase the height

To add a Text card:

• Click Text > type your desired text
• You can hover over the text card and click the paint palette icon to adjust the alignment
• You can click and drag the text box to a different location
• Additionally, you can hover over the text box and drag the bottom right corner to resize

Saving and previewing

As you build, arrange, and modify your question cards, be sure to click Save in the top right corner to store your changes. You can always click on the pencil icon to return to editing more.

Move a completed dashboard to a shared folder

Once you've completed a dashboard, you can move the location and add it to your Published Reports.

To change the location of a dashboard:

• Click the […] in the top right > Move
• Select the new location
• Click Move