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⚡️Lightning Insights
⚡️Lightning Insights

What are Lightning Insights? How can I get a daily overview? How do I edit my Dashboard?

Updated over a year ago

Lightning Insights are a collection of powerful reporting tools to get a handle on the performance and status of your practice!

Navigate

To make your way to Lightning Insights, navigate in the Toolbar to Reports > ⚡️ Lightning Insights

Alt Text: select Reports, followed by Lightning Insights

General Use

Lightning Insights will default to

  • A Month-to-Date (MTD) range

  • organized by Posting Date

  • All Providers

  • All Locations

Here is what you can expect to see when you launch Insights. The various functions will be elaborated upon in the following steps!

Alt: The default view of Insights. The top row of the Filters box includes From and Thru dates, buttons for MTD, YTD, and LAST MO date selections. The next row includes dropdowns for Providers (Prov) and Location (LOCN). The bottom of the screen has buttons for Snapshot, Visualization, Narrative, and Printed Reports.

Filters

FROM and THRU will determine the dates the Insights will pull.

You have the option to determine whether these dates represent the Posting Date, or the Service Date.

PROV and LOCN allow you to specify which Provider and Location to look at. Currently, you can select ALL Providers/ Locations, or one individual Provider/ Location.


Functions

Selecting any of the Functions will collapse the Filters view and Functions buttons, now displaying the data represented in the selected Insight.

To expand this selection again, select SHOW FILTERS.

Alt: the Filters panel will change to a compressed view. Select "Show Filters" to expand the selection.

Snapshot

Snapshot provides an at-a-glance overview of your Practice's performance, as well as an overview of your Insurance and Patient AR.

By default, the Snapshot will also compare the performance to Last Month's performance - this can be altered using the "Compare To" dropdown in the upper right of the Snapshot!

Visualization

Visualizations represent various KPIs. Selecting one of the presented KPIs will render the Visualization, as well as a spreadsheet breakdown of the KPI.

Visualizations can be presented as Line or Bar graphs, and can be generated by Days or Months, using the drop-downs in the upper left of the Visualization.

Narrative

Narratives present a text-based breakdown of your Practice's performance, presenting

  • Revenue

  • Top billing Provider (overall and percentage)

  • Top earning Location

  • 3 most-billed CPTs

  • Top-paying Payer (percentage and overall)

  • Value of Worklist Claims

  • Current Fee Schedule, number of Locations, number of Providers, and most common Patient Zip Code

Alt: an example Narrative. It provides the Dates selected, and a text-based presentation of the factors listed above.

Printed Reports

Printed Reports offers some of the Reports available through Elation Billing. These reports will be generated based upon the Filters selected. You can select any/ all of the Reports, which will be combined into one download.

Available Printed Reports:

  • Narrative Report

  • AR Insurance Report

  • Payments Report

  • Code Report

  • Locations Report

  • Providers Report

  • Inpatient / Outpatient Report

For additional Reports, navigate to Reports > Lightning Reports!

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