Health Analytics: Clinical, operational and financial dashboards for management

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Works with

HMS Core

Health Analytics in the Bridge HMS Suite: Clinical, operational and financial dashboards for management

What's inside

Everything in Health Analytics

63 items in 15 areas, every one shipping with the app today.

Executive Dashboards (OWL)
- CEO DashboardBoard-level screen with revenue, gross margin, operating margin %, new patients, total visits, admissions, bed occupancy and CSAT KPI cards.
- CEO revenue and patient trends12-month revenue trend and new-patient volume trend charts rendered from daily snapshots.
- CEO revenue mix breakdownCash vs mobile money (M-Pesa) vs insurance revenue mix chart for the selected period.
- CFO DashboardFinance screen with total revenue, VAT collected, gross margin %, claims paid, claims outstanding, cost per encounter and claim rejection rate KPIs.
- Claims A/R aging chartCFO view buckets outstanding insurance claims into 0-30, 30-60, 60-90 and 90+ day aging bands.
- Claims funnel viewSubmitted vs paid vs rejected claim values visualised as a funnel on the CFO dashboard.
Daily KPI Snapshot Engine
- Nightly automated snapshot cronA scheduled job runs daily at ~23:55 and builds one KPI snapshot per facility, per date.
- 55+ KPI fields per snapshotEach daily row captures patient, visit, inpatient, clinical, revenue, expense, claims, compliance and engagement metrics.
- Patient volume metricsCounts new patient registrations for the day and the total active patient base.
- Visit and consultation metricsOPD, IPD, emergency and teleconsult visits, total consultations and average consult duration in minutes.
- Inpatient flow metricsAdmissions, discharges, deaths, 30-day readmissions, bed occupancy %, bed-days utilised and average length of stay.
- Clinical volume metricsSurgeries, deliveries, lab tests, critical lab values, imaging studies, Rx lines dispensed and OTC sales.
Custom Report Builder
- Self-service report designerUsers build reports by choosing a source dataset, filter domain, group-by fields, measure fields and chart type.
- Eight HMS data sourcesReports can query snapshots, visits, admissions, consultations, prescriptions, lab requests, bills or insurance claims.
- Seven chart typesBar, line, pie, scatter, area, table or KPI-card rendering per report.
- Domain validationFilter domains are safely parsed with a clear error message when the expression is invalid.
- Draft / Ready / Archived lifecycleStatusbar workflow with Mark Ready and Archive buttons and chatter tracking on every change.
- Run with row-count feedbackRun button executes the query (a grouped summary or a 500-row search) and shows how many rows were produced.
Scheduled Digests
- Digest subscriptionsNamed email digest subscriptions with daily, weekly or monthly cadence and active toggle.
- Composable digest sectionsEach subscription picks which summaries to include: CEO, CFO, CMO and/or Operations.
- Internal and external recipientsSend to selected users plus comma-separated external email addresses, optionally scoped by group.
- Send Now buttonFire the digest email immediately from the form, with the last-sent timestamp recorded.
- Weekly and monthly digest cronsTwo scheduled jobs automatically dispatch all active weekly and monthly digests.
- Digest mail templateShips an email template for the executive digest with per-recipient addressing.
Benchmark Registry
- Benchmark catalogRegister KPI benchmarks with metric name/code, unit, facility value, benchmark value, as-of date and notes.
- Four benchmark sourcesClassify each benchmark as ministry of health (such as MoH Kenya), industry survey, internal target or peer group, with a source reference.
- Automatic above/at/below ratingA stored computed badge compares facility value to benchmark within a 2% tolerance.
- 12 pre-loaded industry benchmarksShips bed occupancy, CSAT, readmission, claim rejection, lab TAT, OPD wait, mortality, ALOS, no-show, CPD, margin and claims-aging targets with cited sources.
- Per-facility benchmark trackingBenchmarks can be scoped to a facility and archived via an active flag.
PDF Reports & Email
- CEO Monthly Summary PDFQWeb PDF report bound to snapshots and available from the record's Print menu.
- CFO Financial Summary PDFPrintable financial summary covering revenue, expense and claims figures.
- CMO Clinical Quality PDFPrintable clinical-quality report of mortality, readmission and safety metrics.
- Operations Weekly PDFPrintable weekly operations throughput and occupancy report.
- Custom report PDF rendererGeneric QWeb template renders any user-built custom report to PDF.
Security & Access Control
- HMS Executive roleAdds a dedicated HMS / Executive security group (implying HMS Manager) for board-level analytics access.
- Granular per-model rights13 ACL lines tune read/write/create/delete separately for Manager, Admin, Executive and Doctor roles across all four models.
- Multi-company record rulesSnapshots and digests are filtered to the user's allowed companies.
- Owner-or-shared report privacyA record rule limits custom reports to their owner unless explicitly shared with the team.
- Role-gated menusEvery menu entry is restricted to Manager, Admin or Executive groups; CEO/CFO boards are executive-only.
Navigation & Integration
- Analytics hub under DashboardsFull menu tree (Executive Overview, four dashboards, Custom Reports, Daily Snapshots, Benchmarks, Configuration) mounts under Spreadsheet Dashboards.
- Configuration submenuAdmin-only Configuration area for managing digest subscriptions and benchmark sources.
- Plug-and-play HMS suite integrationOnly HMS Core is required; billing, claims, laboratory, pharmacy, ward, messaging and staffing apps enrich the KPIs when present.
- Multi-currency awareAll monetary KPIs carry the company currency, and dashboards display the active currency code.
- Demo dataset includedDemo data plus the backfill routine give a fully populated analytics suite out of the box for evaluation.
Custom Reports
- New Report
- My Reports
- Shared Reports
- Scheduled Reports
Configuration
- Digest Subscriptions
- Benchmark Sources
Analytics
- Daily Snapshots
- Benchmarks
Documents it prints
- CEO Monthly Summary
- CFO Financial Summary
- CMO Clinical Quality
- Operations Weekly
- Custom Report
It runs by itself
- HMS Analytics: Build Daily SnapshotsRuns daily
- HMS Analytics: Weekly DigestRuns every 7 days
- HMS Analytics: Monthly DigestRuns monthly
- HMS Analytics: Refresh Custom ReportsRuns daily
Roles it ships
- HMS / Executive
What it sends
- HMS Analytics: Executive Digest

Works with

What Health Analytics works with

Health Analytics shares one database with the rest of the Bridge HMS Suite and BridgeERP: these are the apps it already talks to, with nothing to buy in between.