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Dashboards and reports

This reference page provides information about the template dashboards and reports available in Komodo Care Connect. You can either use the templates straight out of the box or clone them to create custom dashboards and reports.

Note

To view and run the template dashboards and reports, users must be assigned either the KCC - Read Only - Run Reports (PJN_Read_Only_Run_Reports) permission set or the KCC - User - Run Reports (PJN_User_Run_Reports) permission set and must be shared the dashboard and/or report folder(s). For example, to view and use the reports on the Home page, users must be shared the KCC Home Page Reports folder.

Dashboards

KCC End User Dashboards

This folder contains dashboards that provide end users with an overview of their activities, requests, and care plans.

#

Dashboard name

Reports

1

KCC End User Dashboard

  • My Overdue Activities by Age

  • My Open Activities

  • My Open Activities by Age

  • My Open Activities by Subject

  • My Open Activities by Care Plan

  • My Overdue Requests

  • My Open Requests

  • My Requests by Status

  • My Care Plans by Status

  • My Care Plans by Age

  • My Care Plans by Access Type

KCC Operational Dashboards

This folder contains dashboards that provide users with an overview of different related entities.

#

Dashboard name

Reports

1

KCC Operational Dashboard - Activities & Requests

  • Open Activities by Owner

  • Overdue Activities by Owner

  • Closed Activities by Owner

  • Activities by Status

  • Activities by Duration

  • Missing Information Activities

  • Activities by Patient

  • Program Activities by Duration

  • Requests by Program

  • Requests by Origin

  • Requests by Patient

  • Requests by Duration

  • Open Requests by Owner

  • Overdue Requests by Owner

2

KCC Operational Dashboard - Care Plans, Stages, Events

  • Care Plans by Owner

  • Care Plans by Status

  • Care Plans by Physician

  • Care Plans by Age

  • Care Plans by Access Type

  • Program Stages by Status

  • Program Stages by Duration

  • Therapy Access Events by Care Plan

  • Therapy Status Events by Care Plan

  • Physician Change Events by Care Plan

  • Therapy Status Events by Status

  • Therapy Access Events by Access Type

  • Therapy Status Events - Time to Therapy

3

KCC Operational Dashboard - Coverage & Assistance Programs

  • Member Plans with Prior Authorizations

  • Prior Authorizations by Type and Outcome

  • Expiring Prior Authorizations

  • Member Plans by Payer

  • Member Plans by Plan Type

  • Coverage Investigations by Care Plan

  • Coverage Investigations by Status

  • Coverage Investigations by Outcome

  • Assistance Programs by Type and Outcome

  • Expiring Assistance Programs

4

KCC Operational Dashboard - Fulfillment Requests & Shipments

  • Fulfillment Requests by Care Plan

  • Fulfillment Requests by Type

  • Fulfillment Requests by Type and Status

  • Shipments by Care Plan

5

KCC Operational Dashboard - Patients & Consent

  • Patients by Gender

  • Patients by Age

  • Patient by State

  • Consent by Care Plan

  • Consent by Source

  • Consent by Type and Status

  • Expiring Consent by Case Owner

  • Care Plans without Consent

Reports

KCC End User Reports

This folder contains reports of the Case records owned by the current user, including care plans, activities, missing information, and requests.

#

Report name

Description

1

My Care Plans

A report of all of the user's CarePlan Case records.

2

My Care Plans by Access Type

A report of all of the user's CarePlan Case records. The care plans are grouped by the Therapy Access (mvn__PJN_Therapy_Access__c) field of each Case record.

3

My Care Plans by Age

A report of all of the user's CarePlan Case records. The care plans are grouped by the age (in months) of when each Case record was opened and then closed.

4

My Care Plans by Physician

A report of all of the user's CarePlan Case records.. The care plans are grouped by the Physician (mvn__PJN_Physician__c) field of each Case record.

5

My Care Plans by Status

A report of all of the user's CarePlan Case records. The care plans are grouped by the Therapy Status (mvn__PJN_Therapy_Status__c) and Therapy Sub-Status (mvn__PJN_Therapy_Sub_Status__c) fields of each Case record.

6

My Closed Activities

A report of all of the user's closed PJN_Activity and PJN_Missing_Information Case records.

7

My Closed Activities by Age

A report of all of the user's closed activities PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by the age (in days) of when each Case record was opened and then closed. Out of the box, the Age Category buckets and ranges are:

  • Less Than 1 Day

  • 1 to 3 Days

  • 3 to 7 Days

  • 7 to 14 Days

  • Over 14 Days

8

My Closed Activities by Care Plan

A report of all of the user's closed PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by their programs and parent care plans.

9

My Closed Activities by Subject

A report of all of the user's closed PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by the Subject field of each Case record.

10

My Closed Requests

A report of all of the user's closed PJN_Request Case records.

11

My Open Activities

A report of all of the user's open PJN_Activity and PJN_Missing_Information Case records.

12

My Open Activities by Age

A report of all of the user's open PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by the age (in days) of when each Case record was opened and then closed. Out of the box, the Age Category buckets and ranges are:

  • Less Than 1 Day

  • 1 to 3 Days

  • 3 to 7 Days

  • 7 to 14 Days

  • Over 14 Days

13

My Open Activities by Care Plan

A report of all of the user's open PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by their parent care plans.

14

My Open Activities by Subject

A report of all of the user's open PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by the Subject field of each Case record.

15

My Open Requests

A report of all of the user's open PJN_Request Case records.

16

My Open Requests by Program

A report of all of the user's PJN_Request Case records. The requests are grouped by their programs.

17

My Overdue Activities by Age

A report of all of the user's overdue PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by the number of days that have passed since the Due Date (HealthCloudGA__DueDate__c) value.

18

My Overdue Requests

A report of all of the user's overdue PJN_Request Case records.

19

My Overdue Requests by Program

A report of all of the user's overdue PJN_Request Case records. The requests are grouped by their programs.

20

My Requests by Program

A report of all of the user's PJN_Request Case records. The requests are grouped by their programs.

21

My Requests by Status

A report of all of the user's PJN_Request Case records. The requests are grouped by the Status field of each Case record.

KCC Home Page Reports

This folder contains the default reports that appear on the Home page.

#

Report name

Description

1

My Care Plans by Status (Home)

A report of all of the user's CarePlan Case records. The care plans are grouped by the Therapy Status (mvn__PJN_Therapy_Status__c) and Therapy Sub-Status (mvn__PJN_Therapy_Sub_Status__c) fields of each Case record.

Note

This is a copy of the "My Care Plans by Status" report in the KCC End User Reports folder.

2

My Open Activities by Subject (Home)

A report of all of the user's open PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by the Subject field of each Case record.

Note

This is a copy of the "My Open Activities by Subject" report in the KCC End User Reports folder.

KCC Operational Reports

This folder contains reports of the different information that any care plan may capture, including, but not limited to, expiring consent, member plans by payer, and patients by age.

#

Report name

Description

1

Activities by Duration

A report of all PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by the age (in days) of when each Case record was opened and then closed. Out of the box, the Age Categories buckets and ranges are:

  • Under 1 Day

  • 1 - 3 Days

  • 3 - 7 Days

  • 7 - 14 Days

  • Over 14 Days

2

Activities by Patient

A report of all PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by their patients and parent care plans.

3

Activities by Status

A report of all PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by the Status field of each Case record.

4

Assistance Programs by Type and Outcome

A report of all Assistance Program (mvn__PJN_Assistance_Program__c) records. The assistance programs are grouped by their record types and the Outcome (mvn__PJN_Outcome__c) field on each record.

5

Care Plans by Access Type

A report of all Care Plan (Case) records. The care plans are grouped by the Therapy Access (mvn__PJN_Therapy_Access__c) field on each record.

6

Care Plans by Age

A report of all Care Plan (Case) records. The care plans are grouped by the age (in months) of each record.

7

Care Plans by Owner

A report of all Care Plan (Case) records. The care plans are grouped by the owner of each record.

8

Care Plans by Physician

A report of all Care Plan (Case) records. The care plans are grouped by the Physician (mvn__PJN_Physician__c) field of each record.

9

Care Plans by Status

A report of all Care Plan (Case) records. The care plans are grouped by the Therapy Status (mvn__PJN_Therapy_Status__c) and Therapy Sub-Status (mvn__PJN_Therapy_Sub_Status__c) fields of each record.

10

Care Plans without Consent

A report of the Care Plan (Case) records that do not have related Consent (mvn__PJN_Contact_Point_Type_Consent__c) records. The care plans are grouped by the owner of each Case record.

11

Closed Activities by Owner

A report of all of the closed PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by the owner of each Case record.

12

Closed Requests by Owner

A report of all of the closed PJN_Request Case records. The requests are grouped by the owner of each Case record.

13

Consent by Care Plan

A report of all Consent (mvn__PJN_Contact_Point_Type_Consent__c) records. The Consent records are grouped by their parent care plans.

14

Consent by Source

A report of all Consent (mvn__PJN_Contact_Point_Type_Consent__c) records. The records are grouped by the Capture Source (mvn__PJN_Capture_Source__c) field on each Consent record.

15

Consent by Type and Status

A report of all Consent (mvn__PJN_Contact_Point_Type_Consent__c) records. The records are grouped by the Data Use Purpose (mvn__PJN_Data_Use_Purpose__c) and Privacy Consent Status (mvn__PJN_Privacy_Consent_Status__c) fields on each Consent record.

16

Coverage Investigations by Care Plan

A report of all Coverage Investigation (mvn__PJN_Coverage_Investigation__c) records. The coverage investigations are grouped by their parent care plans.

17

Coverage Investigations by Outcome

A report of all Coverage Investigation (mvn__PJN_Coverage_Investigation__c) records. The coverage investigations are grouped by the Access Type (mvn__PJN_Access_Type__c) and Outcome (mvn__PJN_Outcome__c) fields on each record.

18

Coverage Investigations by Status

A report of all Coverage Investigation (mvn__PJN_Coverage_Investigation__c) records. The coverage investigations are grouped by the Status (mvn__PJN_Status__c) field on each record.

19

Expiring Assistance Programs

A report of all of the expiring Assistance Program (mvn__PJN_Assistance_Program__c) records that are expiring. "Expiring" means that the Expiration Date (mvn__PJN_Expiration_Date__c) value on the Assistance Program record is 90 days or fewer from the current date.

20

Expiring Consent by Case Owner

A report of all of the expiring Consent (mvn__PJN_Contact_Point_Type_Consent__c) records whose Privacy Consent Status (mvn__PJN_Privacy_Consent_Status__c) field equals Opt In. "Expiring" means that the Effective To (mvn__PJN_Effective_To__c) value on the Consent record is 90 days or fewer from the current date. The records are grouped by the owner of each Consent record.

21

Expiring Prior Authorizations

A report of all of the expiring approved Prior Authorization (mvn__PJN_Prior_Authorization__c) records. "Expiring" means that the Expiration Date (mvn__PJN_Expiration_Date__c) value on the Prior Authorization record is 90 days or fewer from the current date.

22

Fulfillment Requests by Care Plan

A report of all Fulfillment Request (mvn__PJN_Fulfillment_Request__c) records. The fulfillment requests are grouped by their parent care plans.

23

Fulfillment Requests by Type

A report of all Fulfillment Request (mvn__PJN_Fulfillment_Request__c) records. The fulfillment requests are grouped by their record types.

24

Fulfillment Requests by Type and Status

A report of all Fulfillment Request (mvn__PJN_Fulfillment_Request__c) records. The fulfillment requests are grouped by their record types and the Status (mvn__PJN_Status__c) field on each record.

25

Member Plans by Payer

A report of all Member Plan (mvn__PJN_Member_Plan__c) records. The member plans are grouped by the Payer (mvn__PJN_Payer__c) field on each record.

26

Member Plans by Plan Type

A report of all Member Plan (mvn__PJN_Member_Plan__c) records. The member plans are grouped by the Plan Type (mvn__PJN_Plan_Type__c) field on each record.

27

Member Plans with Prior Authorizations

A report of the Member Plan (mvn__PJN_Member_Plan__c) records that have related Prior Authorization (mvn__PJN_Prior_Authorization__c) records. The member plans are grouped by their parent care plans and the Outcome (mvn__PJN_Outcome__c) field on the Prior Authorization record.

28

Missing Information Activities

A report of all PJN_Missing_Information Case records. The missing information cases are grouped by the owner and Status field of each Case record.

29

Open Activities by Owner

A report of all of the open PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by the owner of each Case record.

30

Open Requests by Owner

A report of all of the open PJN_Request Case records. The requests are grouped by the owner of each Case record.

31

Overdue Activities by Owner

A report of all of the open overdue PJN_Activity and PJN_Missing_Information Case records. "Overdue" means that the Due Date (HealthCloudGA__DueDate__c) value on the Case record has passed by one or more days. The activities and missing information cases are grouped by the owner of each Case record.

32

Overdue Requests by Owner

A report of all of the open overdue PJN_Request Case records. "Overdue" means that the Due Date (HealthCloudGA__DueDate__c) value on the Case record has passed by 1 or more days. The requests are grouped by the owner of each Case record.

33

Patients by Age

A report of all patients. The patients are grouped by their age.

34

Patients by Gender

A report of all patients. The patients are grouped by their gender.

35

Patients by State

A report of all patients. The patients are grouped by the state they live in.

36

Physician Change Events by Care Plan

A report of all PJN_Physician_Change Event (mvn__PJN_Event__c) records. The physician change events are grouped by their parent care plan.

37

Prior Authorizations by Type and Outcome

A report of all Prior Authorization (mvn__PJN_Prior_Authorization__c) records. The prior authorizations are grouped by the Type (mvn__PJN_Type__c) and Outcome (mvn__PJN_Outcome__c) fields on each record.

38

Program Activities by Duration

A report of all PJN_Activity and PJN_Missing_Information Case records. The activities and missing information cases are grouped by the Subject field and age (in days) of when each Case record was opened and then closed. Out of the box, the Age Categories buckets and ranges are:

  • Under 1 Day

  • 1 - 3 Days

  • 3 - 7 Days

  • 7 - 14 Days

  • Over 14 Days

39

Program Stages by Duration

A report of the Problem (HealthCloudGA__CarePlanProblem__c) records in a care plan. The problems, or stages, are grouped by their names and are measured by the number of days they have been or were open.

40

Program Stages by Status

A report of the Problem (HealthCloudGA__CarePlanProblem__c) records in a care plan. The problems, or stages, are grouped by both the name of the related Care Program (CareProgram) record and the Status (mvn__PJN_Status__c) field of each Problem record.

41

Requests by Duration

A report of all PJN_Request Case records. The requests are grouped by the age (in days) of when each Case record was opened and then closed. Out of the box, the Age Categories buckets and ranges are:

  • Under 1 Day

  • 1 - 3 Days

  • 3 - 7 Days

  • Over 7 Days

42

Requests by Origin

A report of all PJN_Request Case records. The requests are grouped by the Case Origin (Origin) field of each Case record.

43

Requests by Patient

A report of all PJN_Request Case records. The requests are grouped by the patient on the Case record and their parent care plans.

44

Requests by Program

A report of all PJN_Request Case records. The requests are grouped by the related Care Program (CareProgram) record.

45

Requests by Status

A report of all PJN_Request Case records. The requests are grouped by the Status field of each Case record.

46

Shipments by Care Plan

A report of all Shipment (mvn__PJN_Shipment__c) records. The shipments are grouped by their parent care plans.

47

Therapy Access Events by Access Type

A report of all PJN_Therapy_Access Event (mvn__PJN_Event__c) records. The therapy access events are grouped by the Access Type (mvn__PJN_Access_Type__c) field of each Event record.

48

Therapy Access Events by Care Plan

A report of all PJN_Therapy_Access Event (mvn__PJN_Event__c) records. The therapy access events are grouped by their parent care plans.

49

Therapy Status Events - Time to Therapy

A report of the PJN_Therapy_Status_Update Event (mvn__PJN_Event__c) records whose New Therapy Status (mvn__PJN_New_Therapy_Status__c) field equals On Therapy and whose New Therapy Sub-Status (mvn__PJN_New_Therapy_Sub_Status__c) field equals Triaged to SP. The therapy status update events are grouped by their parent care plans.

50

Therapy Status Events by Care Plan

A report of all PJN_Therapy_Status_Update Event (mvn__PJN_Event__c) records. The therapy status update events are grouped by both their parent care plans and the date that each event was created.

51

Therapy Status Events by Status

A report of all PJN_Therapy_Status_Update Event (mvn__PJN_Event__c) records. The therapy status update events are grouped by the New Therapy Status (mvn__PJN_New_Therapy_Status__c) and New Therapy Sub-Status (mvn__PJN_New_Therapy_Sub_Status__c) fields of each Event record.