Clients in active care
Distinct clients with an open episode
Needs attention
Flagged automatically from this workspace's data
Intakes and discharges
New episodes opened vs. episodes closed, by week
Time to first appointment
Median days from referral to first kept appointment
From referral to enrolled
Where people move through, and where they fall off
Access by site
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Documentation on time
Progress notes signed within 48 hours
Measurement-based care
Clients with a completed follow-up outcome measure
Quality by program
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Utilization by role
Booked clinical time against available time
Where clinical time goes
Share of a typical week across activity types
Caseload by team
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Required training completion
Share of staff current on each mandatory course
Credential status
Licenses & certifications across staff
Next renewals
Staff credential & learning tracker
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Net collections
Payments received after adjustments, by week
Where revenue leaks
Estimated weekly dollars at risk, by cause
Revenue cycle by payer
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