Operations Dashboard

| Dashboard extending high-level & detailed metrics for each key area of business within eBlu Solutions

Keyword Association

Keyword	Definition
Looker Studio	Reporting analytics platform where data teams and regular users can visualize and build reports, dashboards, and analytical components
KPI	"Key Performance Indicator"
Scorecard	Reporting component available within Looker Studio extending numeric value with rolling trend percentage
Filter	Specific component utilized to screen data from a data source to determine whether the data should be included in or excluded from the calculations of the report results
Lineage	Origin of the data source and/or underlying table object in which the calculation is being driven
Cross Filtering	Feature within Looker Studio giving data teams the ability to share datasets and filters across numerous or all reporting components giving a seamless reporting experience
Dimension_Drilling	Feature within Looker Studio revealing additional levels of detail within a chart. Drill Up from a lower level of detail to a higher one (e.g., from City to State) Drill Down from a higher level of detail to a lower one (e.g., from Yearly to Monthly)

Shared Filters

Filter Name	Description
Manufacturer	Allows a user to multi-select and single select specific drug Manufacturers and filter the context page data
Product	Allows a user to multi-select and single select drug Products relative to a specific manufacturer.
Payer	Extends multi-select and single select Payers relative to a specific eBlu transaction metrics such as Benefit Inquiries, Prior Authorizations, CoPays etc.
Date Range Picker	Custom date picker that extends master level date shares for all metrics on the contextual page, and comes with built in Quick Dates giving the user the ability to customize metrics for common ranges and advanced use cases.

Pages

Each page is relevant to the line of business area tailored to operational metrics and insights

Dashboard / Homes

| High-level view of all core line of business metrics and KPI's

Scorecard Metrics

Metric	Description
Benefit Inquiries	Benefit Inquiry transactions with status = True or 1
Deactivated Benefit Inquiries	Benefit Inquiry transactions with status = False or 0
Active CallSheets	Call transactions with the relative status = True or 1
Deactivated CallSheets	Inactive call transactions with the relative status = False or 0

Key Performance Indicators (KPI)

KPI	Description
Calls Completed	Total sum of calls with the status = Completed or 2
Active Practices	Practices with an active status of True or PracticeStatus = True , this metric is independent of filters and date range
Practice Locations	Practice Locations with an active status of True or PracticeLocationStatus = True with Onboarding Status = Practice Live and OrganizationType = Super Group Location or if Practice Location is null, Practices with an active status of True or PracticeLocationStatus = True with Onboarding Status = Practice Live , this metric is independent of filters and date range
Groups Built	Groups where GroupAction is equal to Created
Automatic BI*	Total Benefit Inquiries where IsAutomaticBenefitInquiry is True; IsAutomaticBenefitInquiry is True when the Product associated with the Benefit Inquiry is not "Check Eligibility" and TurnAroundTime of the Benefit Inquiry is less than or equal to 5 minutes. *This metric includes ALL active and inactive Benefit Inquiries.
Non-Automatic BI*	Total Benefit Inquiries where IsAutomaticBenefitInquiry is False; IsAutomaticBenefitInquiry is set to False under following three conditions: *This metric includes ALL active and inactive Benefit Inquiries. 1. when AutomaticallyCompleted flag associated with the Benefit Inquiry is False 2. When AutomaticallyCompleted flag associated with the Benefit Inquiry is Null AND Benefit Inquiry Status is 1, Needs Provider Review, AND NeedsProviderReviewStatus is in InactiveCoverage, BenefitNotCovered, or ManagedCare 3. When AutomaticallyCompleted flag associated with the Benefit Inquiry is Null AND Benefit Inquiry Status is in 2 In Process 3 PA or PreD 4 Pending 5 Completed 6 Waiting for Payer Response 8 Closed 9 Processing 10 Needs eBlu Review Manual Overrides Total number of Benefit Inquiries had manual intervention with RequestActive = True and DisplayManualPartA = True BI TAT Turn-around-time in minutes for Benefit Inquiries. Calculated by average daily aggregate of working minutes based on business hours and displayed as a percentage for the following criteria: Criteria Value Start Time BenefitInquiryCreateDate End Time BenefitInquirySubmissionDate BenefitInquiryStatusChange PAOrPreD or 3 Pending or 4 Completed or 5 Utilizes our internal analytics User-Defined Function (UDF) - GetWorkingMinutes CallSheet TAT Turn-around-time in minutes for CallSheets. Calculated by average daily aggregate of call length for following criteria: Criteria Value Start Time CallSheetCreateDate End Time CallSheetApprovedDate CallSheetActive True or 1 Utilizes our internal analytics User-Defined Function (UDF) - GetCallerWorkingTime Quality Performance Legend Key Description Automatic Requests Number of requests that were processed automatically Non-Automatic Requests Total of requests marked as non-automatic or had manual intervention CallSheet Audit Rate Sum of audits with the AuditType = 'CallSheet' Specialty Insights | Table visualizing key areas aggregates by medical specialty Filter(s) Speciality - area of medical speciality in which eBlu services Chart Description Legend Key Description BI's Count of Active Benefit Inquiries by Practice or Location Specialty Sponsored Drugs Count of Drugs per Benefit Inquiry where manufacturer contract is Active and the manufacturer contract is Sponsored Drug. Grouped by Practice or Location Specialty Patients Count of distinct Patients. Grouped by Practice or Location Specialty Benefit Inquiry Trends | Visualization and KPIs relative to Benefit Inquiries trends for relative date dimensions Chart Interactions Capability of drilling up/down into various date dimensions. Read more here Right-click the visualization and select Drill Up or Drill Down to access following dimensions: BenefitInquiryCreateDate (Hour) BenefitInquiryCreateDate (Month) BenefitInquiryCreateDate (Quarter) BenefitInquiryCreateDate (Year) Legend & KPI Description BI returned < 24 hours Benefit Inquiry that is Active and has a turn-around-time within a twenty-four hour (1-day) window BI returned >= 24 hours Benefit Inquiry that is Active but has a turn-around-time of greater than or equal to a twenty-four hour (1-day) window Sponsored Drugs Sum of Drugs per Benefit Inquiry where the manufacturer contract is Active and the contract type is Sponsored Drug Automation Rate Percentage based calculation of automatic BenefitInquiries. The automatic Benefit Inquiries are calculated True when Benefit Inquiry is Active, doesn't contain Check Eligibility, and TurnAroundTime <= 5 minutes. Automatic Benefit Inquiries are calculted False when AutomaticallyCompleted Flag is null, Benefit Inquiry Status NOT IN (2,3,4,5,6,8,9,10) OR Benefit Inquiry Status = 1 AND NeedsProviderReviewStatus IN (InactiveCoverage,BenefitNotCovered,ManagedCare). Automatic Benefit Inquiries are calculted Null When Benefit Inquiry Status = 0 OR when Benefit Inquiry Status = 1 AND NeedsProviderReviewStatus NOT IN (InactiveCoverage,BenefitNotCovered,ManagedCare) Patient Metrics Chart Metric Description Patients by Specialty Sum of patients grouped by medical specialty displayed as visualization Card Metric Description New Patients Active Benefit Inquiry request where flag NewPatient = True Patient Quality Percentage of Benefit Inquiries returned under 24hr (1-day) window Average Journey Time Average Benefit Inquiry turn-around-time in hours calculated from Patient Journey Payer Statistics Card Metric Description Top 5 Payers Sum of Benefit Inquiries grouped by Payer - LIMIT 5 - ORDER BY Benefit Inquiry count descending Self Funded % Benefit Request having SelfFunded = True Longest Hold Time The max hold time with a Payer calculated by Call Duration in Minutes Call Duration Average call duration calculated in minutes Practices | Detailed view of all relative Practice metrics and detailed insights Filter(s) Page Filters Description Buy And Bill Relative to a Benefit Inquiry request that is flagged as Buy And Bill Self Funded Relative to a Benefit Inquiry request where SelfFunded = True Is Active Boolean flag mapping to the Practice active status. - If Yes then the Practice is active within eBlu system - If No then the Practice is marked as inactive within eBlu system OnBoarding Status Monitoring status of each Practice if selected, the whole page will default to that context status Practice Extends the user the ability to multi-select and single select Practice(s) to reflect on the entire page Practice Location Extends the user the ability to multi-select and single select Practice Location(s) to reflect on the entire page Payer Extends the user the ability to multi-select and single select Payer linked to each Practice to reflect on the entire page Diagnosis Extends the user the ability to multi-select and single select Diagnosis relative to the Practice to reflect on the entire page Lineage Lineage Definition Description Cross Filtering Turned ON - see here for information on Cross Filtering Table Origin reporting_us.PracticeStatistics, reporting_us.PracticeOnboardingOverview Practice Utilization Statistics Utilization trend of transactions by relative CreateDate. Chart is eligible for dimensional drilling explained here Legend Key Description Benefit Inquiries Running aggregate total of Benefit Inquiries for the specific date range selected - Trending Previous year for Benefit Inquiries processed within the date range from the prior year. Prior Authorizations Running aggregate total of Prior Authorizations for the specific date range - Trending Previous year for Benefit Inquiries processed within the date range from the prior year. Top 5 No-Treatment Reasons Visualization reflecting the top NoTreatmentReason(s) by sum of Benefit Inquiries. Grouped by NoTreatmentReason and organized by Practice name. Practice Location Utilization Paginated table of Benefit Inquiries grouped by Practice Location when location is Active Practice Metrics by Transaction Type Key Or Metric Description Benefit Inquiries Sum of Benefit Inquiries relative to Practice Utilization Statistics just visualized mapped to a numeric Prior Auths Sum of Prior Authorizations relative to Practice Utilization Statistics just visualized mapped to a numeric Savings Enrollment Sum of CoPayEnrollment transactions where CoPayEnrollementStatus does not equal FinancialEnrollment or 3 EOB (Explanation of Benefits) Sum of ExplanationOfBenefits transactions Top Diagnosis by BI Count Visualization of top Diagnoses by Benefit Inquiry count where Diagnosis does not equal Off Label Top Locations By Benefit Inquiries Visualization providing the top Practice Locations by Benefit Inquiry count. Grouped by Active Practice Location with no relevant status Locations by State Heat-Map Visualization Aggregate of Practice Locations by location City and State Cross-filtering turned ON for State and City Cross-filtered Table Key Description State Geographical State identifier in which the Practice Location resides City Geographical City identifier in which the Practice Location resides Location Identifiable name of the Practice Location Practice OnBoarding Overview Area Filter(s) Practice Utilizing BI Batching Date Range Picker Key Description Practice Name Name of the contextual Practice within eBlu system Monitoring Status Status of relative transactions linked to context Practice. Status Description Needs Provider Review Total count of Benefit Inquiries in NeedsProviderReview status Overdue in Progress BI's Total count of Benefit Inquiries with turn-around-time >= 24hrs PA Queue Number of Prior Authorizations in queue where PriorAuthStatus is not in the following statuses : Approved or 1 Denied or 2 Canceled or 3 OptOut or 5 Closed or 7 NeedsProviderReview or 8 NotRequired or 9 eBluReview or 10 PA's in NPR PriorAuthStatus = 'NeedsProviderReview' or 8 Status Count Sum of transactions within specific Monitoring Status Utilizing BI Batching If Practice has BatchTypeId = 1 or File Practice Utilization < 30 Benefit Inquiries (Daily) Table highlighting the Practice Benefit Inquiry count where daily count is less than 30 Grouped by Practice Location Ordered by Benefit Inquiry Count Practice Location Trends (Last Year) Flattened table showcasing the utilization trends from the prior year to the selective date range Benefit Inquiry count with trend count of last year Group By Practice Location Visualized as a chart in Practice Utilization Statistics Providers | Detailed view of all relative Provider metrics and detailed insights Filter(s) Page Filters Description Practice Extends the user the ability to multi-select and single select Practice(s) to reflect on the entire page Provider Extends the user the ability to multi-select and single select Provider(s) to reflect on the entire page Provider Activity Visualization & Paginated table showcasing Provider transactional activity by latest activity time Chart Description Visualization showcasing the Provider total aggregate of Benefit Inquiries by Provider full name. Capability of drilling up/down into various date dimensions. Right-click the visualization and select Drill Up or Drill Down to access following dimensions: BenefitInquiryCreateDate (Hour) BenefitInquiryCreateDate (Month) BenefitInquiryCreateDate (Quarter) BenefitInquiryCreateDate (Year) Paginated Table Key Description Provider Name Full name of the Provider within eBlu system Practice Relative Practice linked to Provider Last Activity Time The latest timestamp of a Benefit Inquiry linked to the relative Provider - Ordered by BenefitInquiryCreateDate descending Patients by Needs eBlu Review Status Paginated table highlighting Provider data by Patient and NeedseBluReviewStatus Key Description Provider Full Name of the a Provider with hyperlink to Provider Portal > Provider page Patient Unique identifier of a Patient with hyperlink to Provider Portal > Patient page Status Reason Status description contents of NeedseBluReview within Benefit Inquiry Summary Benefit Inquiry Unique identifier of Benefit Inquiry with hyperlink to Provider Portal > BenefitInquiryResult > Summary Top 20 Providers by Benefit Inquiry Count Table highlighting the Top 20 providers by Benefit Inquiry count. Ordered by Benefit Inquiry count descending Provider by Specialty & Patient Count Table showcasing the Provider(s) by their Specialty and number of total Patients. Ordered by Patient count descending Payers | Detailed view of all relative Payer metrics and detailed insights Filter(s) Page Filters Description Plan Year Extends the user the ability to multi-select and single select specific plan years relative to payer policies Practice Extends the user the ability to multi-select and single select Practice(s) to reflect on the entire page State Extends the user the ability to multi-select and single select geographical State(s) to reflect on the entire page Payer Extends the user the ability to multi-select and single select Payer(s) to reflect on the entire page Payer Utilization Visualization & Pivot table showcasing Payer transactional activity by Benefit Inquiry time Chart Description Utilization trending sum of Benefit Inquiries by Benefit Inquiry date dimensions: BenefitInquiryCreateDate (Month) BenefitInquiryCreateDate (Quarter) BenefitInquiryCreateDate (Year) Pivot Table Pivot Key Description Payer Full name for relative Payer Benefit Inquiry Date Columns pivoted on Benefit Inquiry create organized by Month/Year Benefit Inquiries Sum of Benefit Inquiries for the relative date with aggregated Grand Totals Medical Policy Trends & Updates Workflow table for policies and relative Payer information Associating Benefit Inquiry Plan & Calendar Benefit Inquiry Plan Year Associated Benefit Inquiry Calendar Year in which the CreateDate is associated Filter(s) Workflow Table Filter Counts Rolling aggregate of Policy counts displayed within the filter dropdown Table Filters Description Review Complete Extends the user the ability to select Yes or No for relative policies that have already been reviewed Medical Policy Type Extends the user the ability to multi-select and single select to view polices by MedicalPolicyType Policy Type Extends the user the ability to select Medical or Both policy types IsActive Filter the policies that are active Yes or inactive No Key Description Payer Full name of Payer within eBlu system. Links to Provider Portal > Payer Policy Unique identifier of a Policy within eBlu system. Linked to Provider Portal > PayerPolicy Effective Date Date in which the policy was enacted Renewal Date Date in which the policy is scheduled for renewal Groups | Detailed view of all relative Group metrics and detailed insights within a workflow table and scorecard tracker Filter(s) Page Filters Description Plan Year Extends the user the ability to multi-select and single select specific plan years relative to payer policies Practice Extends the user the ability to multi-select and single select Practice(s) to reflect on the entire page Self Funded Relative to a Benefit Inquiry request where SelfFunded = True Medical Policy Type Extends the user the ability to multi-select and single select to view polices by MedicalPolicyType Parent Group Extends the user to ability to select Yes or No if a Group is labeled as ParentGroup State Extends the user the ability to multi-select and single select geographical State(s) to reflect on the entire page Buy And Bill Relative to a Benefit Inquiry request that is flagged as Buy And Bill Payer Extends the user the ability to multi-select and single select Payer(s) to reflect on the entire page Scorecards Metric Description Total Groups Built Rolling aggregate of unique Group(s) built within eBlu System Active Groups Rolling aggregate of unique Group(s) with status as Active, 1, or True within eBlu System Inactive Groups Rolling aggregate of unique Group(s) with status as Inactive, 0, or False within eBlu System Workflow Table Key Description Group Unique identifier of a Group within the eBlu system. Links to Provider Portal > Group Patient Unique identifier of a Patient within the eBlu system. Links to Provider Portal > Practice > Patient Payer Name of a Payer registered to the specific Group id Practice Name of Practice related to the specific Group id Practice Location Name of the Practice Location associated to the Practice and Group id Plan Number Unique character medical plan id relative to a Policy and Group Medical Policy Type Type of medical policy linked to a specific Group Products | Detailed view of all relative Product metrics and detailed insights based on Benefit Inquiry utilization and Patient counts Filter(s) Page Filters Description Manufacturer The Manufacturer of the Drug (product) Product The name of the contextual Product Practice Name of the Practice associated to the Product based on the Benefit Inquiry Scorecards Metric Description Total Products Total active Products within the eBlu System Sponsored Products Rolling aggregate of unique Products(s) with a valid contractual agreement for Sponsored Drug type services rendered from eBlu. The Start of the Sponsored Drug is the CreateTime of the contract within invoice_catalog_us.contracts with contract type of Sponsored Drug and status = Active. Currently no end time is tracked Product Activity Visualization showcasing Product activity trending by Benefit Inquiry creation date, and drillable by Month, Quarter & Yearly aggregates. Shared filters cross apply Pivot Workflow Table Key Description Manufacturer The Manufacturer of the Drug (product) [pivot key] Product The name of the contextual Product [pivot key] --> Benefit Inquiries Sum of distinct Benefit Inquiry identifiers based on Active state for the contextual date range. --> Patients Total sum of distinct patients associated to the Benefit Inquiries in the contextual date range. --> % of New Patients Percentage of Patients that have a first initial Benefit Inquiry conducted within eBlu during the associated date range. Thus qualifying them as New Patients