Managing Users and Groups
As employees join or leave your organization, or as responsibilities change, you need to manage who has access to Charge Analytics. Commure Pro Support is your partner in keeping your Charge Analytics user lists, groups, and licenses up to date. You can contact the Commure Pro Customer Support Center as follows:- Send email to support@commure.com
- Call (888) 994-2443 (8:00 am to 8:00 pm ET, Monday through Friday)
A Look at the User Profile
During Charge Analytics installation, you work with your Implementation Manager to set up all the users with a user profile. Each user profile includes information such as user name and password requirements. You also set up each user with a license. There are three kinds of licenses.- An Advanced license allows the most access and is usually assigned to administrators.
- A General license allows the user to look up and post data.
- A Casual license is primarily for those who just need to review information, such as physicians or other healthcare providers. In addition, you can ask to have named Groups set up. Groups are a convenient way to manage users. You can put together users who have the same information needs and then give them access at the Group level. For many institutions, a simple division into an Administrators Group and a Physician Group works well. All the administrators who have equal access to the same information can be included in the Administrators Group, and all the healthcare providers can be included in the Physician Group. Or in other cases, you may set up a Department Group, for users who should have access to all data for an entire department.
A Look at Pages and Portlets
Each Charge Analytics page provides easy access to predefined sets of data, called portlets. A page can contain top-level pages, such as an Overview page. You can also nest pages under a main page. For example, a Charges page can have separate Summary, Volume, and Trends pages. Each page presents a different set of data. For example, you could have a bar chart graph showing Number of Charges on the same page with a line graph comparing Number of Charges over the Last 12 Weeks. A standard set of page layouts lets you easily change how the portlets are displayed on the page. Use the layout that best fits the graphs. For example, a complex table might work best by itself in a one-column page layout, while a page with two graphs could use a two column layout, with or without a header. See Changing the Page Layout. A portlet displays the specified data. Each portlet includes the name of the data source (Marker) and a Display Type, such as Graph or Report. Each named portlet, such as Referrals by Month, or Percent of Charges by Department, loads a marker from the DiveLine server and displays it on the portal page. The Charge Analytics application uses Models, Diveplans, and Markers. Models store and organize the data. Diveplans add information, such as calculations and formatting, to models. Markers are the applications that navigate and present information. Data is displayed as a pie, line, or bar graph, or in a table or tabular report format. Regularly scheduled updates refresh the data.Changing the Page Layout
You can change how the portlets are laid out on the page. You can choose a different layout, such as changing from Two Column to Inverse T, or rearrange the order of the portlets on the page.- From Desktop Charge Capture, click the Analytics tab.
- On the Analytics Dashboard, click a tab to select it, and if there are sub-pages, click on a page on the left side of the screen.
- Locate the correct Down Arrow icon for the page, click it and select Settings from the drop-down list. Depending on the format of the page, the Down Arrow icon for the page will be located in one of two spots:
- If the tab has only one page, the Down Arrow icon for the page is located on the tab itself.
- If the tab has more than one page, the Down Arrow icon for the page is located to the right of the page name.
- Make any of the following optional changes:
- In the Name field, edit the text to change the page title.
- In the Layout field, select the layout that you want to use: One Column, Two Column, Three Column, T, Inverse T, I, or Manual.
- In the SideBar field, select the behavior you want to use for the sidebar menu: Use Standard Behavior, Start Open, or Start Closed.
- Click the OK button to save your changes.