Interactive Reports

IMPORTANT: Please note that the data and components found throughout your account are dependent on your company's Carevoyance subscription. Access to Carevoyance is unique to each company, therefore the example images used in this training may differ from what you see in your account. Interactive reports are also based on the exact provider you are viewing, so keep in mind that reports will differ slightly based on the focal provider. This article is meant to build a foundational understanding of our in-product reporting capabilities. For a detailed training on your specific use case, please reach out to your designated customer success team member.

 

Interactive reports are an in-product feature that helps you gain a deeper understanding of an individual or facility. Reports can be tailored to your specific needs, allowing you to focus on the metrics and data points that matter most to you. This course will cover everything you need to know about leveraging these interactive reports. 

 

Common Uses for Interactive Reports

• Use the interactive report options to equip yourself with everything you need to know about your prospects before meeting with them. 

• Enrich your sales conversations by focusing your reports on the procedures or services captured inside your codesets. 

• Analyze patient movement trends like Marketshare, patient leakage, referrals, and much more for an individual or facility, and their surrounding competition.

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Portlets

Interactive reports can be customized by layering one or multiple portlets together to create a robust and meaningful analysis of any individual or facility. Our team can work with you to create meaningful default reports based on the portlets that matter most to you. Some users will also have the ability to create new reports. Regardless of whether you are running a default report, or a new report, it is important to understand what details are included! 

Portlets are the foundation of Carevoyance's reporting capabilities. These portlets are individual sections that provide you granular details on specific metrics like market share, case loss, and so much more! There are 19 available portlets that can be layered into your interactive reports. When running a report, portlets will populate based on the individual or facility you choose to run the report for as well as the settings that were applied when creating the report, therefore reports may look slightly different. 

Each of the portlets are outlined below to give you a better idea of what's available to include in your reports! 

1. Care Cluster Code Details: This portlet allows you to view all the codes and logic that have been layered into the Care Cluster you've selected. This portlet is available for individuals and organizations. 
2. Case loss: This portlet shows patients that came to the focal facility or provider for care, and then went elsewhere for the codeset (procedure or diagnosis) of interest. This portlet is available for individuals and organizations.
3. Case retention: The Case Retention portlet shows metrics around case loss, gain, balance and retention for patients treated at the focal provider who first had a claim matching your criteria. Metrics in this portlet can be viewed by patients or by revenue as well as by organization or by individual physicians in either chart or tabular format. The case retention analysis is based on claims data and operates on a rolling four quarter window of the most up-to-date periods for which Carevoyance has both Medicare and Commercial claims. This portlet is available for individuals and organizations.

4. Discharge metrics: This portlet highlights where patients who received these procedures were discharged post-episode. This portlet is only for organizations. 

5. Facility Demographics: This portlet represents a short demographic overview of this facility. Facility demographics include financials, payor mix, care cluster breakdown and more! This portlet is only for organizations.
6. HCAHPS Survey Comparison: This portlet showcases the focal facility’s HCAHPS metrics compared to other like facilities. This portlet is only for organizations.
7. Hospital Service Area: Hospital Services Areas (HSAs) are local health care markets for hospital care. An HSA is a collection of zip codes whose residents receive most of their hospitalizations from the hospitals in that area. This portlet provides comparisons of the top 15 zip codes within the HSA of the focal facility. This portlet is not only analyzing the geography, but also the volume of the codeset (procedure or diagnosis) within that geography. This portlet is only for organizations.
8. Largest regional facilities: This portlet summarizes the largest hospitals in the selected geography by number of beds, as reported to CMS. The discharge counts and revenues below are across all payor types. This portlet is available for individuals and organizations.
9. Market share: This portlet shows the overall market share for all relevant patients matching your criteria. The facilities in this list are the top facilities treating relevant patients, by number of patients treated. Each facility must treat at least one relevant patient to be considered for inclusion. These organizations are ordered by the sum of patients treated (e.g. the #1 facility treats the most of these patients). Market share provides you year-over-year trends, as well as the ability to compare the top competitors in your relevant market! This portlet is available for individuals and organizations.
10. Patient Pathways: Patient Pathways shows the common treatment paths patients took from source providers to the focal provider in order to receive a procedure of interest. These treatment paths are also known as inferred referrals. The patient encounters at both source providers and focal provider can be filtered with care clusters; for example, showing patients who first received a particular diagnosis at the source providers (relevant patients) before receiving a particular treatment at the destination provider (treated patients). The time window between seeing the source provider and receiving the procedure may also be adjusted to 30, 90, or 365 days in the report settings. This portlet is available for individuals and organizations.
11. Patient treatment destinations: This portlet shows the volume of patients that originated in a specific county, that left that county for care relevant to your codeset, within the reports specified radius. High overall leakage is a financial threat to any provider. Leaked patients not only represent a missed revenue and reimbursement opportunity for that service, but potentially missed revenue for the lifetime of the patient. Decreasing the leakage rate and increasing the rate of relevant patients getting treated at this facility will both grow the immediate financials of the provider, but also pay dividends over time. This portlet is available for individuals and organizations.
12. Physician Affinity: See where physicians affiliated with the focal facility are spending their time treating patients within your specified Care Cluster. Knowing how physicians are splitting their time can help you better understand where they are treating patients and help you get a better understanding of them! This portlet is only for organizations.
13. Physician demographics: This portlet highlights information about a physician’s practice, most common diagnoses and procedures, location, and more! This portlet is only for individuals.
14. Procedure Summary: This is a detailed portlet for all procedures of interest performed by the top 10 providers within the same geographical area as the focal provider. Each section details relevant procedures from each of inpatient, outpatient and office setting. Each section includes the procedure volumes, average lengths of stay (ALOS), charges and revenue. Use this portlet to compare regional providers on each procedure of interest, contrasting the revenues and metrics like ALOS for each facility. Some providers may do more of one type of procedure than another, this might be competitive advantage you may choose to highlight in your presentation. This portlet is available for individuals and organizations.
15. Readmissions: This portlet calculates the readmissions for the focal provider within the specific timeframe selected in the report settings. Readmissions are calculated by counting patients who were discharged for the discharge codesets, then readmitted for any reason (i.e., all-cause readmissions), and the readmissions of interest codesets. This portlet is available for individuals and organizations.
16. Sunshine act payments: Understanding pre-existing relationships, and financial collaborations, between the focal provider and your competitors can help hone your message. Highlight ways your product is different from the competition, and ways your product helps the physician during its use. Some of these companies may be your partners, in which case, try highlighting how your respective products work together. This portlet is available for individuals and organizations.  
17. Top Affiliated Facilities: This portlet summarizes where the focal physician treats relevant patients. "Relevant patients" are defined by your codeset. This section of the report includes all relevant patients treated across all facilities by this physician, where a claim can be tied to both the physician and a facility. This portlet is only for individuals.
18. Top Affiliated Physicians: This report summarizes which physicians perform procedures and services of interest at the focal facility. Procedures and services of interest are defined by your codeset. This section of the report only includes patients treated at the current facility and does not include treatments that the physician performed elsewhere. This portlet is only for organizations.
19. Total ROI Opportunity: This portlet calculates the total opportunity for the focal provider by adding up the estimated revenue from a 10% capture of leaks, travelers, and cases lost for the criteria you've selected. The average revenue for each criterion is based on analysis of Medicare patients who were treated for your codeset. This portlet is available for individuals and organizations.

Pro Tip: Let your Customer Success team know which portlets will be most impactful for your teams, and they'll work with you to create customized default reports. 

 

Running an Interactive Report

Now that we've covered the foundation of your reports, let's go over how you can run a report! 

Regardless of whether you are using the Market View or Field View module, you can run reports by clicking on the blue 'Reports' button located on each of the provider information tiles in your list of providers.

Once you click 'Reports', you will see any reports that have been shared with you. These reports are also known as default reports because they are typically ones that your designated customer success team has helped set up for you team based on your use case! Within each of the reports you see listed, one or multiple relevant portlets have been layered on to provide you with a robust analysis. We'll cover how you can see what portlets have been included in a default report in the next section of this course. 

To run a default report, simply click 'Run Report' next to the report you're interested in or select 'New Report' to create one with the 19 portlets available! 

 

 

IMPORTANT: Not all users have access to create new reports! Please reach out to your designated customer success team member if you have any questions. 

 

What's Included in the Reports? 

If you are unsure what portlets may be included in the reports that have been shared with you, don't worry! 

Navigate to 'Team' in the upper left corner of your screen and select 'Provider Reports' from the menu. 

Here you will find the name of each report that has been shared with you, as well as which portlets have been layered into the report! This will help you decide which of the default reports you'd like to analyze! 

 

 

Navigating Reports

Now that you've decided which report you want to run, it's time to view your results! Below are the general capabilities of navigating through a report! 

• Portlets: On the left-hand panel you will see all of the portlets that have been layered onto the report you are viewing! Click directly on the portlet name to dive into that section of your report. Note: The portlets you see here will differ depending on the report you are viewing! 
• Email PDF: Click this button to send yourself a PDF of the report for your records. 
• Share Report: Need to share this report with a colleague? Click this button to add individuals by email! 
• Portlet navigation: Each portlet will be set up differently! You can scroll through each page to view all the details that each portlet will provide. Some portlets provide maps, some provide tables, and some provide graphs. 
• Interactives: Portlets that have interactive graphs, maps, and tables allow you to hover and/or click onto areas of the interactive to view details for that specific area. If you see linked provider names in any of the portlets, you also have the ability to dive into that providers profile to learn more! 
• Page Navigation: You can use the arrows in the bottom left corner of your report to navigate through your portlets. 

 

Create a New Report

Can't find a default report that has the metrics you need? Depending on your access you may be able to create reports yourself. If you have the ability to create reports, follow the steps below to learn more about creating reports from scratch! If you do not have access, skip this section and reach out to your designated customer success team for more information. 

• Regardless of whether you are using the Market View or Field View module, you can create a new report by clicking on the blue 'Reports' button located on each of the provider information tiles in your list of providers. From here, you'll want to select 'New Report'. 

• After selecting 'New Report', you'll be prompted to edit your report layout. Here you will need to give your new report a name, description, and decide whether you want this report to be accessible for individuals, organizations, or both. You may also lock the report from deletion if you will be sharing across your organization and don't want the report to be removed on accident! 

• After completing your layout, you will now have the opportunity to add one or multiple portlets to your report. Add portlets from the right-hand panel by clicking 'ADD'. Once portlets are added to the left-hand panel you can move them around using the arrows, as well as remove if needed! 

• After selecting your portlets, you will want to apply your default report settings. These settings will ensure that when you run this report, the portlets you've selected have the right parameters to populate an analysis. Each setting applies to all portlets in this layout, unless a portlet has a setting for that value already, in which case the portlet-specific setting will take precedence. Included here you can layer on settings for specific codesets, number of providers, referral time frames, and claim years. In the example image below, we've selected a codeset for 'Hip, Knee (Joint). We have also layered on 10 top providers, 30-day referral window, and the latest full year of data. This means that when we run this report, each of the portlets I've added will reflect only details for the Hip, Knee (Joint) codeset, only compare the focal provider to the top 10 other providers, only use 30-day referrals, and only provide details for the latest full year of data!

• Now that your new report has been set up, you have the option to share this across your organization! Choose between coworkers, hierarchy, or groups. Keep in mind that you do not need to share a report! 

Pro Tip: Use the groups option to easily share a report with all members of your organization! 

• Make sure to save your report! You can also choose to notify shared users, or not depending on your preference. If you want your team to know a new report has been shared with them, you may want to notify users. 

• After saving your report, you can jump back into Market or Field View. You should see your new report on the default list once you click 'Reports'. Click 'Run Report' to start your new analysis!

Why isn't the Report Populating?

If you run a report and notice that the portlets are not loading information, it may be because there are no default filters applied. If this is the case, you will have to manually apply filters by following the steps below! 

• Regardless of whether you are using the Market View or Field View module, click on the blue 'Reports' button located on each of the provider information tiles in your list of providers. From here, you'll want to click the arrow and select 'Run Report with Settings'.  

• After selecting 'Run Report with Settings', you'll be prompted to apply settings to the report. These settings will ensure that when you run this report, the portlets you've selected have the right parameters to populate an analysis. Each setting applies to all portlets in this layout, unless a portlet has a setting for that value already, in which case the portlet-specific setting will take precedence. Included here you can layer on settings for specific codesets, number of providers, referral time frames, and claim years. 

• To run your new report, click on 'RUN REPORT' from the bottom left corner of the overall settings page. 

• After editing the overall settings and running your report you're ready to start your analysis