Healthcare Reporting Dashboard For UK-based Caregiver Provider

Explore how we helped a UK-based healthcare provider leverage Microsoft’s Power BI tool to track the performance of their caregivers and services offered for the region.

Project Overview

A UK-based healthcare solution provider for carers & clients wanted to develop a dedicated healthcare dashboard. It would enable assessing the performance of caregivers, their service spread & more. As a Microsoft Solutions Partner with diverse experience, Rishabh helped with the development of a healthcare dashboard in Power BI.

Challenges

• Manual & siloed reporting process on excel sheets
• Inability to drill down & benchmark targets for carer performance
• No real-time insights on revenue forecast to make projections

Solution

We developed a healthcare Power BI dashboard that now helps the customer drill down on the defined KPIs to track active carers. With a comprehensive view, the customer can even pinpoint & identify why a certain area/region has more carers serving clients, which services are gaining the most traction & how they can better engage with clients.

Listed below are some of the important dashboards developed with their core KPIs:

Summary

• Active carers/clients across the location with graphical representation
• Revenue breakup
• Clients & carer pipeline
• Contracts

Carer

• Carer by location
• Work volume- week/month/QoQ
• New caregiver sign-up
• Services managed/booked

Client

• Client sign-up
• Transaction update
• Revenue chart – client-value, growth, map
• Client grievance tally with action point status

Financial

• Main dashboard – pending, in-process payment status
• Revenue projections vs actuals
• Contract status – new/old with historic data
• Carer payment update
• Payment error rectification
• Refund update
• Third-party payment integration

Benefits

• 54% improvement in resource planning & allocation
• 42% ease in the mapping of revenue projection vs achieved
• 50% improvement in business decision-making

Customer Profile

A UK-based healthcare provider with a dedicated online carer platform.

Technologies

Power BI