Analytics in the User Management Portal

This is a new feature in beta, which will eventually replace the Analytics View in the desktop Proactive Monitoring Tool.

The Analytics feature offers selected users to view insights into achievement tracking and utilisation of the Proactive Monitoring Tool, and the rules which are enabled at the practice. We suggest this feature is most helpful when looking at general trends over time, to help you keep up to date with all your monitoring and targets.

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How do I access the Analytics in User Management Portal?

There's a lot here - how do I navigate around?

What dashboards are available here?

Where's a good place to get started?

Why do you have a new dashboard, and why has it moved?

How do I access the Analytics in User Management Portal?

Ensure the relevant user has Admin and Analytics selected in the User Management Portal > Members section.

There's a lot here - how do I navigate around?

There's a lot going on - we know it can be a bit overwhelming at first!

The home page will automatically load when the Analytics view is selected. From here, different sections and individual dashboard pages can be accessed with the horizontal menu bar.

Clinical related dashboards are in red
Non-clinical related dashboards (such as Contracts or Utilisation) are in blue
Dashboards which are not yet available are in grey

💡 There may be some areas with overlap - for example, Diabetes is covered in its own dashboard in the Conditions section (Conditions > Diabetes). Diabetes relating to QOF rules will also be covered in the Contracts section (Contracts > QOF).

On the home page, there are some summary charts showing the:

Number of rules enabled, by practice
Optimisation recommendations which have been actioned
Registered users, by practice
Total automated recalls enabled, by practice
Total messages sent via Abtrace, by practice
Days where at least one user at the practice has used Abtrace

What dashboards are available here?

We've got a fair few (and more being actively worked on currently)

We have ten key sections (note, some sections are greyed out and are not yet available), which each contain specific dashboards:

Conditions

Diabetes
Learning Disability

Medications

All medications

Screening (coming soon)

Vaccination

Flu Vaccine

Procedures (coming soon)

Registers (coming soon)

Contracts

Casefinders
QOF
CQC

Administration

Rules
Messaging

Staffing

Utilisation, by staff group
Utilisation, by user
Capacity planning

Reception (coming soon)

Where's a good place to start?

We know that every practice operates differently with different population needs and priorities. However, some places which may be an interesting and useful starting point include:

Contracts > Casefinders - see an overview of the number of Optimisation recommendations actioned, and pending

Staffing > Utilisation, user level - see which Abtrace users are most active

Contracts > QOF - see performance on different rules/domains

Medications > All medications - see performance of monitoring for different medications

Why do you have a new dashboard, and why has it moved?

Our new dashboard is a lot more comprehensive, with lots of new dashboards and pages. We also are aware that users who use Analytics might be more likely to be users of the features which already exist in the User Management Portal e.g., admin users who are reviewing Analytics and managing Automated Recalls.