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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 View offers selected users to view insights into achievement tracking and utilisation of the Proactive Monitoring Tool, and the rules which are enabled at your practice. We suggest using this feature when looking at general trends over time, helping you stay up to date with your monitoring and targets.

 

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How do I access Analytics in User Management Portal?

Navigating the Analytics View

What dashboards are available?

Need help getting started?

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

 

How do I access Analytics in User Management Portal?

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

Enabling Analytics in UMP

 

Navigating the Analytics View

Analytics Home

There's a lot happening here but we'll guide you step by step!

When you select the Analytics View, the home page will load automatically. From here, you can access different sections and dashboard pages using the horizontal menu bar. Here's a breakdown of what you'll see:

  • 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).

 

The home page displays summary charts by practice, showing:

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

 

 

What dashboards are available?

There are several dashboards currently available, with more on the way!

We've divided the Analytics View into 10 key sections (some are greyed out and are not yet available), each containing specific dashboards:

Conditions
Medications
Screening (coming soon)
Vaccination
Procedures (coming soon)
Registers (coming soon)
Contracts
Administration
Staffing
Reception (coming soon)

 

 

Need help getting started?

We understand that every practice operates differently, with its own population needs and priorities. However, here are some areas but you might find helpful to start with:

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 additional dashboards and pages available.

We have found that those currently using Analytics are often the users who are interacting with existing features of the Proactive Monitoring Tool, including Admin users who manage Automated Recalls. By moving this to the User Management Portal, you can easily access this information in one place.