Analytics View in the User Management Portal

The Analytics View allows selected users to view insights into achievement tracking and utilisation of the Proactive Monitoring Tool, along with the rules enabled at your practice. We recommend using this feature to explore general trends over time, helping you stay up to date with your monitoring targets.

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

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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 Team section in the User Management Portal.

Navigating the Analytics View

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

When you select Analytics, the home page loads automatically. From here, you can navigate to different sections and dashboard pages using the horizontal menu bar.

Here's a breakdown of what you'll see:

Red - clinical dashboards
Blue - non-clinical dashboards (such as Contracts or Utilisation)
Grey - dshboards not yet available

💡Some areas may overlap. For example, Diabetes has its own dedicated dashboard under Conditions > Diabetes. Diabetes-related QOF rules are also covered under Contracts > QOF.

What does the home page show?

The home page displays summary charts by practice, including:

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?

The Analytics View is divided into 10 sections, each containing specific dashboards. Sections marked as coming soon are not yet available:

Conditions

Medications

All medications

Screening (coming soon)

Vaccination

Flu Vaccine

Procedures (coming soon)

Registers (coming soon)

Contracts

Administration

Staffing

Reception (coming soon)

Need help getting started?

Every practice operates differently with different priorities, but here are some useful starting points:

Contracts > Casefinders - overview of Optimisation recommendations actioned and pending
Staffing > Utilisation, user level - see which Abtrace users are most active
Contracts > QOF - review performance on different rules and domains
Medications > All medications - monitor performance for different medications

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

Our new dashboard is considerably more comprehensive, with additional dashboards and pages available.

We found that users of Analytics are often thesame 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.