• Controls in the BI Tool function the same as reporting Filters in the PM System.
• Controls are found in the Controls header.

Controls

• Controls affect all visuals on the Dashboard.

• A Date Filter that is applied to a single Visual overrides the Date Control in the Controls header.

• Filters applied on a single visual only impact that visual.

• Each Dashboard has a separate set of Controls based on the presented data.

Control Examples

Note: All examples come from the Practice Analysis Dashboard.

Example 1: Count of Encounters by Post Date and Procedure Code

• Select the desired Group By option (Procedure Code) in the Controls header to update the Visual.

• This selection also updates the Legend on the Visual.

Example 2: Top 10 Procedure Codes by Revenue

• The selected Control does not impact this visual.

• The data that is reported on this Visual is determined by the Code Type toggle.

• The Group on this Visual is determined by the Revenue or Count toggle.