BI: QuickSight Resources

BI: QuickSight Resources

To access the QuickSight User Guide from the BI Tool, select the Question Mark in the upper right corner of the screen.


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    • Billing Resources

      While we provide many resources for the best use of the System, sometimes groups need basic training on medical billing, and that is training we do not provide. Resource Suggestions Hire a billing company: If you have recently lost an experienced ...
    • Business Intelligence (BI) Overview

      This is a Premium Add-On Feature. Contact Sales for more information. The Business Intelligence Dashboard is designed to optimize reporting by visualizing data stored in the PM System. The Dashboard data is updated overnight, making it a day behind ...
    • BI: Snapshot Emails

      Snapshots can only be sent to users that have access to the selected Dashboard. If the desired user does not appear as a recipient, ensure that the Dashboard has been shared with the user. Sheets in the Quicksight Business Intelligence tool are sent ...
    • BI: Dashboard Controls

      Controls determine the data that is represented on a Dashboard or Visual. All account types can use Controls to adjust the visible data. Controls in the BI Tool function the same as reporting Filters in the PM System. Controls are found in the ...
    • BI: Glossary of Terms

      Analysis: Authors build Dashboards in an Analysis. Author Account: Authors can build Dashboards, modify the Author-built Dashboards, and add/modify Sheets. Dashboard: Dashboards contain Sheets and Visuals that all users can interact with. System ...