Analytics and Reporting AutomationPurpose
1.2. Increase reporting frequency and accuracy for compliance, revenue cycle management, and strategic planning, delivering outputs to stakeholders via dashboards, email, or secure cloud storage.
Trigger Conditions
2.2. Event-based triggers (e.g., closure of accounting periods, claim batch completion, finalized payroll, or EMR data lock).
2.3. Manual initiation by authorized administrative or financial staff.
Platform variants
• Feature/Setting: Scheduled refresh, Service principal API—configure dataset refresh after source upload; use REST API to publish reports automatically.
3.2. Tableau
• Feature/Setting: Tableau Extract Refresh API—schedule report generation and email delivery; Tableau Server REST API for direct publishing.
3.3. Google Data Studio
• Feature/Setting: Google Analytics/Sheets connector; automate scheduled emailing and GCP Data Studio Reporting API.
3.4. Qlik Sense
• Feature/Setting: Qlik Reload API for timed data reload, Qlik Reporting Service to email/share PDF reports.
3.5. SAP Crystal Reports
• Feature/Setting: Report Scheduling wizard, Crystal Reports .NET SDK for customized batch runs and export to email/SFTP.
3.6. IBM Cognos Analytics
• Feature/Setting: Cognos Scheduler; RESTful API for auto-distribution to secure folders or SFTP.
3.7. Sisense
• Feature/Setting: Pulse Alert Scheduler, Sisense REST API for report exports and webhook triggers.
3.8. Oracle Analytics Cloud
• Feature/Setting: BI Publisher scheduling, Web Service API for auto-dispatch to email/listed users.
3.9. Zoho Analytics
• Feature/Setting: Automated Data Import, Zoho Analytics API for scheduled push to cloud or staff inboxes.
3.10. Google Sheets
• Feature/Setting: Google Apps Script with triggers; Sheets API to auto-generate and email financial statements.
3.11. Microsoft Excel Online
• Feature/Setting: Office Scripts with Power Automate triggers for report creation/export.
3.12. QuickBooks Online
• Feature/Setting: QuickBooks Reports API—configure for monthly P&L and cash flow extraction; automated PDF/email export.
3.13. Xero
• Feature/Setting: Xero Reports endpoint for batch account statement pulls; auto-schedule exports to partner cloud directories.
3.14. NetSuite
• Feature/Setting: SuiteAnalytics Workbook API—automated export of analytics views on schedule.
3.15. Athenahealth
• Feature/Setting: Clinical and Revenue Data Export API for regular aggregate pulls and CSV/XLS delivery.
3.16. eClinicalWorks
• Feature/Setting: eBO Reporting Portal automation, extract analytics data via SFTP/export schedule.
3.17. Epic Systems
• Feature/Setting: Epic Reporting Workbench API, configure scheduled report batch jobs sent to email or SFTP.
3.18. Salesforce
• Feature/Setting: Report Scheduler, Salesforce API—send financial dashboards or PDF exports to stakeholders.
3.19. Domo
• Feature/Setting: Domo Workbench Scheduler, Domo API for recurring financial report delivery.
3.20. Looker (Google Cloud)
• Feature/Setting: Scheduled Plans, Looker API for sending JSON/PDFs of reports to secure endpoints.
3.21. Smartsheet
• Feature/Setting: Report Automation; Smartsheet API for timed financial rollup exports to teams.
3.22. Dropbox
• Feature/Setting: Dropbox API for automated cloud uploads of finalized financial reports.
3.23. Slack
• Feature/Setting: Slack API Webhooks with message/file upload for posting summaries to private compliance channels.
Benefits
4.2. Enables high-frequency, detailed financial oversight for anesthesiology groups.
4.3. Improves compliance with regulatory standards and payer requirements.
4.4. Accelerates decision-making by providing timely, accurate insights.
4.5. Enhances data security by limiting manual access to protected financial information.