KPI dashboards and performance alerts

Purpose

1.1. Aggregate, visualize, and monitor key performance indicators (KPIs) in real time for allergy and immunology practices to increase operational transparency.
1.2. Automatically detect negative trends or thresholds in financials, appointments, patient satisfaction, or billing, and alert team members for immediate action.
1.3. Enable rapid intervention and continuous improvement by eliminating lag in performance awareness, improving administrative responsiveness, and reducing manual dashboard creation.
1.4. Centralize disparate data sources (EHR, scheduling, billing, survey platforms) for unified review by management and clinical leadership.

Trigger Conditions

2.1. Scheduled data refresh (hourly/daily/weekly) from EHR, billing, or CRM APIs.
2.2. Anomaly detection—KPIs cross preset limits (e.g., missed appointments >10/day; billing error rate >2%).
2.3. Patient satisfaction survey <95% positive.
2.4. Revenue drop >10% vs. previous period.
2.5. Overdue claims count exceeds threshold.
2.6. Staff utilization less than target percentage for >3 days.

Platform Variants

3.1. Google Data Studio
• Feature: Data Sources Configuration
• Connect Google Sheets, BigQuery, or REST connector to EHR/CRM; set up auto-refresh interval to pull new clinical and billing data.
3.2. Microsoft Power BI
• Feature: Data Gateway/API Connector
• Configure DirectQuery to medical SQL database and Power Automate flows for scheduled refresh and Teams notifications.
3.3. Tableau
• Feature: Web Data Connector/API Connector
• Set up REST API input from EHR; configure scheduled extracts and conditional formatting for alerts.
3.4. Salesforce
• Feature: Reports/Einstein Analytics with Apex Triggers
• Set up health metrics reports with automatic email alerts using Flow Builder and Reports Subscription.
3.5. Zoho Analytics
• Feature: Data Import/API Integration
• Periodic pull from practice management system; configure KPI widgets and schedule Slack or email alerts.
3.6. Klipfolio
• Feature: REST/SQL Connector
• Fetch daily appointment, revenue, and staff data; set up threshold-based Klips for instant visual indicators.
3.7. Domo
• Feature: Data Connectors/Alert Center
• Connect via custom EHR connector, configure scheduled reports and Slack/Push alerts for metric deviations.
3.8. Qlik Sense
• Feature: REST API/Notification Rules
• Schedule Qlik Apps reload; set up automated push notifications if KPIs breach ranges.
3.9. Sigma Computing
• Feature: Live Data Sources/Alerting
• Direct connect to cloud warehouse, configure anomaly detection for visit volumes/billing cycles.
3.10. Redash
• Feature: Query Schedules & Alert Webhooks
• Execute daily SQL queries; send alerts via webhook when query returns limit-exceeding results.
3.11. Sisense
• Feature: Pulse Alert Configuration
• Use Data Connector for EHR; create Pulse rules for critical metrics and batch team notifications.
3.12. Looker
• Feature: Looker Alerts/Data Actions
• Set scheduled Looks for weekly stats and configure Slack/email triggers for outliers.
3.13. Airbyte
• Feature: Scheduled Sync
• Extract EHR, claims, and survey data; push to data warehouse for downstream dashboard triggers.
3.14. Monday.com
• Feature: KPI Dashboards/Automations
• Pull clinical metrics via API, trigger instant notifications on KPI board status changes.
3.15. Smartsheet
• Feature: Data Connector/Notification Rules
• Import daily EHR exports; use alert rules for missed appointments or survey flags.
3.16. Notion
• Feature: Database API and Views
• Sync key metrics into Notion databases, display in dashboards, send comments when limits triggered.
3.17. Google Sheets
• Feature: App Script Triggers
• Scheduled script pulls API data and recalculates KPIs, sending Gmail alerts if below target.
3.18. Slack
• Feature: Workflow Builder/Incoming Webhooks
• Post automatic messages in #alerts if monitored metric outside target bounds, using webhook.
3.19. PagerDuty
• Feature: Incidents via API
• Automatically open an incident if critical healthcare ops metrics breach operational thresholds.
3.20. Twilio
• Feature: SMS Alerts via API
• Send SMS to on-call staff if a KPI such as revenue/cancellation spike is detected by configured endpoint.

Benefits

4.1. Reduces manual data compilation and shortens delay in performance visibility.
4.2. Enables instant corrective action, minimizing patient and revenue loss.
4.3. Supports regulatory, financial, and care quality compliance via automated historical records.
4.4. Enhances employee accountability and cross-team communication by route-specific notifications.
4.5. Drives iterative improvement and higher patient satisfaction with immediate performance feedback.