KPI dashboard updates

Purpose

 1.1. Enable automated, real-time updates to KPI dashboards for ABA therapy practices.
 1.2. Consolidate data from EHR, practice management, billing, scheduling, and progress tracking platforms.
 1.3. Reduce manual report preparation by synchronizing clinical, operational, and business KPIs.
 1.4. Disseminate actionable insights to therapists, clinical directors, and administrative leaders.
 1.5. Ensure regulatory compliance by including audit-relevant and outcome effectiveness metrics.
 1.6. Streamline sharing of analytics for payer reporting and board reviews.

Trigger Conditions

 2.1. New session entry or progress note submission in EHR system.
 2.2. Completion of daily, weekly, or monthly billing reconciliation.
 2.3. Change in insurance authorization status.
 2.4. Scheduled time triggers (hourly, daily rollup).
 2.5. Data sync event from scheduling or HR system.
 2.6. Client discharge or transition milestone.

Platform Variants

 3.1. Google Sheets
  • Feature: Sheets API — Trigger update on spreadsheet change; configure webhook push.
 3.2. Microsoft Power BI
  • Feature: REST API — Push dataset rows on new ABA session logged; schedule API refresh.
 3.3. Tableau
  • Feature: Tableau REST API — Publish extract or trigger workbook refresh post-data update.
 3.4. Looker
  • Feature: Looker API 4.0 — Update Looks/dashboards; schedule endpoint for regular sync.
 3.5. Domo
  • Feature: DataSet API — Push JSON data on trigger; schedule dataflow updates.
 3.6. Zoho Analytics
  • Feature: Zoho Analytics Connector API — Post updates to KPI charts on ABA progress log event.
 3.7. Smartsheet
  • Feature: Smartsheet API — Append or update rows; send summary via workflow automation.
 3.8. Klipfolio
  • Feature: Klipfolio API — Make POST request with metric payload on event; auto-refresh klip.
 3.9. Sisense
  • Feature: Sisense REST API — Trigger dashboard refresh or push new KPI data source.
 3.10. Qlik Sense
  • Feature: Qlik REST Connector — Schedule reload of ABA data set; push event-triggered update.
 3.11. Grafana
  • Feature: HTTP API — Update dashboard panels on webhook trigger; configure alert channels.
 3.12. Redash
  • Feature: Redash API — POST query results on ABA event; refresh dashboard view.
 3.13. Cyfe
  • Feature: Cyfe Push API — Trigger widget updates programmatically.
 3.14. Power Automate
  • Feature: Power BI connector — Automate dataset refresh after third-party system event.
 3.15. AirTable
  • Feature: Data API — Trigger patch to base on progress update; sync view.
 3.16. Monday.com
  • Feature: API v2 — Push KPIs to dashboard board; auto-refresh summary column.
 3.17. Notion
  • Feature: Notion API — Update database rollups; push to reporting page.
 3.18. SAP Analytics Cloud
  • Feature: Data Import API — Inject new measures upon ABA progress approval.
 3.19. IBM Cognos Analytics
  • Feature: REST API — Trigger report refresh on clinical/financial update.
 3.20. Salesforce CRM Analytics
  • Feature: Wave API — Push ABA metrics to dashboard post-data entry.

Benefits

 4.1. Enhances data accuracy and timeliness in ABA therapy operations.
 4.2. Provides a unified, up-to-date view of therapy outcomes and business health.
 4.3. Frees up staff time from manual report compilation.
 4.4. Enables quick identification of trends and areas for improvement.
 4.5. Strengthens compliance and transparency for audits and payer reviews.
 4.6. Supports better executive and clinical decision-making.