HH/docs/COMMAND_CENTER_QUICK_START.md

PX360 Command Center - Quick Start Guide

Welcome to the PX Command Center!

The PX Command Center is your one-stop dashboard for viewing all Patient Experience analytics, KPIs, and metrics. This guide will help you get started quickly.

Accessing the Command Center

Navigate to:

https://your-domain.com/analytics/command-center/

Dashboard Overview

When you first open the Command Center, you'll see:

1. Filter Panel (Top)

A collapsible panel where you can filter data by:

• Date Range: Choose from preset ranges (7 days, 30 days, 90 days, etc.) or set a custom range
• Hospital: Filter by specific hospital (if you have access to multiple)
• Department: Filter by specific department
• KPI Category: Focus on specific areas (complaints, surveys, actions, physicians)

2. KPI Cards (Top Row)

Eight key performance indicators showing:

• Total Complaints (with trend vs. previous period)
• Open Complaints
• Overdue Complaints
• Resolved Complaints
• Total Actions
• Overdue Actions
• Average Survey Score
• Negative Surveys

3. Interactive Charts (Middle Rows)

Six visualizations powered by ApexCharts:

• Complaints Trend: Line chart showing complaint volume over time
• Complaints by Category: Donut chart showing distribution
• Survey Satisfaction Trend: Line chart showing satisfaction scores
• Survey Distribution: Donut chart showing positive/neutral/negative split
• Department Performance: Bar chart ranking departments
• Physician Leaderboard: Bar chart showing top physicians

4. Data Tables (Bottom Rows)

Detailed data views:

• Overdue Complaints Table: List of overdue complaints with quick links to view details
• Physician Leaderboard Table: Detailed ranking with ratings and sentiment breakdown

Using Filters

Step 1: Select Date Range

Choose from preset options:

• Last 7 Days
• Last 30 Days (default)
• Last 90 Days
• This Month
• Last Month
• This Quarter
• This Year
• Custom Range (enter specific start and end dates)

Step 2: Select Hospital (Optional)

If you have access to multiple hospitals, select one from the dropdown.

• Note: Hospital managers will see only their hospital pre-selected
• Department managers will have both hospital and department pre-selected

Step 3: Select Department (Optional)

Filter by specific department. This dropdown updates based on the selected hospital.

Step 4: Select KPI Category (Optional)

Focus on specific metrics:

• Complaints
• Surveys
• Actions
• Physicians

Step 5: Apply Filters

Click the Apply Filters button to update the dashboard with your selections.

Reset Filters

Click the Reset button to clear all filters and return to the default view (last 30 days, all hospitals/departments).

Interacting with Charts

Chart Controls

Each chart has a toolbar with options:

• Zoom In/Out: Use the mouse wheel or toolbar buttons
• Pan: Click and drag to move around the chart
• Download: Click the download icon to save the chart as an image (PNG, JPG, SVG)
• Reset Zoom: Return to the original view

Chart Types

Some charts offer type switching:

• Complaints Trend: Toggle between Line and Area chart
• Hover over data points to see detailed tooltips
• Click legend items to show/hide specific data series

Viewing Data Tables

Overdue Complaints Table

Shows up to 20 most overdue complaints:

• ID: Click to view complaint details
• Title: Complaint title (truncated if too long)
• Patient: Patient name
• Severity: Color-coded badge (Low, Medium, High, Critical)
• Hospital: Hospital name
• Department: Department name
• Due Date: Overdue date (highlighted in red)
• Actions: Click the eye icon to view full complaint

Physician Leaderboard Table

Shows top-performing physicians:

• Rank: Position in leaderboard
• Physician: Physician name (click to view profile)
• Specialization: Physician's specialty
• Department: Department they work in
• Rating: Average rating (green badge)
• Surveys: Total number of surveys
• Positive/Neutral/Negative: Sentiment breakdown with color coding

Exporting Data

Export to Excel

1. Click the Export button in the top-right corner
2. Select Export to Excel from the dropdown
3. Wait for the file to generate (you'll see a loading overlay)
4. The Excel file will automatically download

Excel file contains:

• Executive Summary sheet with all KPIs
• Charts Data sheets with raw data
• Overdue Complaints list
• Physician Leaderboard

Export to PDF

1. Click the Export button
2. Select Export to PDF from the dropdown
3. Wait for generation
4. The PDF report will download automatically

PDF report includes:

• Executive summary with key metrics
• All charts as high-quality images
• Data tables in formatted tables
• Report metadata (date, filters applied)

Refreshing Data

Click the Refresh button in the top-right corner to reload the dashboard with the latest data. This is useful for real-time monitoring.

Understanding KPI Trends

KPI cards show trend indicators comparing the current period to the previous period:

• Red Up Arrow (↑): Metric has increased (e.g., more complaints than last period)
• Green Down Arrow (↓): Metric has decreased (e.g., fewer complaints than last period)
• Gray Dash (—): No change

Note: For complaints and negative surveys, a green down arrow is GOOD (fewer issues). For positive metrics like resolved complaints or survey scores, a red up arrow is GOOD (improvement).

Role-Based Access

PX Admin

• View all hospitals and departments
• Full access to all data
• Can filter by any combination

Hospital Manager

• View only your hospital's data
• Hospital filter is pre-selected
• Can filter by departments within your hospital

Department Manager

• View only your department's data
• Both hospital and department are pre-selected
• Limited view relevant to your department

Common Use Cases

1. Daily Overview

• Set Date Range: Last 7 Days
• Leave Hospital/Department: All
• Click Apply Filters
• Review KPI cards and charts
• Check overdue complaints table

2. Monthly Report Preparation

• Set Date Range: Last Month
• Leave Hospital/Department: All
• Click Apply Filters
• Review trends and performance
• Export to PDF for monthly report
• Export to Excel for detailed analysis

3. Issue Investigation

• Set Date Range: Last 90 Days
• Filter by specific Hospital and Department if needed
• Click Apply Filters
• Focus on Complaints Trend chart
• Review Overdue Complaints table
• Click through to individual complaints for details

4. Performance Review

• Set Date Range: This Quarter
• Filter by Department
• Click Apply Filters
• Review Department Performance chart
• Check Physician Leaderboard
• Export data for performance meetings

5. Comparing Periods

• Record KPIs for current period
• Change Date Range to previous period
• Click Apply Filters
• Compare KPIs and trends manually
• Consider exporting both periods for comparison

Tips and Best Practices

Performance Tips

• Use smaller date ranges for faster loading (7-30 days)
• Apply filters to reduce data size when focusing on specific areas
• Use pagination in tables for large datasets
• Clear filters between different analyses

Data Analysis Tips

• Look for trends over time rather than single data points
• Compare multiple KPIs together (e.g., complaints vs. resolved)
• Use drill-down by clicking on table rows for detailed views
• Export data for deeper analysis in Excel or other tools

Reporting Tips

• Export to PDF for professional reports and presentations
• Export to Excel for custom analysis and charting
• Include filter information when sharing reports (e.g., "This report shows Q3 2024 data for Hospital A")
• Schedule regular exports for consistent reporting

Keyboard Shortcuts

While the Command Center doesn't have dedicated keyboard shortcuts, you can use browser shortcuts:

• Ctrl/Cmd + R: Refresh the page (or use the Refresh button)
• Ctrl/Cmd + F: Find text on the page
• Ctrl/Cmd + + / -: Zoom in/out
• Space / Enter: Activate buttons when focused

Mobile Access

The Command Center is responsive and works on mobile devices:

• Charts automatically resize and adapt
• Tables are horizontally scrollable
• KPI cards stack vertically
• Filter panel is collapsible to save space

Tip: On mobile, use landscape mode for better chart visibility.

Getting Help

If you encounter issues:

Dashboard Not Loading

1. Check your internet connection
2. Try refreshing the page
3. Clear your browser cache
4. Try a different browser

Charts Not Displaying

1. Check browser console for errors (F12)
2. Ensure JavaScript is enabled
3. Update your browser to the latest version

Export Not Working

1. Check your browser's download settings
2. Disable popup blockers
3. Try a different browser
4. Contact your administrator if issue persists

Filters Not Working

1. Ensure you clicked "Apply Filters"
2. Check that your filter selections are valid
3. Try resetting filters and applying again

Next Steps

Now that you're familiar with the Command Center:

1. Explore - Try different filter combinations to understand your data
2. Monitor - Check the dashboard regularly for trends and issues
3. Export - Generate reports for meetings and analysis
4. Share - Share insights with your team
5. Customize - Work with your administrator to add custom KPIs or charts

Additional Resources

• Implementation Guide: See COMMAND_CENTER_IMPLEMENTATION.md for technical details
• API Documentation: Review the API endpoints for integration
• Training Videos: Check your learning management system for video tutorials
• User Community: Join internal forums to share tips and best practices

Feedback

We value your feedback! If you have suggestions for improving the Command Center:

• Submit feature requests through your project manager
• Report bugs through the issue tracking system
• Share your use cases to help us understand your needs

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Version: 1.0.0
Last Updated: January 5, 2024
For: PX360 Users and Administrators