312 lines
10 KiB
Markdown
312 lines
10 KiB
Markdown
# PX360 Command Center - Quick Start Guide
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## Welcome to the PX Command Center!
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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.
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## Accessing the Command Center
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Navigate to:
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```
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https://your-domain.com/analytics/command-center/
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```
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## Dashboard Overview
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When you first open the Command Center, you'll see:
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### 1. **Filter Panel** (Top)
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A collapsible panel where you can filter data by:
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- **Date Range**: Choose from preset ranges (7 days, 30 days, 90 days, etc.) or set a custom range
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- **Hospital**: Filter by specific hospital (if you have access to multiple)
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- **Department**: Filter by specific department
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- **KPI Category**: Focus on specific areas (complaints, surveys, actions, physicians)
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### 2. **KPI Cards** (Top Row)
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Eight key performance indicators showing:
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- Total Complaints (with trend vs. previous period)
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- Open Complaints
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- Overdue Complaints
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- Resolved Complaints
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- Total Actions
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- Overdue Actions
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- Average Survey Score
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- Negative Surveys
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### 3. **Interactive Charts** (Middle Rows)
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Six visualizations powered by ApexCharts:
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- **Complaints Trend**: Line chart showing complaint volume over time
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- **Complaints by Category**: Donut chart showing distribution
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- **Survey Satisfaction Trend**: Line chart showing satisfaction scores
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- **Survey Distribution**: Donut chart showing positive/neutral/negative split
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- **Department Performance**: Bar chart ranking departments
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- **Physician Leaderboard**: Bar chart showing top physicians
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### 4. **Data Tables** (Bottom Rows)
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Detailed data views:
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- **Overdue Complaints Table**: List of overdue complaints with quick links to view details
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- **Physician Leaderboard Table**: Detailed ranking with ratings and sentiment breakdown
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## Using Filters
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### Step 1: Select Date Range
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Choose from preset options:
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- Last 7 Days
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- Last 30 Days (default)
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- Last 90 Days
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- This Month
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- Last Month
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- This Quarter
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- This Year
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- Custom Range (enter specific start and end dates)
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### Step 2: Select Hospital (Optional)
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If you have access to multiple hospitals, select one from the dropdown.
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- **Note**: Hospital managers will see only their hospital pre-selected
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- **Department managers** will have both hospital and department pre-selected
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### Step 3: Select Department (Optional)
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Filter by specific department. This dropdown updates based on the selected hospital.
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### Step 4: Select KPI Category (Optional)
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Focus on specific metrics:
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- Complaints
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- Surveys
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- Actions
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- Physicians
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### Step 5: Apply Filters
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Click the **Apply Filters** button to update the dashboard with your selections.
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### Reset Filters
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Click the **Reset** button to clear all filters and return to the default view (last 30 days, all hospitals/departments).
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## Interacting with Charts
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### Chart Controls
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Each chart has a toolbar with options:
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- **Zoom In/Out**: Use the mouse wheel or toolbar buttons
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- **Pan**: Click and drag to move around the chart
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- **Download**: Click the download icon to save the chart as an image (PNG, JPG, SVG)
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- **Reset Zoom**: Return to the original view
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### Chart Types
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Some charts offer type switching:
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- **Complaints Trend**: Toggle between Line and Area chart
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- Hover over data points to see detailed tooltips
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- Click legend items to show/hide specific data series
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## Viewing Data Tables
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### Overdue Complaints Table
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Shows up to 20 most overdue complaints:
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- **ID**: Click to view complaint details
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- **Title**: Complaint title (truncated if too long)
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- **Patient**: Patient name
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- **Severity**: Color-coded badge (Low, Medium, High, Critical)
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- **Hospital**: Hospital name
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- **Department**: Department name
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- **Due Date**: Overdue date (highlighted in red)
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- **Actions**: Click the eye icon to view full complaint
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### Physician Leaderboard Table
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Shows top-performing physicians:
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- **Rank**: Position in leaderboard
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- **Physician**: Physician name (click to view profile)
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- **Specialization**: Physician's specialty
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- **Department**: Department they work in
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- **Rating**: Average rating (green badge)
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- **Surveys**: Total number of surveys
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- **Positive/Neutral/Negative**: Sentiment breakdown with color coding
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## Exporting Data
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### Export to Excel
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1. Click the **Export** button in the top-right corner
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2. Select **Export to Excel** from the dropdown
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3. Wait for the file to generate (you'll see a loading overlay)
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4. The Excel file will automatically download
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**Excel file contains:**
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- Executive Summary sheet with all KPIs
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- Charts Data sheets with raw data
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- Overdue Complaints list
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- Physician Leaderboard
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### Export to PDF
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1. Click the **Export** button
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2. Select **Export to PDF** from the dropdown
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3. Wait for generation
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4. The PDF report will download automatically
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**PDF report includes:**
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- Executive summary with key metrics
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- All charts as high-quality images
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- Data tables in formatted tables
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- Report metadata (date, filters applied)
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## Refreshing Data
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Click the **Refresh** button in the top-right corner to reload the dashboard with the latest data. This is useful for real-time monitoring.
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## Understanding KPI Trends
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KPI cards show trend indicators comparing the current period to the previous period:
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- **Red Up Arrow (↑)**: Metric has increased (e.g., more complaints than last period)
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- **Green Down Arrow (↓)**: Metric has decreased (e.g., fewer complaints than last period)
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- **Gray Dash (—)**: No change
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**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).
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## Role-Based Access
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### PX Admin
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- View all hospitals and departments
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- Full access to all data
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- Can filter by any combination
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### Hospital Manager
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- View only your hospital's data
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- Hospital filter is pre-selected
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- Can filter by departments within your hospital
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### Department Manager
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- View only your department's data
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- Both hospital and department are pre-selected
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- Limited view relevant to your department
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## Common Use Cases
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### 1. Daily Overview
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- Set Date Range: Last 7 Days
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- Leave Hospital/Department: All
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- Click Apply Filters
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- Review KPI cards and charts
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- Check overdue complaints table
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### 2. Monthly Report Preparation
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- Set Date Range: Last Month
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- Leave Hospital/Department: All
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- Click Apply Filters
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- Review trends and performance
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- Export to PDF for monthly report
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- Export to Excel for detailed analysis
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### 3. Issue Investigation
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- Set Date Range: Last 90 Days
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- Filter by specific Hospital and Department if needed
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- Click Apply Filters
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- Focus on Complaints Trend chart
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- Review Overdue Complaints table
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- Click through to individual complaints for details
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### 4. Performance Review
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- Set Date Range: This Quarter
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- Filter by Department
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- Click Apply Filters
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- Review Department Performance chart
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- Check Physician Leaderboard
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- Export data for performance meetings
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### 5. Comparing Periods
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- Record KPIs for current period
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- Change Date Range to previous period
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- Click Apply Filters
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- Compare KPIs and trends manually
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- Consider exporting both periods for comparison
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## Tips and Best Practices
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### Performance Tips
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- **Use smaller date ranges** for faster loading (7-30 days)
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- **Apply filters** to reduce data size when focusing on specific areas
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- **Use pagination** in tables for large datasets
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- **Clear filters** between different analyses
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### Data Analysis Tips
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- **Look for trends** over time rather than single data points
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- **Compare multiple KPIs** together (e.g., complaints vs. resolved)
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- **Use drill-down** by clicking on table rows for detailed views
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- **Export data** for deeper analysis in Excel or other tools
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### Reporting Tips
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- **Export to PDF** for professional reports and presentations
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- **Export to Excel** for custom analysis and charting
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- **Include filter information** when sharing reports (e.g., "This report shows Q3 2024 data for Hospital A")
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- **Schedule regular exports** for consistent reporting
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## Keyboard Shortcuts
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While the Command Center doesn't have dedicated keyboard shortcuts, you can use browser shortcuts:
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- **Ctrl/Cmd + R**: Refresh the page (or use the Refresh button)
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- **Ctrl/Cmd + F**: Find text on the page
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- **Ctrl/Cmd + + / -**: Zoom in/out
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- **Space / Enter**: Activate buttons when focused
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## Mobile Access
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The Command Center is responsive and works on mobile devices:
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- **Charts** automatically resize and adapt
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- **Tables** are horizontally scrollable
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- **KPI cards** stack vertically
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- **Filter panel** is collapsible to save space
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**Tip:** On mobile, use landscape mode for better chart visibility.
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## Getting Help
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If you encounter issues:
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### Dashboard Not Loading
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1. Check your internet connection
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2. Try refreshing the page
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3. Clear your browser cache
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4. Try a different browser
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### Charts Not Displaying
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1. Check browser console for errors (F12)
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2. Ensure JavaScript is enabled
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3. Update your browser to the latest version
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### Export Not Working
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1. Check your browser's download settings
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2. Disable popup blockers
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3. Try a different browser
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4. Contact your administrator if issue persists
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### Filters Not Working
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1. Ensure you clicked "Apply Filters"
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2. Check that your filter selections are valid
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3. Try resetting filters and applying again
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## Next Steps
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Now that you're familiar with the Command Center:
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1. **Explore** - Try different filter combinations to understand your data
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2. **Monitor** - Check the dashboard regularly for trends and issues
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3. **Export** - Generate reports for meetings and analysis
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4. **Share** - Share insights with your team
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5. **Customize** - Work with your administrator to add custom KPIs or charts
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## Additional Resources
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- **Implementation Guide**: See `COMMAND_CENTER_IMPLEMENTATION.md` for technical details
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- **API Documentation**: Review the API endpoints for integration
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- **Training Videos**: Check your learning management system for video tutorials
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- **User Community**: Join internal forums to share tips and best practices
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## Feedback
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We value your feedback! If you have suggestions for improving the Command Center:
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- Submit feature requests through your project manager
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- Report bugs through the issue tracking system
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- Share your use cases to help us understand your needs
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---
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**Version**: 1.0.0
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**Last Updated**: January 5, 2024
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**For**: PX360 Users and Administrators
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