Dashboards & scheduled email

Outcome

You can read your operational and financial state at a glance, you can drill from any KPI into the underlying records, and you can subscribe yourself or a team to a daily / weekly PDF email so the dashboard reaches the people who need it without anyone logging in.

Prerequisites

Scope	What it lets you do
reports.read.financial	See AR, days-in-AR, revenue panels
reports.read.operational	See denial trend, auto-correction rate
reports.read.clinical-auth	See auth utilization, eligibility sweep panels
reports.email.write	Schedule emails

A registered facility (panels filter to your facility by default; PLATFORM admin can pick another). Most tenants finish setup with multiple facilities and the role gates apply per scope.

The Dashboard

/dashboard. The page has a fixed header with date range + facility, and a tiled body of panels. Common panels:

Panel	Purpose	Required scope
AR + days-in-AR	Outstanding receivables, weighted by age	reports.read.financial
Revenue by facility	Monthly revenue bar chart	reports.read.financial
Denial trend	Monthly denial-count line chart	reports.read.operational
Auto-correction success rate	% of denials resolved without staff	reports.read.operational
Claim status funnel	Built → Submitted → Accepted → Paid	reports.read.operational
Auth utilization alerts	Auths nearing exhaustion	reports.read.clinical-auth
Timely-filing alerts	Charges within / past window	reports.read.financial
EVV compliance	Verified vs. exception	evv.compliance.read

Panels you do not have scope for are hidden, not greyed.

Drill-through

Every chart is interactive. Click:

• A bar in revenue-by-facility → opens /charges filtered to that facility + month.
• A point in the denial trend → opens /denials filtered to that month.
• An auth meter → opens /authorizations/:id.

Drill-through carries the same RBAC scopes the panel did — clicking through never elevates your access.

Steps to schedule a recurring email

1. Find the panel or filter you want. The simplest is "the whole dashboard for my facility, daily". Tweaking filters first scopes the emailed PDF to that exact view.

2. Click Schedule email in the page header (or Schedule on a specific panel).

3. Fill the form:

   Field	Notes
   Name	Display label for the schedule.
   Recipients	Comma-separated emails. Domain restriction may apply per tenant config.
   Cadence	Daily, Weekday mornings, Weekly Monday, Weekly Friday, Custom cron.
   Time	Local time of day.
   Format	PDF or CSV (CSV only for tabular panels).
   Filter	The current dashboard filter is captured into the schedule.

4. Click Schedule. The platform queues the job; the next run fires on the next cadence boundary. You should receive the first email within 24 hours.

5. Manage active schedules at /reports/scheduled-emails. From there you can pause, resume, edit recipients, or delete a schedule.

How rendering works

Behind the scenes the platform renders the dashboard view with a headless browser, captures the page as PDF, and sends via SMTP. PDFs include:

• A header with the tenant, the schedule name, and the run timestamp.
• The captured panel(s).
• A footer with the source URL (so a recipient can reach the live view).

CSV exports include a header line naming the schedule and timestamp; subsequent rows are the panel's data.

Validation

Check	Expected
First email arrives within 24 hours of schedule	Yes.
PDF carries the same panels you saw at schedule time	Yes.
Pause / resume reflects on the next cadence run	Yes.
Audit log carries report.export for each run	Yes — see 6.3 — Audit log lookup.

Troubleshooting

Symptom	Cause	Fix
Email not delivered	Recipient bounce; or your tenant's email-domain restriction is blocking	Check /reports/scheduled-emails for delivery status; correct the recipient or have a tenant admin relax the domain restriction.
PDF missing a panel	Required scope dropped between schedule time and run time	Re-schedule from a user whose scopes the recipients need.
Recipient cannot drill through	They follow the URL but lack scopes	Drill-through respects RBAC; the PDF is read-only for them.
Cadence pauses unexpectedly	Schedule auto-pauses after N consecutive failures	Investigate why runs failed (capture errors visible in the schedule's run history).

Next

7.2 — Custom dashboard views & drill-through