wreath

Setting the Standard
for Claims
Administration
Software Since
 1982

Sales
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Pacific time
Mon - Fri

Toll-Free
877-882-3742

ERIC Systems
9833 NE 120th Place
 Suite A
Kirkland, WA  98034
425-814-2400
 

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ericsys@nwlink.com

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Dashboard

The Real Time, Interactive, User Configurable Dashboard with Integrated Chart Editor
 and SQL Query Tool.

Give your managers and clients a tool they can use to look at their data in ways that will astound them.  The reviews are in!  This module is so powerful and so simple to use, it can only be described as FUN-TASTIC! as well as “eye opening”.

The full capabilities of the Dashboard, Chart Editor, and SQL Query Tool can be used by anyone with rights to access the module, but they will not be able to save their work.  However, there 100 security protected scenario, defined as a collection of charts and queries, workspaces available for permanent assignment to any user.  A scenario allows a user to create and save as many charts as they want.  Each time the scenario is opened, the datasets underlying the charts are updated, so they always reflect the most current information.   Workspaces may be configured with or without a grant of edit rights and may be shared by multiple users.  This allows creation of a collection of standard charts for viewing only.  Access to claims data for charting is limited by rights assigned by the system administrator to view organizational levels.

Charts showing metrics for CLAIMS, INCIDENTS (events not resulting in a claim being filed, but still subject to OSHA), and OCCURRENCES (events generating one or more claims) are provided.

These tools are designed to provide a definitive response to the following questions and/or requests asked by managers and clients:

    How are we doing? -  The availability of a tool to show visual summaries of claims data, period comparisons, and identification of trends is an essential part of the claims management function, especially for monitoring and evaluating the effectiveness of safety and training programs.  Since each organization is inherently different, the metrics that will be important to their analysis will also be different.  The Risk Manager Dashboard and SQL Query Tool give any user the ability to create more than 50,000 different charts using a variety of financial summaries, counts, accident/injury characteristics, and organizational levels, by selecting from more than 54 coding schemes.

BigDashboard

Sample User Defined Dashboard Layout

    How are we doing compared to others? - Many of the dashboards we've seen are static displays of claim metrics specific to the organization the viewer is associated with.  A unique design feature is the ability to create graphs that include aggregate data for all claims in the data base, without organizational level restrictions.  A capability that can be compared to viewing summary information gathered by the the Bureau of Labor Statistics for a specific industry, but not being able to view details for individual businesses or, in this case, claims the operator has not been given the right to view.  This allows a client to see statistical information for their organization's claims compared to all other claim data in the data base.  This is an especially powerful capability where there are multiple clients in similar industries.  It can answer the question of how I'm doing compared to other organizations.  It's important to understand that when working with all claims, organizational security is enforced so drill-down to examine details of individual claims belonging to organizational level a user is not authorized to view is disabled.

    I want to see multiple charts at the same time for easy comparisons - Charts are of a vector type meaning they can be resized within the limits of readability.  Making graphs larger will make them more suitable for presentations where projection to a wall or screen is involved.  Smaller graphs are better suited to reports or other written presentations.  As many charts as necessary, each showing a different metric, time period, or as of date can exist in the same session.  It's possible to create a series of charts, scrunched down or overlapped to make space.  It's also possible to scroll through charts displayed full screen to create a real time slide show.

    Why is that value so high (or low)? - When an organizational unit the user has been authorized to access is selected, the DRILL DOWN option is enabled.  This allows the user to drill down through multiple levels of the data set to find the answer.  Drill down can be to an individual claim or even to a single transaction, depending on the nature of the values being questioned.  This function makes it easy to identify one high or low value that may be skewing results, potentially affecting interpretation.  We believe it's extremely important to understand the details behind the pretty picture in order to be able to use graphs effectively.

TinyChartsWithDrillDown

Screen capture showing two levels of drill down.  The first shows the claim groups and the second all claims within the selected group.  The next level available is to open a single claim for edit to view all transactions.

    HELP! Send me the data I need to prepare this a custom report - As the claims administrator, clients or departments within your own organization will always look to you to do this part of their job for them.  Save time by empowering them with the Dashboard, Chart Editor, and SQL Query Tool.  Not only will you be giving them the ability to get the data they want, you'll also be enabling them to answer the inevitable follow-up questions that always surface.  Access to the Dashboard module will not only let them create the charts they need but also the underlying data set so they'll be prepared to respond to the most probative of questions asked during presentations.  If the client or department representative has been granted remote access, presentations can even be live or at least answers to questions can be augmented with additional charts LIVE! 

ExportGrid2

Screen capture of the SQL Query Tool with a data set grouping claims by claim status category.

    Code vs. Code Matrix

    A unique feature of the dashboard is its ability to provide a view of claims data called “Code vs. Code”.  In this case, the user is presented with the option to choose two different codes that the program uses to generate a two dimension array summarizing one of five (5) common claim metrics.  Instead of a chart, the data is presented in a color coded grid, one of the values represented by rows and the other by columns.

    The sample grid below shows a matrix that has the NCCI body part group as columns and NCCI nature of injury as rows.  Each cell contains the calculated total paid to date.  The cells are colored by evaluating the minimum and maximum values , calculating the mid point, and then interpolating  a color gradient using three (3) user-selected colors.

    Interpreting the grid is straightforward.  The two red cells, slip or fall affecting multiple body parts and strains affecting the trunk are clearing the costliest types of accident and/or injury.  The presence of yellow cells in the slip and falls column indicate that injuries to other parts of the body, from this single cause, are are a significant part of total claim costs.  Use the drill down capability to investigate why strains to the trunk are so much costlier that strains to other body parts.

CodeVsCodePTD

    Only a few mouse clicks are necessary to change the cell content to show paid-to-date, total incurred, a count of claims, or the number of days lost, days paid, or days restricted.  Of course, all of the filters applicable to charts apply to code vs. code grids as well.  Drill-down and point and click export of all or part of the data is supported.

Additional Features of the Dashboard

  • Can be accessed from within the main program or deployed as a stand alone for use by remote users without the need to provide access to the main program.
  • Simple point and click user interface.
  • A standard chart set (scenario) can be designed by a system administrator for a specific client or department that cannot be edited but still allow the user to create their own single-use charts.  Alternatively, users can be given the rights to create their own scenario in a private workspace.
  • Users can view data for all claims within the data base in order to compare their performance to all others WITHOUT violating organizational level security.
  • The Dashboard includes an integrated chart editor to enhance charts for incorporation into printed or multi media presentations.
  • A Query Tool is provided to view the underlying data set for any chart and to provide easy export of all or part of the data set to a spreadsheet application for advanced statistical analysis, forecasting or to be incorporated with data from other sources for purposes like budget analysis.
  • Provision of options to create charts showing values for all claims in a data base, OR for a single enterprise, OR for one or all employers, OR for any of the six (6) organizational levels or activities that can be defined within a single employer.
  • An ability to compare a single value across five (5) user defined periods.
  • Create charts based on codes used to classify claims or on codes used to classify financial transactions.
  • In addition to charting based on more than 54 claim coding schemes, there are dedicated queries for:
  • Day of the week
  • Month of the year
  • Time of day
  • Number of days open
  • Excess carrier notification percent
  • Code-Code matrices with conditional coloring
  • Incident coding schemes
  • Occurrence coding schemes
  • Provision of 100 security protected, sharable scenario workspaces allowing users to create an unlimited number of their own customized chart
  • Save dashboard charts to a file, send them to a printer, or copy them to the Windows clipboard to paste into another application.
  • Ability to customize labels, headings, and footers.  Ability to use code ID’s, code titles, or user defined chart text to ensure clear and concise charts.
  • Three levels of chart editing tools: simple, intermediate, and advanced.
     

TPA’s... Add a WOW! Factor When Making Presentations of Your Services to Potential New Clients

In a highly competitive industry, potential clients need to know about everything that makes your offering unique.  If a decision comes down to two equally qualified companies offering services at a similar price, the final decision just might be based on which firm has the best collection of tools for data mining and analysis.

Show potential clients how easy it is to create their own personal dashboard, right from their desk, as part of your presentation.  The Dashboard is so easy and powerful, they'll be calling you every day to find out when their data will be converted and available to start designing queries and creating charts.

If they are more interested in exporting data for analysis using a spreadsheet, show them how easy it is to user the Financial Dashboard and/or SQL Query Tool to create custom data sets to copy/paste into their spreadsheet of choice 

 

The Integrated, Claim Specific Financial Dashboard

A second dashboard is also provided and referred to as the Claim Financial Dashboard.  Its shows the current financial statuses (PTD, reserves, recoveries, incurred, and more) and injury classification information for all claims in a grid format.  Important metrics like number of days open, days lost, days paid, days restricted, KOS, percent of excess carrier notification level, actual and expected recoveries, and policy assigned are also included in this grid.

The content of the grid can be sorted and filtered by organizational level, policy carrier, examiner, claim status

Once the user creates a data set, the content of all of the grid rows or any subset that can be marked for export using a rectangular shape can be exported to any other application.  The data can also be saved in a variety of formats or printed..