Setting Up A Business Intelligence (BI) Account

The account administrator must assign individual users in firstHOMECARE access to BI. In order to do so, the account administrator must first assign access to BI to their user login. After designating which users should have access to BI, the administrator should assign individual feature access for each BI user:

User access to features is determined by the features configured in Settings > Manage Users. Only the features that your agency has contracted are available for access in your firstHOMECARE Enterprise Edition account. Review the following table to determine the features to which individual users need access:

Feature	Functional Area	Reports and/or Dashboard Controls (All Functional Areas must be enabled to access Legacy files)
Revenue Intelligence	Legacy Reports Collections	Revenue By Payment Status RAP DSO EOE DSO Total DSO
	Billing	Impending Auto-Cancellations RAP Submissions Per Week EOE Submissions Per Week
	Admissions	Estimated Revenue by Episode Month Episodes by Episode Month Assessment Payment Components by Episode Sequence Episodes by Episode Sequence
	Clinical	Average Payment Per Episode Average Clinical Payment Per Episode Average Functional Payment Per Episode Average Service Payment Per Episode Average Supply Payment Per Episode Average Total Payment Per Episode Monthly Case Weight
Receivables Intelligence	Legacy Reports and all views	Recent Activity Corrective Actions Impending Auto Cancellations Cancelled Denied Due RAP Due EOE RAP History Submission Episode History Projected RA Unworkable
Patient Eligibility Intelligence	Legacy Reports and all views	Recent Activity HMO Enrolled Not Found Verified Patients
Episode Master	Legacy Reports† and all views	Edit Details Report Date Episode Date Clinician Patient Office Provider Timepoint Avoidable Events Upload OASIS

 †Applies only to management reports.

Configure Roles and User Access in firstHOMECARE Enterprise Edition. The role access designated in firstHOMECARE displays in the user information within BI. Review the following table to understand the roles and the different levels of access they have.

Role User Type	Access
Administrator	User Security Object called Security, with All Security Permissions│ Allow checked. This option gives access to all features available and Manage Users (Creating and editing of account and users).
Clinical Supervisor	Grants an individual the ability to view data and reports for all clinicians, providers, and offices assigned to them.
Allow Access	Grants an individual the ability to see only data and reports in features assigned to their specific user.

Cost/Bracket values in BI default to standard values that were determined by a recent study conducted by HEALTHCAREfirst. Users that have been given Cost/Brackets feature access have access to change the default values. In order to receive estimates specific to your agency, you will need to enter the values of those specific to your agency. The values for visit costs and visit utilizations are determined by multiplying each discipline visit cost by the number of scheduled visits for the discipline. When the results of all disciplines are added together, a good estimate of episode cos tis created. Cost/Brackets will only appear in the Settings menu if the user has been granted access to this feature.

To change the values for the estimated visit costs and visit utilizations:

1. From the main BI menu, click Settings then Cost Brackets.
2. Next to Actions, click .
3. If you have multiple providers and offices, select the appropriate Provider/Office.
4. Under Visit Costs, enter the values of those specific to your agency.
5. Under each group of utilization brackets, enter the values of those specific to your agency.
6. Under Risk Factors, enter the values of those specific to your agency.
7. Click Save. 

If you select multiple criteria for Risk Factors, in order for the patient to appear on the report under that risk factor they must meet all of the criteria in Risk Factors that have been selected.

User access to providers/offices is managed through user security in firstHOMECARE. In order to change the offices/providers a user can see in BI, you must change the security option in firstHOMECARE.

All BI user security is managed in the firstHOMECARE security permissions. Any change made to security permissions in firstHOMECARE will automatically change the same security permissions within BI. If a user is deleted from firstHOMECARE, they will no longer have access to BI.

Creating custom roles in BI allows users with that role to assign specific reports, views, charts, and dashboards to users based on the role they are assigned:

1. From the BI main menu, click Settings > Manage Roles.

2. Click next to Actions.

3. Enter the name of a role in the Name field.

4. Enter a description of the role in the Description field.

5. Select the applicable check boxes next to the options available in Role Assignment.

6. Click Save Changes. 

To assign custom roles to individual users: 

1. From the BI main menu, click Settings > Manage Users.

2. Click to edit an existing.

3. Select the applicable check boxes next to the options available in Role Assignment. 

4. Click Save Changes.