Customer Story Finding Clarity with Dashboards

View Point Health

View Point Health is an agency created by the State of Georgia to provide high quality and effective care for individuals with behavioral health challenges and developmental disabilities. View Point Health provides both group and individual counseling, along with other services such as crisis stabilization. Formed in 1975, View Point Health focuses on giving patients the best possible service from a total care perspective.


In healthcare, gathering and distributing data is vital. Not only to streamline information, but also to increase the quality of care provided to each patient. In the past, View Point Health relied mainly on cumbersome and outdated data management systems – working mostly out of Excel spreadsheets and a dashboard program that offered little customization.

As a behavioral health organization, View Point Health needed a data solution that would allow it to accurately track patient data, such as the percentage of no-show patients, patient outcomes, billing information, and crisis stabilization services (CSU) utilization. Additionally, they needed a more efficient data management and visualization strategy that would help save time and money.

It helps to be able to see trends from a bird’s eye view, but also have the option to drill down into more detail and identify specific outliers.

Erica Rosa,
Data Project Manager, View Point Health


Understanding a clear need for an updated dashboard reporting system, View Point Health began searching for a new software that would meet the organization’s budget and specific data visualization requirements. Customization – such as drilldown functions – were priority, a stipulation that eventually led View Point Health to choose iDashboards. Additionally, connecting iDashboards to the data sources View Point Health already used was relatively simple.

Getting buy-in for the new dashboard initiative went smoothly as View Point Health’s executive team recognized the importance of easily accessible data. “There was already buy in from the top level of our organization,” said Erica Rosa, Data Project Manager at View Point Health.

With the help of this new dashboard initiative, View Point Health hopes to quickly see clinical, operational, and financial trends in the healthcare sector to support its own well-being in these areas. Additionally, a better dashboard system allows View Point Health to direct its time, money, and other resources to the right places. One of the primary roles the new dashboard program plays is organizing and visualizing data from its Electronic Health Records, which can be extremely detailed and time-consuming to organize without the right tools.


By analyzing EHR records, View Point Health has been able to streamline its decision-making process. Today, the organization uses iDashboards to track and visualize data for virtually every one of its departments. The Billing Department, Acute Services Directors, Outpatient Care Directors, Executive Team, and Quality Assurance team all use data visualization from iDashboards in their meetings to analyze important metrics and make data-driven decisions. Some of the most important key performance indicators (KPIs) they track include no-show rates, billing errors, and CSU utilization rates.


iDashboards has helped View Point Health improve its reporting process, which has saved the organization significant time, and allowed it to more efficiently allocate resources. When asked about the organization’s favorite dashboard feature, Erica explained that drilldowns have played an important role in View Point Health’s new reporting process. “EHR data can be very detailed,” she said, “It helps to be able to see trends from a bird’s eye view, but also have the option to drill down into more detail and identify specific outliers.”

Erica’s advice to other organizations looking to improve data reporting is simple: Dedicate the right person or team to data reporting and visualization. With any business intelligence plan, strategy is key. This means accounting for the resources it will take to not only start the initiative but also keep it going. With a strong BI strategy, implementing the right data reporting software can save valuable resources across your entire organization.