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Bridge HMS Suite · health

Health Analytics

$0.25 per user/mo

Clinical, operational and financial dashboards for management.

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Works withHMS Core
Health Analytics screen
01

Executive Dashboards (OWL)

Board-level screen with revenue, gross margin, operating margin %, new patients, total visits, admissions, bed occupancy and CSAT KPI cards.

CEO revenue and patient trends12-month revenue trend and new-patient volume trend charts rendered from daily snapshots.
CEO revenue mix breakdownCash vs M-Pesa vs Insurance revenue mix chart for the selected period.
CFO DashboardFinance screen with total revenue, VAT collected, gross margin %, claims paid, claims outstanding, cost per encounter and claim rejection rate KPIs.
Claims A/R aging chartCFO view buckets outstanding insurance claims into 0-30, 30-60, 60-90 and 90+ day aging bands.
Claims funnel viewSubmitted vs paid vs rejected claim values visualised as a funnel on the CFO dashboard.
02

Daily KPI Snapshot Engine

A scheduled job runs daily at ~23:55 and builds one KPI snapshot per facility, per date.

55+ KPI fields per snapshotEach daily row captures patient, visit, inpatient, clinical, revenue, expense, claims, compliance and engagement metrics.
Patient volume metricsCounts new patient registrations for the day and the total active patient base.
Visit and consultation metricsOPD, IPD, emergency and teleconsult visits, total consultations and average consult duration in minutes.
Inpatient flow metricsAdmissions, discharges, deaths, 30-day readmissions, bed occupancy %, bed-days utilised and average length of stay.
Clinical volume metricsSurgeries, deliveries, lab tests, critical lab values, imaging studies, Rx lines dispensed and OTC sales.
03

Custom Report Builder

Users build reports by choosing a source dataset, filter domain, group-by fields, measure fields and chart type.

Eight HMS data sourcesReports can query snapshots, visits, admissions, consultations, prescriptions, lab requests, bills or insurance claims.
Seven chart typesBar, line, pie, scatter, area, table or KPI-card rendering per report.
Domain validationFilter domains are safely parsed with a clear error message when the expression is invalid.
Draft / Ready / Archived lifecycleStatusbar workflow with Mark Ready and Archive buttons and chatter tracking on every change.
Run with row-count feedbackRun button executes the query (grouped read_group or 500-row search) and toasts how many rows were produced.
04

Scheduled Digests

Named email digest subscriptions with daily, weekly or monthly cadence and active toggle.

Composable digest sectionsEach subscription picks which summaries to include: CEO, CFO, CMO and/or Operations.
Internal and external recipientsSend to selected users plus comma-separated external email addresses, optionally scoped by group.
Send Now buttonFire the digest email immediately from the form, with the last-sent timestamp recorded.
Weekly and monthly digest cronsTwo scheduled jobs automatically dispatch all active weekly and monthly digests.
Digest mail templateShips a mail.template for the executive digest with per-recipient addressing.
05

Benchmark Registry

Register KPI benchmarks with metric name/code, unit, facility value, benchmark value, as-of date and notes.

Four benchmark sourcesClassify each benchmark as MoH Kenya, industry survey, internal target or peer group, with a source reference.
Automatic above/at/below ratingA stored computed badge compares facility value to benchmark within a 2% tolerance.
12 pre-loaded industry benchmarksShips bed occupancy, CSAT, readmission, claim rejection, lab TAT, OPD wait, mortality, ALOS, no-show, CPD, margin and claims-aging targets with cited sources.
Per-facility benchmark trackingBenchmarks can be scoped to a facility and archived via an active flag.
06

PDF Reports & Email

QWeb PDF report bound to snapshots and available from the record's Print menu.

CFO Financial Summary PDFPrintable financial summary covering revenue, expense and claims figures.
CMO Clinical Quality PDFPrintable clinical-quality report of mortality, readmission and safety metrics.
Operations Weekly PDFPrintable weekly operations throughput and occupancy report.
Custom report PDF rendererGeneric QWeb template renders any user-built custom report to PDF.
07

Security & Access Control

Adds a dedicated HMS / Executive security group (implying HMS Manager) for board-level analytics access.

Granular per-model rights13 ACL lines tune read/write/create/delete separately for Manager, Admin, Executive and Doctor roles across all four models.
Multi-company record rulesSnapshots and digests are filtered to the user's allowed companies.
Owner-or-shared report privacyA record rule limits custom reports to their owner unless explicitly shared with the team.
Role-gated menusEvery menu entry is restricted to Manager, Admin or Executive groups; CEO/CFO boards are executive-only.
08

Navigation & Integration

Full menu tree (Executive Overview, four dashboards, Custom Reports, Daily Snapshots, Benchmarks, Configuration) mounts under Spreadsheet Dashboards.

Configuration submenuAdmin-only Configuration area for managing digest subscriptions and benchmark sources.
Plug-and-play HMS suite integrationOnly BridgeERP_hms_base is required; billing, claims, laboratory, pharmacy, ward, messaging and staffing modules enrich the KPIs when present.
Multi-currency awareAll monetary KPIs carry the company currency, and dashboards display the active currency code.
Demo dataset includedDemo data plus the backfill routine give a fully populated analytics suite out of the box for evaluation.
09

Custom Reports

Tracked with description, owner and source — shown as a form.

My ReportsTracked with description, owner and source — shown as a list or form.
Shared ReportsTracked with description, owner and source — shown as a list or form.
Scheduled ReportsTracked with description, owner and source — shown as a list or form.
10

Configuration

Tracked with cadence, recipients and external recipients — shown as a list or form.

Benchmark SourcesTracked with metric name, metric code and unit — shown as a list or form.
11

Analytics

Tracked with snapshot date, facility and new patients — shown as a list, graph, pivot or form. 135 in the live demo.

BenchmarksTracked with metric name, metric code and unit — shown as a list or form.
12

Documents it prints

Printed as a PDF straight from the record, on your own letterhead.

CFO Financial SummaryPrinted as a PDF straight from the record, on your own letterhead.
CMO Clinical QualityPrinted as a PDF straight from the record, on your own letterhead.
Operations WeeklyPrinted as a PDF straight from the record, on your own letterhead.
Custom ReportPrinted as a PDF straight from the record, on your own letterhead.
13

It runs by itself

Runs every 1 days, unattended — nobody has to remember it.

HMS Analytics: Weekly DigestRuns every 7 dayss, unattended — nobody has to remember it.
HMS Analytics: Monthly DigestRuns every 1 months, unattended — nobody has to remember it.
HMS Analytics: Refresh Custom ReportsRuns every 1 days, unattended — nobody has to remember it.
14

Roles it ships

A role in Healthcare — enforced on every screen, report and API call, not just hidden from the menu.

15

What it sends

Goes out on the record's own events, and is logged back on the record.

Integrated apps

Health Analytics shares one database with the rest of BridgeERP — these are the apps it already talks to, with nothing to buy in between.

Builds on

Health Analytics needs these to run — they come with it in the same plan.

HMS CorePatient master index, facility setup, clinicians, encounters and role security.

And the wider platform

Any BridgeERP app can join the same database.

AccountingFull double-entry accounting, bank reconciliation, assets, budgets and statutory reports.ExpensesEmployee expense claims with receipt capture and reimbursement.InvoicingCustomer invoices, vendor bills, payments and tax handling.SignSend documents for legally binding electronic signature.SubscriptionsRecurring contracts, automatic renewals and MRR reporting.EmployeesEmployee records, contracts, attendance, skills, appraisals and referrals.

More Bridge HMS Suite apps

HMS CorePatient master index, facility setup, clinicians, encounters and role security.ReceptionRegistration, queueing, triage desk and visit slips.AppointmentsClinician diaries, online booking and reminders.Consultation / OPDOutpatient consultation, SOAP notes, orders, prescriptions and visit summaries.Electronic Health RecordLongitudinal record, problem lists, allergies, care plans and clinical decision support.LaboratoryTest catalogue, sample tracking, analysers, result validation and reporting.

From front desk to discharge, on one system

One patient record across reception, clinics, wards, theatre, lab, pharmacy and the cash office — with billing and insurance claims built in.

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