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Admin Portal Dashboards

The Admin Portal provides four specialized dashboards to manage different aspects of the Case Clinical platform. Each dashboard offers targeted functionality and insights for specific operational areas.

Available Dashboards​

📊 Accounting Dashboard​

Purpose: Financial management and reporting

  • Revenue tracking and analytics
  • Payment processing oversight
  • Billing reconciliation
  • Financial reporting and exports
  • Provider payment management
  • Attorney billing oversight

🏥 Imaging Scheduling Dashboard​

Purpose: Advanced imaging appointment scheduling and facility equipment management

  • Prescreening intake questionnaire tracking
  • Equipment matching (3T MRI, CT, etc.)
  • Facility coordination and scheduling
  • Appointment workflow management
  • Provider and facility performance monitoring
  • Imaging service delivery oversight

📋 Underwriting Dashboard​

Purpose: Risk assessment and case evaluation

  • Case review and approval workflows
  • Risk assessment tools
  • Coverage determination
  • Underwriting criteria management
  • Approval/denial tracking
  • Risk analytics and reporting

🔄 Servicing / Collections Dashboard​

Purpose: Ongoing case management and collections

  • Active case monitoring
  • Collection activities tracking
  • Payment follow-up management
  • Case status updates
  • Service delivery oversight
  • Performance metrics

Dashboard Navigation​

Each dashboard provides:

  • Real-time Data: Live updates and current status information
  • Filtering & Search: Advanced filtering options for data analysis
  • Export Capabilities: Data export for external reporting
  • Action Items: Quick access to pending tasks and decisions
  • Analytics Views: Charts, graphs, and trend analysis

Access & Permissions​

Dashboard access is role-based:

  • Super Admin: Full access to all dashboards
  • Financial Admin: Access to Accounting and Collections dashboards
  • Operations Admin: Access to Imaging Scheduling and Servicing dashboards
  • Underwriting Admin: Access to Underwriting and Imaging Scheduling dashboards

Quick Actions​

From any dashboard, admins can:

  • Switch between dashboard views
  • Access detailed reports
  • Export data for analysis
  • Manage user permissions
  • View system alerts and notifications