Using Data to Improve Productivity, Financial Strength, and Telehealth Strategy

Lack of Visualization and Analysis Holds Back Telehealth Efficiency

Although a very data driven organization, TGC was having difficulty visualizing and analyzing their data efficiently. The organization faced several critical challenges as they sought to increase awareness and compliance around staff productivity, claims, and telehealth strategy:

• Telehealth Transition Impact: With Covid, many of TGC’s sessions moved to telehealth, resulting in less billable time, increasing the need for accurate and timely claims resolution.
• Performance Accountability: Holding staff accountable to performance measures can be delicate in a union environment. TGC needs to ensure everyone is held to the same standard, requiring easy visibility into data.
• Funder Reporting Requirements: Keeping funders engaged & happy requires factual, rather than anecdotal, reporting.
• Data Fragmentation: Critical operational data existed across multiple systems without unified visibility or analysis capabilities.

Power BI Dashboards Expose Key Metrics, Trends, and KPIs

TGC engaged Blue Margin (BMI) to develop the data connections between data sources and Power BI, Microsoft’s data visualization app. The comprehensive solution included:

Custom Dashboard Development

• Deployed dashboards to expose key metrics, trends, and KPIs around telehealth performance
• Created staff productivity tracking and visualization
• Built claims analysis and monitoring capabilities

Data Integration

• Developed data connections between multiple data sources and Power BI
• Established automated data refresh processes
• Created unified view across the entire organization

Training and Enablement

• BMI provided comprehensive training to TGC staff
• Equipped teams to take ownership of their data and reports
• Ensured sustainable, long-term adoption

Multi-level Reporting

• Enabled performance trend assessment across the entire agency
• Provided drill-down capabilities by program, staff role, or individual
• Created role-specific views for Supervisors, Managers, and Directors

Telehealth Data Management Improves Efficiency and Effectiveness

The implementation of Blue Margin’s Power BI solution delivered significant operational improvements:

Enhanced Telehealth Management “Sessions are shorter in telehealth, and tracking that helped us analyze the impact, and where to deploy resources to improve telehealth and provide more in-office services to navigate the pandemic,” reports Laura Huot, TGC’s COO.

Improved Performance Management According to Tammy Lewis, Director of EHR Services, “With this reporting, we can assess and manage performance trends across the entire agency, a given program, a staff role, or an individual.”

Better Claims Visibility “We also have a better handle on claims that aren’t going out, and why,” notes Lewis. The improved visibility into claims processing has reduced resolution time and improved revenue cycle management.

Organizational Alignment “Now our Supervisors, Managers, and Directors are all on the same page, same priorities,” ensuring consistent performance standards across the union environment.

Data Accessibility The solution provides immediate access to critical information, with TGC leadership noting significant advantages over their previous systems.

Key Takeaways: Data-Driven Healthcare Transformation

By partnering with Blue Margin, The Guidance Center transformed their data capabilities to better serve their community and stakeholders. The success of this project highlights:

• Pandemic Adaptability: Real-time data enabled rapid response to telehealth transition challenges
• Fair Performance Management: Objective data ensures consistent standards across all staff in a union environment
• Stakeholder Confidence: Factual reporting strengthens relationships with funders and oversight bodies
• Operational Efficiency: Unified visibility across 23 locations improves resource allocation and decision-making