Actevate Training - How to check EAP dashboard

Prerequisites:
To access the EAP dashboard on the eHealthier Analytics site, you must have one of the following accounts:
Actevate Admin account
EAP Division TSM account
EAP company Admin account

  1. Log in to the eHealthier Analytics site using any of the accounts mentioned above.

  2. EAP dashboard - No Data (no EAP client yet)


    Video Demo

  3. EAP Dashboard - Full Data (With EAP Clients and All Fields of EAP Treatment Note Filled Up)

Video Demo

Panels:

  1. Age
    The data is aggregated based on the date of birth of the EAP clients. For details, refer to Actevate Training - How to create a client in Cliniko.
    Screen Shot 2023-09-06 at 12.54.10 pm

  2. Total EAP Numbers
    The data is aggregated based on the number of appointments created in the last 7 days. Refer to Actevate Training - How to Create an EAP Appointment.
    Screen Shot 2023-09-06 at 1.17.00 pm

  3. Total New Referrals
    The data is aggregated based on the number of appointments created within the specified time range in the top right corner. Refer to Actevate Training - How to Create an EAP Appointment.
    Screen Shot 2023-09-06 at 1.24.25 pm
    Screen Shot 2023-09-06 at 1.21.32 pm

  4. EAP Hours Utilised
    The data is aggregated based on the number of hours spent on appointments completed within the selected time range. Refer to Actevate Training - How to Create an EAP Appointment.
    Screen Shot 2023-09-06 at 1.29.55 pm

  5. Location
    The data is aggregated based on the state of the EAP clients. Refer to Actevate Training - How to create a client in Cliniko.
    Screen Shot 2023-09-06 at 1.41.37 pm

  6. Referral Source
    The data is aggregated based on the “Referral source” field in the treatment note. Refer to Actevate Training - How to Add a New EAP Treatment Note.
    Screen Shot 2023-09-06 at 1.50.07 pm

  7. Number of sessions
    The data is aggregated based on the “Session x” fields in the treatment note. Refer to Actevate Training - How to Add a New EAP Treatment Note.
    Screen Shot 2023-09-06 at 2.09.02 pm

  8. Service Delivery
    The data is aggregated based on the “Service delivery” field in the EAP client profiles. Refer to Actevate Training - How to create a client in Cliniko.
    Screen Shot 2023-09-06 at 2.21.35 pm

  9. Referring Month
    The data is aggregated based on the number of appointments created in the current year. Refer to Actevate Training - How to Create an EAP Appointment.

  10. Referred to Medicare
    The data is aggregated based on the option selected for “Referred to Medicare scheme?” in the treatment note. Refer to Actevate Training - How to Add a New EAP Treatment Note.
    Screen Shot 2023-09-06 at 2.38.24 pm

  11. Issue Type
    The data is aggregated based on the option selected for “Work or personal” in the treatment note. Refer to Actevate Training - How to Add a New EAP Treatment Note.
    Screen Shot 2023-09-06 at 2.40.44 pm

  12. Reason for Accessing Service
    The data is aggregated based on the options (multiple choices) selected for “Reason for accessing the service” in the treatment note. Refer to Actevate Training - How to Add a New EAP Treatment Note.

  13. Gender
    The data is aggregated based on the “Sex” field in the EAP client profiles. Refer to Actevate Training - How to create a client in Cliniko
    Screen Shot 2023-09-06 at 2.46.02 pm

  14. Impact on Functioning
    The data is aggregated based on the options (multiple choices) selected for “Impact on functioning” in the treatment note. Refer to Actevate Training - How to Add a New EAP Treatment Note.

  15. Safety Risk
    The data is aggregated based on the option selected for “Safety concerns” in the treatment note. Refer to Actevate Training - How to Add a New EAP Treatment Note.
    Screen Shot 2023-09-06 at 2.49.25 pm

  16. Articles and Resources
    The links to articles and resources are generated by extracting topics from the Knowledge Base of eHealthier. You can find detailed instructions on how to create an article for the PHA/EAP Dashboard in the guide titled Actevate Training - How to Create an Article for PHA/EAP Dashboard.