Actevate Training - How to Check the GM Dashboard

[jun.ren]

Prerequisites:
Ensure you have an Actevate Admin account on the eHealthier Analytics site.

1. Login to eHealthier Analytics Site: Visit eHealthier Analytics and log in using your Actevate Admin account.
   

   
   
   Video Demo

2. Access the GM Dashboard: After logging in, navigate to the GM dashboard to view relevant charts.
   

   
   
   Video Demo

3. GM Dashboard with Updates: In the GM dashboard, you can observe the following updates:

• New appointments.
• Updates in appointment status.
• New invoices.
• Questionnaires sent and completed.
  
  
  
  Video Demo

Panels:

1. Total contracted clients:
   Once a booking is created (PHA/EAP), the chart and table are updated as shown below. Please note the before and after stats presented in the screenshots below:
   

   

2. Questionnaires:
   The chart includes the following:

• Sent Out: Displays the number of PHA questionnaires that have been assigned to clients.
• Completed: Shows the number of completed PHA questionnaires (by clients).
• Expired: Indicates the number of PHA questionnaires that clients failed to complete before the due date.
  

3. Billing’s panels:
   The Billing panels will be updated once an invoice has been created for a client in Cliniko. The screenshot below illustrates the before and after stats for each panel.