This article explains how to open Insights, who can use it, and how current its data is. Insights shows how your practice is performing — appointments, patients, campaigns, efficiency and revenue — for any date range and set of locations.
You need the Admin permission in the Analytics role to use Insights.
Open Insights from the sidebar
Click Insights in the left sidebar (lightbulb icon).
Check the filters at the top of the page. Insights opens on the last 3 months for all of your locations.
Every card on the page follows the filters at the top. When you change the date range or locations, all cards update to match.
If you don't see Insights
If Insights doesn't appear in the sidebar, your role doesn't include the required permission. Ask a practice admin to give you the Admin permission in the Analytics role.
The same permission lets you create location groups in Settings › Insights.
How current the data is
Insights data refreshes automatically through the NexHealth Synchronizer, which keeps NexHealth in sync with your EHR. You don't need to refresh it yourself.
The indicator in the top-right corner of the page shows when the data was last updated, such as Data updated 2 hrs ago. Activity from the last few hours may not appear until the next refresh.
Next steps
Set the date range and locations that match the question you want to answer. Then use each card's own controls to look more closely at the numbers.