How Do I Create a Medical Practice Dashboard in Excel?

Creating a medical practice dashboard in Excel starts with organizing the underlying data.

Step 1: Define the reporting goals

Decide whether the dashboard will focus on scheduling, referrals, billing, productivity, finances, quality or several areas.

Step 2: Create standardized data sheets

Keep raw information separate from the dashboard.

Step 3: Define each KPI

Document exactly how each metric is calculated.

Step 4: Create summary tables

Organize the information by month, provider, location or other relevant category.

Step 5: Build the dashboard

Display only the KPIs that help users understand practice performance.

Step 6: Add comparisons

Compare reporting periods when appropriate.

Step 7: Review data quality

Check missing values, duplicate records and inconsistent categories before using the report.

A good Excel dashboard should be easy for a physician to read without requiring the doctor to examine every underlying row of data.