Atomic Workspace Docs

Create analytics and charts

Use this when the app should show trends, completion rates, care gaps, quality measures, or patient lists behind a number.

Good analytics examples:

  • vital sign trends
  • PROMs score trends
  • questionnaire completion rate
  • missed follow-up count
  • patients needing attention
  • care gap lists

Typical Chart-Building Flow

Care question Metric definition Patient data behind the metric Chart or number Check the patients behind it Add it to the care-team page Test with realistic patient examples

Define The Question

Start with the decision the chart supports.

Add analytics for [care question]. The chart should help [person] decide [decision].

Example:

Add analytics for PROMs follow-up. The chart should help the care manager see completion rate, missed questionnaires, and patients with worsening scores.

Ask For The Metric Definition

A metric should say what counts and what does not.

Define the metric in plain language. Show what is counted, time period, patient group, and any excluded records.

Example:

Completion rate means submitted two-week follow-up questionnaires divided by expected two-week follow-up questionnaires for orthopedic surgery patients in the selected date range.

Say What Patient Data Feeds The Chart

Tell Atomic Workspace which patient records the chart should use.

Use submitted PROMs follow-up forms as the source for this chart. Show submitted date, patient, score, status, and reason for review behind the chart.

For vital signs, say which measurements and units matter:

Use blood pressure, heart rate, oxygen saturation, temperature, weight, and pain score. Keep units visible in the chart and the patient list behind it.

Ask For Filters

Useful filters are usually simple:

  • date range
  • clinic
  • provider
  • patient group
  • status

Ask:

Add filters for date range, clinic, provider, patient group, and status.

Include Patient Drill-Down

A chart is more useful when the care team can open the patients behind it.

Each chart or metric should let the user open the patient list behind the number. The list should show patient, status, reason, and next action.

Try The Chart With Real Cases

Ask for data that proves the chart is useful:

Show the chart with normal, missed, and needs-attention patient examples. Confirm the totals match the patient list behind the chart.

Next, see Create forms or Create care workflows.

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