Get to know the features of the dashboard
The AltiusInsights Dashboard has been developed to show trends in the use of your organisation's EAP Program. There are three screens available to you, which are described here in detail.
Overview: AltiusInsights Dashboard's Three Sections
Section 1 is a Summary View with the key stats for the EAP service usage for the date range selected. We focus on the information that matters most to you including the program engagement rate, the number of new clients we are seeing to the service, the ratio of employees to family members (where available), and the channels clients are using to access the service. The grouping of data by time period can be adjusted to monthly*, quarterly, or annually.
Section 2 Demographics Explorer, allows you to investigate trends among the various client characteristics we collect. These attributes vary by customer and are set up on contract initiation, but generally can include factors such as age group, client type (family/employee), gender, length of service, marital status, referral source and salary grade. Graphs in three formats (counts, proportions and ribbon) portray trends over the selected time period. The display can be configured to monthly*, quarterly or yearly time scales, and graphs can be stacked for comparison.
Section 3 Presenting Issues Explorer, shows the range of issues reported by clients, leading them to use the EAP service. We distinguish between work-related and personal issues, and show the count of cases reporting each issue, as well as showing the trend in that issue over the selected date range, compared to the other issues reported. The share among all cases of the selected issue is also shown.
Note:
* Monthly data views are only available to customers with sufficient case volume to allow reporting of 10 or more cases per month. If your usage often falls below this level, the monthly view will not be available in order to protect the privacy of those employees using the EAP service. In this case you can use quarterly and annual data views.
Navigation
To move between the three sections, you can either:
1. Click on the in-page Menu button to open the navigation menu:
2. Use the tabs at the bottom of the window:
General Features
There are several features that are shared across all the Sections of the Dashboard.
Date Range Selectors
The Date Range Selectors are available on each page of the Dashboard. They allow month-to-month ranges to be set if your case volume allows monthly views, or quarterly ranges otherwise. Note that the current (partial) month or quarter will not be displayed to ensure data privacy. In many situations you will want to "Show All Data", which is the default view.
Data Download Option
The Data Download button is available in each section of the Dashboard. Protections are in place for the privacy of client details in the downloaded data.
Data Resolution Selection
On the Summary View and Demographics Explorer, you can set whether the data shows grouped by month, quarter or year. This affects the horizontal, or X, axis of charts.
1: Summary View
We'll dive into each of the areas in the Summary View.
Summary Statistics
Cases: The number of cases that have been opened. A case generally refers to a single client visiting the service in a year. For some organisations, a new case is opened for each issue or episode of care a client presents with. Please refer to your account configuration and set up plan for further details.
Sessions: The number of sessions that have occurred. Sessions are an appointment that involved a consultation between a Psychologist and a client. A Case will consist of one or more Sessions.
Did Not Attend: The percentage of booked Sessions where the Client did not attend. Generally these sessions were not attended with less than 24 hours notice.
Average Sessions Per Case: The number of Sessions we had with a client under their Case. In many situations this is the average number of times we see each client in a year, but this may vary for your organisation.
Engagement Rate: The number of employees (or members) of your organisation that used the service in a year, as a percentage of all employees (or members). This is explored in more detail in the Engagement Rate visual.
Appointment Booking Days: The number of days between a Case being opened (typically the day we get the client's full details) and the first appointment with the client. This depends on several factors including the client's availability. Where a contract requires a session to be offered within a limited period of time, this will have happened, but the client's availability and other factors may result in a longer period before the first Session takes place. Note that critical incident and emergency appointments are always available immediately or at very short notice.
Engagement Rate
Engagement rate shows the proportion of your employees using the service. Comparison targets are shown for a baseline expectation (5%) and for best-in-class engagement (15%).
New Clients Adoption
This graph shows the profile of EAP program users within the time period shown:
New Users: A client is attending the EAP service for the first time, and their first case was opened.
Returning Users: An existing client returned and a new case was started for them. A new case was started because either a new year had begun with a fresh EAP session allocation, or the client is presenting with a new issue (this depends on how your organisation has asked us to manage setting up new cases).
Existing Users: An existing client attended a session under an existing case. This means this is their second or greater EAP session under the open case (within the current year or with the same presenting issue, depending on how cases are managed for your organisation)
Total Cases: The number of cases, or total number of clients, for the period shown.
Employee vs Family Cases
If your organisation provides EAP access to family members as well as employees, this graph simply shows the proportion of employee and family members accessing the service. The data shows the number of cases (equivalent to the number of clients in most situations).
Sessions by Channel
The pattern of channel use is shown in this graph:
In Person: the client attended an Altius Group or PeopleSense office for their session. In some cases we offer on-site EAP sessions and these fall into this category too. This session type has also been referred to as "face to face" in earlier reporting formats, but with the advent of online collaboration platforms we have moved away from this term.
Online: the session was held via Microsoft Teams or another online collaboration platform.
Telephone: the session was completed via a phone call.
2. Demographics Explorer
This section allows you to explore the categorisation of clients using the EAP service and trends in service usage over time by these categories. The specific dimensions available to you will depend on the selections you made when your EAP contract was set up. In the following example we show a sample set of dimensions to illustrate how Demographics Explorer works.
Demographic Selection
The demographic dimensions available to your organisation show across the top of the dashboard. Select the attribute you wish to explore in the graphs.
Chart View Area
In the Chart area, you see the trend over time in the selected dimension or demographic attribute.
Summarise By: allows you to choose to see data monthly, quarterly, or grouped by year.
Chart Type: allows you to switch between a pair of stacked column charts, or a single ribbon chart to display the data. The stacked column charts show absolute client volumes (top or left chart) and the data as a proportion (bottom or right chart)
Ribbon view
View By: when Columns View is selected, you can choose to see the charts stacked one on top of the other, or side by side. This can help with data analysis.
Side by Side view
3. Presenting Issues Explorer
When clients start an episode of care with us, we seek to understand the primary issue they are looking to address. This presenting issue becomes an attribute of their case file. In Presenting Issues Explorer you can see the case volume of issues that clients from your organisation are expressing, and see the trend in specific issues over time.
This section is very interactive. By choosing a specific presenting issue from the graphic on the left (1), you will see the trend in that issue over time (3), highlighted in the graph to the right. Additionally the ratio of that issue among all cases is shown above the line graph (2).
Note: This section lends itself to the "Show All Data" option. If your date range is too restrictive, less trend information is available
Further Help
If you have further questions about the data behind AltiusInsights Explorer, or which to investigate certain trends or aspects of the data, please contact your account manager or email us at AltiusInsights@altius-group.com.au.