Automated Income & Activity Reporting Dashboard

King’s College Hospital NHS Foundation Trust, London, Acute

The problem

The income finance team requires the implementation of a dynamic income reporting dashboard to automate manual processes. Failure to do so may compromise efficiency in monitoring service performance.

The challenge

  1. Presenting detailed income information: How can we present detailed income information in a format that is easy to understand for both finance and non-finance staff?
  2. Developing the income reporting dashboard: How can we develop the income reporting dashboard to ensure it is available to meet month-end deadlines?

The outputs

  1. The primary output is the income reporting dashboard, providing a real-time representation of the latest activity and income data.
  2. Increased interactive outputs, fostering closer engagement between the income team and finance business partners.
  3. Enhanced collaboration leading to more efficient workflows and a cohesive working relationship.

The outcomes

  1. Efficient monitoring of performance: the automation of the income reporting dashboard enables care group services to efficiently monitor their performance in terms of activity and income.
  2. Access to tailored commentary: integration of commentary into the automated process allows services to access and download activity and income data tables along with relevant commentary tailored to their specific care group, fostering greater understanding and informed decision-making.
  3. Time-saving benefit: implementation of the income reporting dashboard has resulted in significant time savings, estimated at approximately 40 hours per month for the income team. This time can now be spent conducting more detailed and in-depth analyses aimed at optimising income output efficiency and ensuring complete and accurate receipt of income to the trust.

The Innovation

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What the peer-reviewers said

“The Dashboard is obviously engaging a range of stakeholders, which is essential in changing clinical practice for the future, and is hugely valuable.”

“This is a very exciting innovation, demonstrating how automation and Power BI dashboards can be utilised to improve financial reporting. The output demonstrates a creative approach using graphics, graphs and numerical data to show the income position.”

“This could be used as a test case for other trusts to improve reporting and efficiency.”

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Innovation A8 Monthly_Care_Group_Income_Report-Acute_Medicine