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Asking SOPHIE About the Scoreboard

SOPHIE can read your Scoreboard for you. Instead of scanning rows and columns, ask her in Ask SOPHIE — "How did collections do last month?" — and she answers from the same numbers the board shows, over whatever period you ask about.

She reads the Scoreboard for the space you're working in.

Questions SOPHIE can answer​

How you're doing

  • "Are we on track this quarter?"
  • "How did we do last quarter?" / "How are we doing this year?"
  • "How does this month compare to last month?"
  • "Which numbers are behind target?"

SOPHIE judges the last full week, and describes the week still running as pace: what has come in so far and what the week needs to keep the quarter on track. For rows where lower is better, such as A/R, she reads the direction correctly.

Who's responsible

  • "Who is supposed to fill this in?"
  • "Who is responsible for collections?"

She gives you both halves: who owns the result, and who enters the number. If the role that enters it has nobody in it, she'll say that nobody is currently being asked — usually the reason a cell is empty.

Why a number is what it is

  • "Why is this cell empty?"
  • "How is this row calculated?"
  • "Why doesn't Collections match my report?"
  • "Since when do we have numbers for new patients?"
  • "Why do my two A/R rows disagree?"
  • "Can I correct a number that came from my practice software?"

She'll tell you, for example, whether an empty cell means a number wasn't entered or wasn't collected, what a combined row adds up, or that your report runs Monday to Sunday while the Scoreboard runs Sunday to Saturday.

What you could track

  • "Can we track case acceptance?"

She'll say whether it can be collected from your practice management system, whether it's a standard metric that's coming soon, or whether it would be a typed row someone enters each week.

What SOPHIE won't do​

  • Change your board for you. Goals, metrics and assignees are set in Manage KPIs — see Setting up metrics and goals.
  • Invent a goal. If a row has no target, she says so rather than guessing one, because without a goal nothing can be on track or behind.
  • Count an empty week as zero. A week nobody entered or nothing was collected for is left out, and she'll tell you how many weeks were left out and why.
  • Re-pull your data. Your collected numbers update every night. If something needs re-pulling, she'll point you to support.

Good to know​

  • SOPHIE sees the Scoreboard the way you do. If your access is limited to the metrics assigned to you, so are her answers.
  • For collected rows she can answer by exact calendar month, because those numbers are collected day by day. Typed rows exist only by week, and a Scoreboard week can span two months, so a monthly figure for a typed row is built from the weeks inside it.