In healthcare it is common to use dashboards, scorecards, and report outs to present data to operational leaders and physicians regarding their performance. Too often, the same template is used for extended periods of time, dulling the elements to the end users as the report looks repetitive. As technology continues to improve, it is vital that reporting technique and metrics continue to be evaluated and updated as well. When a physician sees a new report, their eyes scan the document looking for the key items to take away. However, if the physician as seen this identical report replicated for 18 months, they are likely to focus on the most commonly discussed metric. So how do we create useful reports that continue to generate buzz?
Keep the Content Fresh
In order to continue to refresh the data, the scorecards and dashboards need to be upgraded consistently to provide new metrics that are most useful for the current business. When new goals are created, new metrics should be added to the reports to measure the success of the new goals. The content should remove dated metrics that are not useful, and replaced with new metrics that may be more helpful.
Rebrand the Report
Changing the format of the report can be a helpful way to restore the report. Once the same template has been used for too long, users will begin to ignore parts of the report. Rebranding can change the outlook, layout, distribution method, color scheme, or initiatives on the report. Continue to update the main goals on the reports and highlight these to ensure the goals are being updated. Provide targets for the metrics as comparison.
Incorporate End Users
In order for the reporting to have significant value added, the end users need to have metrics that provide them specifically with value. The metrics may vary by department, so ensuring the correct metrics are added to reporting allows for the most valuable data. Leave no waste on the reports, only provide content that the end user determines adds value to their operations.
I challenge you to take a reporting template that has been in use for a long period of time and perform an extensive review. How can this report be improved to provide the most value to the end user? Remove waste and rebrand the report.