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            Add Patient Support Programs Analytics Dashboards

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            Add Patient Support Programs Analytics Dashboards

            After your Patient Support Program Analytics app is installed, add analytics dashboards for your program leads and patient services reps to gain real-time insights into program performance. The dashboards provide a clear view of patient enrollment and adherence, which helps program leads optimize operational efficiency and resource allocation. The data also help reps proactively intervene and personalize support, and drive better patient outcomes.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions with Life Sciences Cloud
            User Permissions Needed
            To add Patient Services Program Analytics dashboards:

            Data Cloud Architect

            AND

            Any admin or design time user permission set in Life Sciences Cloud

            Before you add analytics dashboards, make sure that you Install Patient Support Programs Analytics App.

            1. From App Launcher, find and select Patient Support Programs.
            2. On home page, Click Setup, and select Edit Page.
            3. Place the Tableau Next Dashboard component at an appropriate spot.
            4. In Dashboard, find and select Program Lead Analytics.
            5. Under the Set Component Visibility section, click Add Filter.
            6. In Field, click Select.
            7. On the Select Field window, from the dropdown, select User, then select Profile, then select Name, and then click Done.
            8. Select Equal as operator, and enter the name of profile of your program lead as value.
            9. Click Done.
            10. Place another Tableau Next Dashboard component at an appropriate spot.
            11. In the Dashboard search field, find and select Patient Services Rep Analytics.
              Optionally, you can customize the visibility of individual dashboard.
            12. Save your changes, and activate the page.

            See Also

             
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