Clinical Report - Every Patient, One Click Away
Healthcare — Clinical Operations
Healthcare — Clinical Operations
Power BI Desktop, Power BI Service, Power Query (M), DAX
EHR system, clinical billing system, surgery scheduling system
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30-Second Pitch
“Clinical staff didn't need another rollup dashboard — they needed to click a patient's name and see everything about them in one place. I built patient and doctor profile pages that update live off a single selection, plus surgery monitoring and billing rollups for administrators.”
The Situation
Where the Healthcare Provider Report gave leadership a population-level view, clinical staff needed the opposite: the ability to pull up one specific patient or one specific doctor and see everything relevant to them in a single screen, without digging through separate clinical, billing, and scheduling systems.
The Challenge
This wasn't an aggregation problem, it was a lookup problem. The report needed to behave less like a dashboard and more like a profile page — select a patient or doctor from a list and instantly see their full record — while still rolling up into overall billing and surgery oversight for administrators who needed the bigger picture.
My Approach
I built the report around single-entity "profile" pages for patients and doctors, using slicer-driven filter context so selecting one name updates every card on the page to that person's data, then added two roll-up pages for administrators.
Patient view — a patient information card, billing summary card, and detail views for tests, surgery, and medication history, plus Length of Stay (LOS) details, all updating together the moment a care coordinator selects a patient.
Doctor view — a doctor information card showing appointment details, patient ratings, and total revenue generated, giving each doctor (and their manager) a self-service view of their own practice performance.
Surgery Monitoring page — tracked surgery scheduling, duration, and outcomes by doctor, giving OR coordinators real-time oversight of surgical throughput and doctor-level surgical volume.
Billing Details page — rolled patient- and doctor-level billing up into an overall clinical billing summary, so administrators could see the full financial picture without leaving the report.
Result & Impact
Cut the time to pull a full patient snapshot from multiple system logins down to a single selection inside one report.
Gave doctors a self-service view of their own appointment volume, ratings, and revenue for the first time, without waiting on a manual request to administration.
Gave OR schedulers a live view of surgery status by doctor instead of relying on the scheduling system alone.
Delivered one billing summary that reconciled cleanly against the patient- and doctor-level detail behind it.