CT Agency Suite dashboard

The dashboard administrators actually open first.

A single home for the day. Birthdays, expiring plans, expiring Medicaid, plans by status, billed-vs-paid, remittance, team workload — the things administrators check first thing in the morning, surfaced in one place instead of scattered across five tools.

Apply for early access What's on the dashboard

1 screen: Replaces 5 tabs of morning ritual
Live: Real-time agency health
Drillable: Click any KPI to the underlying record

What's on the dashboard

Operational signal in one view

The dashboard surfaces what an agency administrator actually checks each morning — not a generic BI shell.

Expiring plans and Medicaid this month
Plans by status (draft, current, expiring)
Billed vs paid for the period
Remittance reconciliation status
Team workload heat-mapped

Real-time

Live data, not nightly batch

Drillable

Click through to records

Role-based

Admin, supervisor, SC views

Configurable

Per-agency layout

Why this matters

Most agency administrators start their day in five tabs because no single tool shows the whole picture.

Typical morning ritual at a human services agency: open the case management system to see today's calendar, switch to the billing system to check yesterday's claims, open the spreadsheet that tracks Medicaid renewals, refresh the EVV system for last night's visits, glance at the email folder where SCPA submissions live. Five tabs of context-switching before the day's actual work begins. The picture you assemble in your head is incomplete because no system has the full view.

CT Agency Suite's operations dashboard is the alternative. It pulls together the operational signal an administrator actually needs — expiring plans this month, expiring Medicaid eligibility, plans by status, billed-vs-paid for the period, remittance reconciliation, team workload, alerts that need attention — on a single screen. Each KPI is drillable: click into 'plans expiring this month' and you're in the worklist of those specific consumers, not a separate tab.

The dashboard is configurable per agency. Different agencies care about different first-things-in-the-morning signals. Survey-prep agencies prioritize compliance signals; growth-mode agencies prioritize new-consumer intake; mature agencies prioritize billing reconciliation. The layout adapts to what each agency actually needs to see first.

What replacing five tabs delivers

One screen, complete picture — no more context switching to assemble the view
Drillable KPIs — click into any number to see the underlying records
Real-time data — live, not yesterday's nightly batch
Role-based — admin, supervisor, and SC views configured per role
Configurable — per-agency layout matching what your team checks first

Dashboard capabilities

What the operations dashboard surfaces.

Expiring plans and Medicaid

Plans expiring in the next 30 days (configurable). Medicaid eligibilities lapsing this month. Each click opens the consumer record with the renewal workflow ready to start. Nothing slips through to auditor findings.

Plans by status

Visual breakdown of plan lifecycle states — draft, current, expiring, expired — across the full caseload. Imbalances (too many drafts, expired plans accumulating) surface as actionable signals.

Billed vs paid for the period

Real-time billing reconciliation: claims submitted, claims paid, claims denied, claims pending. Aging buckets and per-payer breakdowns show where attention is needed. Click through to the specific claims.

Remittance reconciliation status

835 ERA imports show as reconciled, partial, or pending review. Outstanding remittance flags claims that paid against unmatched records, so reconciliation work is concrete and prioritized.

Team workload heat-map

Workload across coordinators visualized: caseload size, overdue tasks, plans in progress, monitoring visits scheduled. Imbalances surface so reassignment can happen before someone burns out.

Alerts panel

Items needing attention: late MT visits, expiring plans, EVV alerts, document expirations, credentialing gaps. The alerts panel is the to-do list the dashboard generates from across every module. (SCPA stays scoped to the biller's view, not surfaced on the agency operations dashboard.)

What it looks like in practice

A few ways teams use this.

Agency director Monday morning

8:30am, director opens the suite. The dashboard shows: 4 plans expire this month, 2 Medicaid eligibilities lapse, billed-vs-paid for last week is reconciled at 96%, team workload is balanced except one coordinator at 130% (out on PTO), 5 MT uploads are still missing for last month. Three actions handle the top items in the next 20 minutes. The day starts focused instead of scattered.

Supervisor running team review

Friday afternoon supervisor pulls the team workload heat-map. One coordinator is consistently behind on monitoring visits; another is breezing through. Conversation in the team meeting is data-grounded instead of based on impressions. Reassignments happen with evidence.

Senior leadership monthly review

Monthly leadership review pulls the dashboard's monthly summary view: plans renewed, billed vs paid trend, denial rate trend, team productivity. The conversation moves from 'how do we think we're doing' to 'here's what changed and why.' Strategic decisions get data behind them.

Frequently asked

Common dashboard questions.

Can the dashboard be configured per role?

Yes. Administrator dashboards differ from supervisor dashboards differ from SC dashboards. Each role's default layout surfaces what that role actually needs first thing. Individuals can further customize within their role's configuration. The audit trail tracks who changed what.

How real-time is 'real-time'?

Most KPIs reflect data captured up to the minute. A visit checked in 30 seconds ago appears in the EVV alert panel. A claim submitted 2 minutes ago shows in billing. Some aggregated reporting (multi-week trends) refreshes on a schedule for performance, but the operational signals administrators check each morning are live.

Can I drill from a KPI to the underlying records?

Yes. Every KPI on the dashboard is a click into the underlying record set. 'Plans expiring this month' opens the worklist of those plans. 'Claims pending' opens the claim list. 'Coordinator at 130% workload' opens that coordinator's caseload. The dashboard isn't a static report — it's the entry point to action.

Can I save custom views or filters?

Yes. Saved views per role and per individual let teams configure the dashboard for their actual workflow. Common saved views: 'this week's renewals,' 'pending billing review,' 'survey-prep checklist.' Saved views are shareable within the agency.

Does the dashboard have multi-state views for cross-state agencies?

Yes. Agencies operating across states get aggregated multi-state views with per-state breakdowns. Plans, billing, denial rates, etc. roll up to agency-wide and break down per state as needed. Each state's specific compliance metrics surface in the right context.

Are dashboard exports available for board reporting?

Yes. Standard exports cover monthly board reporting needs: KPI summaries, trend charts, compliance metrics. Custom export templates are configurable per agency for board-specific formats. Most boards stop asking for custom-built reports once the dashboard's standard outputs cover what they need.

Stop assembling the view from five tabs.

Apply for the CT Agency Suite early-access program. We'll show you a dashboard configured for your agency's specific operational priorities.

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