Welcome to Jarvis – Getting Set up

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Welcome to Jarvis Analytics! We are so excited to have you here with us and to be able to show you how to get this wonderful tool working for you. However, as with everything great, a solid foundation must be laid. Setting up Jarvis is like laying that foundation. To ensure you get it done right, we have created this, and the following web pages to walk you through what you need to do to get everything started. Below are the steps to setting up Jarvis for the first time by your administrator. 

Configuration Checklist

 Start by going to ConfigurationThis is where all the administrative rights come into play, and the central location to set up Jarvis.

 Determine your Basic SettingsThis is the location where you will enable what you would like to see on your Dashboard. Read the guide to learn more details. 

 Add Users and define their rolesGo to this tutorial and learn how to create new users, and determine the roles each person in your office willl play. Remember, a unique email address is needed per user account.

 Determine Locations displays your locations, PMS, and Version and allows the ability to enable the functionality of Jarvis being able to send data back to your PMS. (If you make notes in Jarvis, we can write back to your PMS if desired). *Some limitations exist where this may not be available.

 Next define your Email Settings setting this up will enable Jarvis to send End of Day (EOD) and Morning Huddle reports automatically at the time of your choosing.

Configure your Provider settings review the providers that are populating, and ensure they are in the correct locations. Toggle their tracking metrics on/off to identify their line of business (LOB) 

    • Why is this so important? If a Provider is not toggled to the proper LOB, the KPIs module will not understand where to apply their production.
    • Have a new provider that’s not displaying in the list? They will show in Jarvis as soon as they have production for the first time and we sync with your PMS.

Decide the exact numbers for the Goals you want for your team – enter your goals for your offices here. Add goals on important metrics like Gross/Net Production, Collections, NPs, etc. If you do not want to set a goal in one of these core metrics, just leave it blank. Want to upload all your goals at once? Use the Upload CSV button.

Establishing your office’s Calendar schedule this is one of the MOST important areas in Configuration. If your office hours are not set, Jarvis will use default calendar hours which are MON-THURS (8 hours each day), and FRI-SAT (4 hours each day). This setup step is so important because certain KPIs such as Avg Prod Per Hour will calculate based on the default schedule if you don’t enter your actual schedule. Additionally,  several other tables and metrics will populate incorrectly. So please do not skip this step. 

Update your Code Mapping – this is where you can map specific data points together to create a more condensed view of repetitive information throughout the platform. A large use case here is Payor Mapping. If you are looking at Payor Data, you may see 75 different Delta Dental Plans. Payor Mapping allows you to map all 75 of those together when looking at the Payor Data so the list is condensed for easier viewing. (Note: condensed data can also be expanded so full transparency remains)

Approving your KPIs – Your Key Point Indicators should already be in Jarvis at this point, if not, you will have the default metrics that are the industry standard. Your job here is to review and decide which KPIs are important to your organization. Once you decide, you will send a list to your Customer Success Manager of anything that you’d like changed.

Determine what you want to see in the EOD/Huddle Settings – You will see all of the metrics that you can include on your End of Day and Morning Huddle Reports. You have the ability to toggle on/off the metrics of your choosing.

Defined your Snapshot Settings- You will see all of the metrics that you can display on your custom Snapshot dashboard. You have the ability to toggle on/off the metrics of your choosing. 

Not Critical Tasks

Create Auto Reminders– this is a great task to complete, as it allows you to automate your reminders so you don’t have to do it manually.


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