📝 Overview
Metric groups in ChiroHD are a powerful organizational tool designed for system-level administrators to group multiple clinic locations together for reporting and dashboard filtering. These groups provide flexibility and structure, especially useful for organizations managing several locations wishing to analyze subsets of data efficiently. Metric groups do not impact permissions, billing, or operational workflows they are solely for reporting purposes and dashboard visibility.
Purpose of Metric Groups
Metric groups provide system-level administrators with flexible ways to organize and analyze performance across subsets of clinics. These groups are fully customizable and defined entirely by your organization, allowing leadership teams to segment locations in ways that best support operational oversight and reporting.
Common use cases include:
Managing multiple regions or territories.
Organizing clinics by ownership structure or franchise model.
Assigning locations to separate billing or operational teams.
Grouping clinics by operational status, such as year-one clinics, corporate-owned locations, or performance tiers.
By using metric groups, leadership can filter dashboard reports by these custom categories to compare performance across divisions, monitor trends by region, evaluate operational teams, and conduct focused executive-level analysis.
Accessing and Setting Up Metric Groups
Navigate to your System Dashboard, System Settings, Metric Groups.
To create a new metrics group, click Create New Metrics Group.
Enter a name for the group.
Choose a descriptive name that clearly identifies the purpose.
Select the locations to include in the group. You can select multiple locations as needed.
When finished, click submit.
Your new metric group will now be available across all system-level dashboards.
If you need to edit a metric group, simply click its blue name and update the settings as necessary.
Using Metric Groups in Reporting
Navigate to your System Dashboard, Reporting, Reporting Dashboard.
You will see a Group dropdown to choose from.
The dashboard will refresh to display data only for the locations in the chosen group.
If the group drop-down is left blank, the dashboard displays data for all active locations in the system.
Remember, metric groups are solely an organizational tool for reporting and do not:
Affect permissions
Alter billing workflows or claim creation
Change financial posting
Best Practices for Metric Groups
Use clear and descriptive group names.
Avoid overlapping groups unless necessary.
Review group assignments regularly for accuracy.
Align metric group structure with how leadership evaluates organizational performance, not just geographic arrangements.
✅ Key takeaways
Metric groups enable dynamic reporting and dashboard filtering for multi-location organizations.
Group definitions and membership are fully customizable.
Metric groups are for reporting only and have no effect on operational or billing workflows.
Use metric groups for executive-level visibility, data comparison, and focused regional analysis.
Keep group structures updated and aligned with leadership needs.
📌 Conclusion
Metric groups in ChiroHD empower system administrators to efficiently organize, filter, and analyze clinic performance across multiple locations. By strategically grouping locations, you can enhance reporting accuracy and executive insights, leading to smarter, data-driven decisions throughout your organization.