# Analytics Popup

IMPORTANT DISCLAIMER:

THE ANALYTICS FEATURE PROVIDES GENERAL INFORMATION ONLY, NOT BILLING, CODING, OR MEDICAL ADVICE. SIMPLIFY AI DOES NOT GUARANTEE THE ACCURACY OF THIS DATA. ALL ANALYTICS ARE AI-GENERATED APPROXIMATIONS AND SHOULD BE INDEPENDENTLY VERIFIED BEFORE BEING USED FOR ANY BUSINESS, FINANCIAL, OR MEDICAL DECISION-MAKING.

### Overview

The Analytics feature in Simplify AI provides visualizations and metrics related to your documentation performance. This tool helps you track productivity, analyze coding patterns, and understand revenue impact across your practice.

<figure><img src="/files/7abUs17DqJL9oscHJZLc" alt="" width="132"><figcaption></figcaption></figure>

### Accessing Analytics

To access the Analytics feature:

1. Navigate to the Documents dashboard
2. Click the "Analytics" button in the top toolbar
3. The Analytics popup will open with date selection controls

### Generating Analytics Reports

#### Setting Date Range

Before generating your analytics, you must select a date range:

1. **Start Date**: Click the first date field to select when your analysis period begins
2. **End Date**: Click the second date field to select when your analysis period ends

The system will analyze all documentation completed within the selected period.

#### Generating the Report

After selecting your date range:

1. Click the "Generate" button
2. The system will process your documentation history
3. Charts and metrics will appear when processing is complete
4. A "Download CSV" button will appear if you want to export the data

### Understanding Your Analytics

#### Summary Metrics

The top section shows key performance indicators including:

* **Notes**: Total number of notes completed in the selected period
* **RVU Work**: Estimated Relative Value Units generated
* **Non-Fac Total**: Estimated non-facility revenue
* **Fac Total**: Estimated facility revenue

Each metric shows:

* Current period value
* Percentage change from previous comparable period
* Previous period value for reference

> **DISCLAIMER**: These metrics are AI-generated estimates and may not precisely match your actual billing system values. Do not use these figures for financial reporting without verification.

#### Overall Summary Chart

The summary chart shows a comparison between current and previous periods across key metrics:

* Toggle between **Bar** and **Area** views
* Hover over elements to see detailed values
* Compare performance trends across multiple metrics

#### ICD Distribution

The ICD (diagnosis code) distribution chart shows:

* Most frequently used diagnosis codes
* Relative frequency represented as pie chart segments
* Interactive highlighting when hovering on segments

> **DISCLAIMER**: ICD codes shown are based on AI analysis of documentation and may not represent officially billed codes. Always verify with your billing department.

#### CPT Analysis

The CPT (procedure code) chart displays:

* Most frequently used procedure codes
* Count of each code's usage
* Color-coded horizontal bars for easy comparison

> **DISCLAIMER**: CPT code identification is AI-estimated and may differ from actual billing. This information should be used for general insight only.

#### Per-User Breakdown

For team accounts, the per-user breakdown section shows:

* Individual performance metrics for each provider
* Expandable sections with detailed metrics
* Most common ICD and CPT codes per provider
* Comparative performance indicators

### Exporting Analytics Data

To export your analytics data:

1. After generating a report, locate the "Download CSV" button
2. Click to download a complete dataset
3. Open the CSV file in your preferred spreadsheet application
4. Use this data for further custom analysis

> **DISCLAIMER**: All exported data includes AI-generated estimates only. Verify against your official billing system before using for any financial or operational decisions.

### Best Practices

1. **Regular Review**: Generate analytics monthly to track trends over time
2. **Verification**: Always verify data against your actual billing system
3. **Team Review**: Share analytics with your team to identify documentation patterns
4. **Date Selection**: Use consistent date ranges (monthly, quarterly) for better comparison
5. **Data Export**: Export data to perform custom analysis beyond the built-in charts

### Important Limitations

* **Accuracy**: All analytics are AI-generated approximations and not guaranteed to be 100% accurate
* **Billing Alignment**: Data may not precisely align with your billing system due to differences in analysis methodology
* **Policy Updates**: Analytics do not automatically adjust for policy or billing rule changes
* **Historical Data**: Only analyzes documentation created within Simplify AI system

**REMINDER: THE ANALYTICS FEATURE PROVIDES AN ESTIMATION ONLY. ACTUAL BILLING, CODING, AND REVENUE OUTCOMES MAY VARY. SIMPLIFY AI DOES NOT GUARANTEE THE ACCURACY OF THIS FEATURE AND IT SHOULD NOT BE USED AS THE SOLE BASIS FOR FINANCIAL OR MEDICAL DECISIONS.**


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.simplifyaio.com/analytics/analytics-popup.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.