Clarity: Quick Guide

Clarity, available with our Premium Package, turns your practice data into actionable insight across both clinical and financial outcomes. Through reports and dashboards, you can uncover missed invoices and revenue leakage, track provider productivity, monitor equity across patient cohorts, and spot population health trends and inefficiencies. This helps you close invoicing gaps, build targeted care strategies, and improve operational efficiency, protecting and growing your practice's bottom line.

If you'd like to read more on the benefits of using Clarity, please see Premium Features: Introducing Clarity.

Contents:

1. Enabling Clarity
2. Video Tutorial
3. Adding Users to Clarity
4. Viewing Clarity
5. Filtering a Report
6. Filtering a Value in a Table
7. Searching for a Filter in the Report
8. Sorting Information in a Report
9. Right-Click Functions
10. Clarity Data Refresh Rate
11. Available Reports
12. Troubleshooting Clarity

Enabling Clarity

Clarity is available to all customers who hold a Premium license, as part of the Premium Package of features.

If you hold a Premium license, you can enable Clarity through MediRecords Care.

1. Open More
2. Click Settings
3. Click Premium Features
4. Turn the slider on the Clarity tile to On

Video Tutorial

Adding Users to Clarity

1. Open More and select Settings
2. Click Premium Features
3. Select Clarity to see the list of users
   
    
4. If you have not yet added access for your staff member, then you may click Add User and follow the prompts. After the provisioning process finishes, the staff member will then be able to access Clarity through the side navigation.
    
5. If you have already added the user in the past, you will be able to check the Status of their provisioning from the list. A user will only be able to access Clarity after they reach the Connected Status.

   • Pending – Provisioning is in progress; you cannot delete or retry.

   • Failed – Provisioning failed often due to system outages or users already exist in Qlik. You can retry again. Users with failed access can be removed if needed.

   • Connected – User access has been granted. The user can now view Clarity reports. Connected users can also be removed if needed.
      

Viewing Clarity

Once enabled, the Intelligence menu will appear in the side navigation within the Care application.

Click on Clarity in the side navigation bar to open Clarity.

 

You will be taken to the Dashboard view, which shows all available reports. New reports will become available as they are developed.

Filtering a Report

Filters are listed in the first column of the report, and can be applied by making selections from the filters available. For example, in the Missing Invoices Report, you can select whether you want to see by Invoice Raised = No to find all services with a missing invoice.

The filters available vary per report.

Filtering a Value in a Table

In addition to the filters available in the first column, you may also apply a filter to a specific field within a table.

1. Click onto a field within the table of the report
2. Select the value you'd like to filter
3. Click the tick icon to save your filter
4. The data will be updated accordingly, and the filter will appear above the report.

You can add multiple filters by following the steps above.

If you'd like to remove a filter, you can click the X beside it, and the report will update.

Searching for a Filter in the Report

You can search within every column in the report using the magnifying glass.

1. Click on the magnifying glass icon in the header of the column you wish to search
2. Enter your search term into the field provided
3. Select the required value from the list presented
4. Click the tick icon to apply the search

If you'd like to remove a search filter, you can click the X beside it, and the report will update.

Sorting Information in a Report

Clicking on any column header will sort all of the data in that column. Information in a column can be sorted alphabetically, numerically, and chronologically. The direction of the arrow displayed on the column indicates the way in which the data is sorted currently.

An upward facing arrow indicates that the report is in ascending order.

A downward facing arrow indicates the report is in descending order.

If you have applied a sort by mistake and would like to remove it, you can refresh the page.

Right-Click Functions

When in a report, you can right click on a cell to access more function related to how you view, search, and filter your data.

Button	Name	Purpose
	More Actions	Opens the context menu for the field clicked. Typical options include Select / Select Possible / Select Alternative / Select Excluded Clear Selections Copy Value Search in Field Export/Download (Data, image, or PDF)
	Maximise	Opens the table in a full-screen view, useful for scanning long tables or detailed visuals. Press Esc on your keyboard or click Back to Sheet to return to the report.
	Information	Displays details about the field clicked: Descriptions Dimensions / Measures Meta Data

Clarity Data Refresh Rate

Data captured within Clarity refreshes on an hourly schedule. This means that data is not immediately imported into Clarity on creation, and all information will be updated hourly.

Available Reports

Clarity currently includes the following reports. Each has its own dedicated article covering what it's for, its use cases, and how to read it in detail.

• Condition Prevalence Report - Identify and segment patient cohorts by chronic or acute conditions.
• Missed Invoice Report - Detect appointments where care was delivered but no invoice was issued.
• Organisation Summary Report - A high-level view of key operational metrics across the Care and Engage platforms.
• Provider Activity Report - Measure individual and group provider activity and workload distribution.
• Unallocated Deposit Report - Identify unallocated deposits that haven't been linked to services rendered.
• Utilisation Dashboard - Analyse appointment utilisation over the last seven days.
• Patient Follow-Up Dashboard - Surface patients who may be due for a follow-up or recall.
• GP Chronic Condition Management Plan (GPCCMP) Dashboard - Monitor patients with a GP Chronic Condition Management Plan.
• Cancelled Appointments Dashboard - Highlight cancelled and did-not-attend appointments with no follow-up arranged.
• Prescription Transaction Report - A comprehensive audit of prescribing activity recorded in Care.

Troubleshooting Clarity

Error: Your access to MediRecords Intelligence Dashboards has not yet been configured. Please reach out to MediRecords Support for further information.

If you have received this error, it may be because you only recently enabled Clarity, and your reporting data is still being populated. Please try to load Clarity in an hour and if the issue persists, please contact the Support team on support@medirecords.com for further assistance.

Issue: I can't see the Clarity button in the Side Navigation. How do I access Clarity?

Access to Clarity must be managed by the Product Owner of the practice, via a user provisioning process. This ensures that only users you invite can access the detailed information exposed in Clarity.

If a user has not been added to Clarity or their user provisioning is not complete, they will not see Clarity in the MediRecords side-navigation.

To resolve this, the Product Owner must:

1. Open More and select Settings
2. Click Premium Features
3. Select Clarity
4. If you have already added the user in the past, you will be able to check the Status of their provisioning from the list. A user will only be able to access Clarity after they reach the Connected Status.

   • Pending – Provisioning is in progress; you cannot delete or retry.

   • Failed – Provisioning failed often due to system outages or users already exist in Qlik. You can retry again. Users with failed access can be removed if needed.

   • Connected – User access has been granted. The user can now view Clarity reports. Connected users can also be removed if needed.
      

5. If you have not yet added access for your staff member, then you may click Add User and follow the prompts. After the provisioning process finishes, the staff member will then be able to access Clarity through the side navigation.

If you are having difficulties with user provisioning or access to Clarity, please reach out to the MediRecords Support team on support@medirecords.com