Clarity: Quick Guide

Unlock Hidden Value in Your Practice with Clarity 

In today’s healthcare landscape, every unbilled service, missed opportunity, or overlooked trend can mean lost revenue and reduced impact. Clarity, available exclusively with our Premium Package, empowers providers to take control of both clinical and financial outcomes. By surfacing missed invoices, highlighting population health insights, and revealing inefficiencies across your practice, Clarity turns raw data into actionable intelligence.

With access to powerful reports and dashboards, you can uncover revenue leakage, track provider productivity, monitor equity across patient cohorts, and identify opportunities for program development. Whether it’s closing invoicing gaps, building targeted care strategies, or boosting operational efficiency, Clarity equips you with the insights to not only protect your bottom line but also grow it.

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
    • Condition Prevalence Report
    • Missed Invoice Report
    • Organisation Summary Report
    • Provider Activity Report
    • Unallocated Deposit Report
    • Utilisation Dashboard
    • Patient Follow-Up Dashboard
    • GP Chronic Condition Management Plan (GPCCMP) Dashboard
    • Prescription Transaction Report
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

Condition Prevalence Report

This report identifies patient cohorts by chronic health condition. Select multiple conditions to create a list of patients with comorbidities.

Helpful for:

• Targeted care planning (ie diabetic patients over 65 years old)
• Reporting to public health bodies
• Program development (ie falls prevention for osteoporosis patients)
• Equity tracking across demographics (ie ethnicity and chronic disease)

Missed Invoice Report

Detect and resolve unbilled appointments where a service occurred but no invoice has been issued, by matching appointment dates to invoiced dates of service.

Helpful for:

• Financial loss prevention / revenue leakage tracking
• Operational compliance / ensures billing is tied to documented care
• Staff performance monitoring / may highlight workflow issues or training gaps
• Support operational compliance and process improvement within billing workflows

Organisation Summary Report

A high level summary of various entities across MediRecords Care & Engage platforms.

Helpful for:

• Gaining a snapshot of organisational activity & workload distribution
• Monitoring overall system usage and engagement in different areas of the system

The following tables of information are used to construct the report: 

Provider Activity Report

This report captures a range of provider and practice performance metrics. Including Average waiting room time, inconvenience to patient, number of appointments, handling time & Consultation duration variance. 

Helpful for:

• Gaining insights into provider productivity & workload balance across the practice
• Monitor patient experience indicators, such as waiting times and consultation duration consistency

Unallocated Deposit Report

This report shows the unrealised deposits balances totals across different aging categories (Total, 90+ days, 60+ days, 30+ days) & identifies unpaid invoice totals to realise the revenue.

Helpful for:

• Gaining visibility into unallocated or aged deposits across the practice
• Monitoring outstanding balances to identify opportunities for revenue recovery
• Supporting financial reconciliation, auditing, and cash flow management activities

Utilisation Dashboard

This report shows the proportion of available time that has been booked to see patients over the last seven days It is made up of 3 sheets of information.

Helpful for:

• Gaining visibility into provider utilisation and workload distribution
• Monitor overall practice efficiency to identify under or over-utilised providers

Patient Follow-Up Dashboard

This dashboard aggregates operational and clinical signals to surface patients who may be due to be followed up or recalled.

Helpful for:

• Identifying patients without scheduled appointments
• Revealing patients with outstanding recalls
• Locating patients with abnormal results and no subsequent appointment booked

GP Chronic Condition Management Plan Dashboard (GPCCMP)

This dashboard assists in monitoring patients with a GP Chronic Condition Management Plan (GPCCMP), to help support proactive chronic disease care.

Helpful for:

• Identifying patients on a Chronic Condition Management Plan (CCMP)
• Locating patients who are due for a review of their CCMP
• Finding patients who have a chronic condition, but do not have a CCMP, and calculating the suitability of a plan

Cancelled Appointments Dashboard

The Cancelled Appointments Dashboard highlights patients who have cancelled or did not attend (DNA) appointments, and flags where no follow-up action has been arranged. It enables practices to quickly identify rebooking opportunities, reduce care gaps, and understand cancellation patterns.

Helpful for:

• Identifying trends in DNAs and cancellations across providers, appointment types, and time periods, to help reduce care gaps

• Revealing patients who have a cancelled appointment and no follow-up scheduled to enable timely rebooking and continuity of care

Prescription Transaction Report

This report provides a comprehensive audit of all prescribing activity recorded within the Care application. It displays what was prescribed, by whom, for which patient, and the current status of each prescription. Teams can analyse provider-level prescribing patterns, surface outliers, and rapidly identify cohorts of patients who have been prescribed a specific medication at any point to support safety, quality, and population health initiatives.

Helpful for:

• Auditing all prescribing activity to ensure traceability and governance across practices and providers.
• Understanding individual provider prescribing trends, volumes, and mix over time to inform supervision and education.
• Identifying cohorts of patients who have ever been prescribed a specific medication to enable targeted review, recalls, or quality improvement programs.

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