"Insights" are alerts in Lookout that prompt action to be taken. While reports and dashboards are useful for managers, insights are conveniently located where daily operations take place. For instance, in the case of a membership, insights are displayed on the membership dashboard.
💬 Please contact your Lookout representative for more information about the Insights add-on.
Current Insights
Package management fee (PMF) warnings
If a Home Care Package (HCP) member does not receive any services in a given month, there is a possibility that their package management fee may be refunded as it is considered at risk.
If at risk, an insight is shown on the member’s dashboard, which prompts the user to take action by
Scheduling a visit
Setting up a referral
Creating a ticket
The Lookout Dashboard provides a concise overview of memberships and the associated potential revenue that may be at risk.
Users have the option to filter the membership list to show only those who are at risk.
PMF insights will automatically resolve themselves as members receive services.