About Detail Dashboard Views

SurveyVitals users with Organization or Division level access have the ability to impersonate a clinician or location and view their detail dashboard as they would. (Note: users can impersonate any user or division below them in the organizational hierarchy). The Detail Dashboard offers an in-depth look at provider performance trends overtime. 

How to change view by location or provider 

Administrators can utilize the 'Change View' functionality by visiting the Detail Dashboard page, found under the 'Reports & Comments' tab on the sidebar navigation. 

On the Detail Dashboard, select 'Change View by Location or Provider'. 

Select the division or clinician whose view you would like to see. You will then be able to view the dashboard from the perspective of that division or provider.

Have questions about user permissions? Check out our guide to user access and permissions.  

Contact your Client Success Manager for questions or drop us a line using the blue chat icon below. 

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