Admin Guide — Revenue Matrix & Dashboard Settings

​

Revenue Matrix Configuration

​

Columns

​

How Revenue Estimates Flow

1. Screening trigger → looks up matrix by (program_type, insurance_type) → writes lead_value_estimated to pm_analytics_revenue_impact
2. Appointment confirmation → actualizes revenue: confirmed → revenue_realized = estimated; no_show → revenue_lost = estimated
3. Revenue Impact Widget → aggregates realized vs. lost revenue in the dashboard

​

Editing the Matrix

INSERT INTO pm_program_insurance_revenue_matrix
  (organization_id, program_type, insurance_type, estimated_per_lead_revenue)
VALUES
  ('your-org-id', 'IOP', 'medicaid', 450),
  ('your-org-id', 'PHP', 'commercial', 800);

​

Dashboard Settings

​

Changing Settings

UPDATE pm_module_settings
SET ahcccs_compliance_window_hours = 48
WHERE organization_id = 'your-org-id';

​

Permissions