Hospital-IMS for Hospital Management: Dashboards, Reports, CRM & My Desk
Read every dashboard number, find the right report, run the Patient Relationship (CRM) screens and your own desk without asking anyone.
by Sankofa Skills Studio · vetted expert author
What you'll gain
Real first steps, checklists and worked examples you can act on — not just concepts.
Pass a real exam and earn a publicly verifiable certificate employers trust.
Unlimited practice mode + spaced-repetition flashcards, then unlimited exam retakes.
Keep the lessons and every future update to this course, forever.
What you'll cover
8 modules · 29 lessons · timed certification exam
1. The home dashboard and every gadget 4 lessons
What the dashboard is, how its tiles are laid out, what every hospital and financial gadget counts and how each number is computed, and how to choose, cap and order your own gadgets.
- Anatomy of the dashboard and the gadget card menu Preview · 18 min
- Hospital operations gadgets and how each number is computed · 22 min
- Financial cards and breakdown charts · 20 min
- Choosing, capping and ordering your gadgets · 16 min
2. Insights cards, anomaly flags and threshold alerts 3 lessons
How the Insights families are organised in each module, how to open and read a card, how to pin one to your dashboard, and how to act on threshold alerts and anomaly flags. Includes the key hospital cards for receivables, revenue, targets, cash and stock.
- Opening and reading an Insights card · 18 min
- Threshold alerts and anomaly flags · 18 min
- Key hospital cards: receivables, revenue, targets, cash and stock · 20 min
3. Standard reports across the modules 4 lessons
How every report screen behaves, how to export any list, the Sales analyzers and breakdowns, the financial summaries and statements at a reading level, and the patient, service and drug demand reports.
- How report screens behave and how to export any list · 18 min
- Sales analyzers and breakdowns: bills, receipts and collections · 22 min
- Financial summaries and statements at a reading level · 22 min
- Patient breakdowns and service and drug demand · 16 min
4. Sales targets and Patient Relationship (CRM) for management 3 lessons
Setting user, branch, drug and patient targets, reading attainment, and reading the CRM screens management relies on: Customer 360, NPS/CSAT, tickets, campaigns and CRM Reports.
- Setting sales targets: user, branch, drug and patient · 18 min
- Reading target attainment · 15 min
- Patient Relationship (CRM) as management reads it · 22 min
5. My Desk: approvals, tasks, achievements and communication 4 lessons
The approval and authorization queues, the task list and calendar, daily achievements, office memos, quick notices, the hospital notice board, and what the e-mail and SMS screens (including merged and scheduled sends) do on this tenant.
- Approval and authorization request queues · 20 min
- Tasks, the task calendar and daily achievements · 16 min
- Office memos, quick notices and the hospital notice board · 17 min
- E-mail and SMS: single, merged, templates and schedules · 14 min
6. Query Studio, Document Manager and the AI Assistant 4 lessons
Self-service charts in Query Lite and Query Studio (My Queries, Library, Share, Schedules), filing in Document Manager, and using the AI Assistant safely.
- Query Lite: one-click metric charts · 20 min
- My Queries, Library, Share and Schedules · 16 min
- Document Manager · 15 min
- Using the AI Assistant safely · 12 min
7. Patient Relationship (CRM) operations 5 lessons
Working the CRM screens behind the management views: leads, opportunities and pipelines; tickets, knowledge base and reminders; inbox, comms log and automation triggers; segments, campaigns, coupons, loyalty and NPS/CSAT.
- Leads, opportunities, pipelines and the forecast · 24 min
- Ticket categories, knowledge base, reminders and surveys · 20 min
- Inbox, Comms Log, Activity Feed and automatic messages · 18 min
- Segments, campaigns, broadcasts, coupons and loyalty · 22 min
- Provider configuration: what management needs to know · 12 min
8. Capstone: a management day and the month-end pack 2 lessons
Two chained scenarios that use every tool in the course: a medical director's working day from sign-in to sign-off, and the administrator's month-end board pack with targets, CRM and documents.
- Capstone part 1: the medical director's day · 25 min
- Capstone part 2: the month-end board pack · 25 min
Frequently asked
Is the certificate verifiable?
Yes. Every certificate carries a unique ID and a cryptographic signature. Anyone — an employer or a client — can confirm it instantly on our public verification page, with no login.
Who teaches this course?
A vetted expert author — Sankofa Skills Studio. Every expert course is reviewed and fact-checked before publication, and the author earns a revenue share on your enrolment.
How long do I have access?
Lifetime. Once you enrol you keep access to the lessons, practice mode and flashcards — including future updates to this course.
What happens if I don't pass the exam first time?
You can retake it — up to 5 attempts, with a 12-hour wait between attempts. Practice mode is unlimited, so rehearse with the same verified question bank until you're ready.
Can my team enrol together?
Yes. Talk to us about group and organisation rates — certifying a whole team is faster and cheaper than one at a time.
Continue your path
Learners taking this course often go on to: