Introduction
This Power BI report was built to visualize credentialing and compliance trends across a multi-clinic dermatology practice. Using artificially generated data modeled after real-world expiration rules and continuing education (CE) requirements, the dashboard provides a centralized view of credential status, compliance risk, and upcoming renewal needs.
Designed with operational leaders, practice managers, and compliance officers in mind, this tool shifts credential tracking from a manual burden to a proactive, data-driven system.
Audience:
- Healthcare, Education, Government, Finance, and more. Wherever employees are required to maintain certifications and continue education.
- Clinic Managers, Practice Administrators, Credentialing Specialists, Compliance Officers, HR Leadership
Use Case
Credentialing and compliance tracking is a high-stakes process across healthcare and other regulated industries. This report solves several common problems practices face when managing multiple credential types across staff, roles, and locations.
This report helps:
- Eliminate manual spreadsheets and scattered reminders
- Identify expired or soon-to-expire licenses and certifications
- Track CE hour completion by staff and credential type
- Prioritize outreach to staff at highest risk for non-compliance
- Forecast compliance gaps over time and prevent disruptions
- Simplify audits and internal reviews
KPIs Tracked:
- Overall Compliance Rate – % of credentials currently valid
- Risk Category Distribution – Compliant, Low, Medium, High Risk
- Credentials Expiring Within Expiration Buckets
- CE Hours Remaining Before Expiration
- Staff with Upcoming Expirations or Missing CE Hours
Credential Compliance: The state of being current with all required licenses, certifications, and continuing education. Lapses can result in regulatory violations, billing delays, and patient safety risks.
Read the Data Story here.
How to Use This Report
This interactive Power BI dashboard is designed to help clinic leaders surface compliance risks quickly and act before problems arise. The visuals are filterable by clinic, staff, certificate type, and risk level.
- Explore each section to view credential status across clinics
- Use filters to drill into specific staff, credentials, or expiration timelines
- Compare metrics like CE hours remaining, credentials per staff, and high-risk flags
- Drill into details from clinic-level summaries to individual staff compliance records
- Multiple visuals include:
- Credential Risk by Clinic
- Staff-Level Credentialing Overview
- CE Hour Tracking (Top 10 at-risk)
- Expiration Timeline Breakdown
Whether reviewing at a high level or preparing for an audit, this report gives leadership full visibility into credentialing compliance across the organization.
