This session was inspired by a real question from AAOE’s Collaborate community—proof that the best ideas often start with a simple conversation. When a fellow member asked for help creating internal dashboards for practice metrics and payor contract tracking, another member stepped up to share their solution.
In this Hot Topic webinar, you’ll get a behind-the-scenes look at the actual dashboard used by Advanced Bone & Joint to monitor KPIs across departments and timelines. Built in Excel, this dynamic, color-coded scorecard provides an at-a-glance performance summary, goal tracking, and clear visibility into financial and operational benchmarks.
Whether you’re just getting started with your own dashboard project or looking to refine what you already have, you’ll walk away with practical tips and a format you can adapt for your own practice.
Learning Objectives:
- Explore how one orthopedic practice built and uses an internal KPI dashboard to drive performance and accountability across teams.
- Understand how to leverage conditional formatting and monthly data tracking in Excel to visualize progress toward strategic goals.
- Gain ideas and inspiration for launching or refining your own internal dashboards based on a real-world example shared through AAOE Collaborate.
Speaker
Jim P. Kidd, CEO, Advanced Bone & Joint
Mr. Kidd has 33+ years of healthcare management experience. He spent 12 years in surgical administration at universities and more than 21 years with Advanced Bone & Joint. He holds a bachelor’s degree in education. Mr. Kidd is currently the CEO of Advanced Bone & Joint. During his time at ABJ, Mr. Kidd was also the Executive Director and subsequently a consultant to St. Peter's Ambulatory Surgery Center. Jim is the proud father of 3 daughters. He has been a member of AAOE since 2005 and the Midwest AAOE since 2005.