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CASE STUDY 03 — CAPACITY & PATIENT FLOW

Daily census & discharge intelligence

Developed recurring reporting that connects admission and discharge activity to unit-level census trends, giving stakeholders both an aggregate view of demand and the encounter details needed to validate it.

Audience & decisionsOperational leaders · Unit managers · Reporting stakeholders
Tools & strengthsSQL · Power BI · Excel · Reconciliation
Explore dashboard ↗
The business questions

Several questions. One reporting foundation.

My contribution

From source records to decision support.

Prepared and modeled the admission, discharge, and related time fields behind recurring census and discharge reporting across 12+ units. Built the Power BI experience around a selectable date range and patient-class, provider, and service filters, connecting summary views with encounter-level detail. The report combined unit-level census analysis with the records needed to explain and reconcile totals, supporting operational review and recurring DPHHS reporting needs.

What made the work demanding

A census is a snapshot of patients present, while admissions and discharges are events. Patients admitted before the reporting period can still contribute to census, and a discharge-based length-of-stay measure uses a different cohort again. Explicit population and time rules prevent a visually convincing dashboard from answering the wrong question.

What the work enabled

Provided leaders with a recurring view of unit activity and a way to investigate the encounters behind the numbers. Helped support demand and staffing conversations and the preparation of census / discharge reporting. No measured staffing savings or throughput improvement is claimed without supporting evidence.

What the reporting covered.

AreaReporting scopeDecision context
ActivityAdmissions · DischargesDistinguish event counts from the population present.
Unit demandAverage daily census by unitShow where patient presence is concentrated.
ExplorationDate range · Patient class · Provider · ServiceLet stakeholders isolate the population relevant to their question.
TraceabilityAdmission / discharge timestamps · Encounter detailConnect report totals to individual source records.
Portfolio enhancementAverage LOS by unitAdds duration context to volume; not represented as an original report feature.
See the reporting approach

A dashboard you can explore.

Recreated example · Synthetic data. Built for this portfolio from the described reporting approach. This is not an original hospital dashboard, an original Power BI screenshot, or an embedded Power BI report. The values are fictional.
Recreated Daily census & discharge intelligence dashboard with synthetic metrics and explicitly labeled fictional data

The full-year preview is illustrative. Open the demonstration to change filters and see the calculations update. Average LOS by unit is an added portfolio enhancement.

SQL samples are newly written demonstration patterns using fictional table names, not the original employer queries. No confidential schema or production code is disclosed.

Validation & analytical judgment

Numbers that can be explained.

These checks make the analytical approach concrete. Where original validation artifacts are unavailable, this section describes the relevant checks rather than implying a published audit trail.

Match the source workflow

Reconcile unit and period totals to operational source reports and investigate differences with the stakeholders who use the numbers.

Protect the reporting grain

Check duplicate encounters and join expansion, unexpected nulls, and unit / class / provider mappings.

Test dates and transfers

Check period boundaries, patients spanning the reporting window, discharge-before-admission exceptions, and location-history rules for unit attribution.

Explain differences between measures

Reconcile admissions, discharges, census snapshots, and discharge-cohort LOS separately instead of expecting different cohorts to produce the same count.

Verify filter consistency

Check that detail rows, unit summaries, and totals respond consistently to patient class, provider, service, and date selections.

The original report layout is described by Kosi. The public recreation uses fictional encounters and six example units; the original reporting scope covered 12+ units.
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