Role Based Access Control for Skilled Nursing Business Intelligence

Role Based Access Control for Skilled Nursing Business Intelligence

Data drives decisions, evidence-based decisions.


Yet, in the world of breathtakingly fast data analytics, how can you be certain that only the right people are seeing sensitive data? This is the purpose of Role-Based Control Access (RBAC) also known as Role-Based Security (RBS).


What is Role-Based Access Control (RBAC)?


Each person in an organization has a position or a role. RBAC sets a framework whereby each employee only has access to data that is pertinent to that role. If the individual has responsibility for budget decisions for a specific department, he/she has access to that data only and no access to other departments.


Prone 2 Dream Technologies deploys RBAC for its DreamCORE Dashboards. Skilled Nursing business intelligence is delivered in drillable dashboards with a focus on Census, Overtime, Receivables, and Expenses. These are the CORE of the business and where frontline department leaders are making decisions about how to spend the company’s revenue.


These leaders are expected to contribute to the overall profitability of the company. However, they typically have to wade through data overload by signing into multiple platforms or shuffling multiple spreadsheets to find what they need to make decisions.


DreamCORE Dashboards presents the plethora of skilled nursing data in a logical, relevant format, with infinite views. RBAC narrows the scope to each individual’s frame of reference – he or she only sees the data for areas where they can make an impact. They get the data they need… and ONLY the data they need.


Here’s the RBAC framework for DreamCORE Dashboards:


RBAC Framework



Examples of Role-Based Access Control


Culinary Manager – Sees payroll, overtime, and department budget adjusted daily per fluctuating census only for the facility’s culinary department


Director of Nursing – Sees payroll, overtime, and department budget adjusted daily per fluctuating census only for the facility’s nursing department. Plus, she sees a daily tracking of her CMS PBJ star rating – data only relevant to her role.


Facility Administrator – Sees all the data relevant to that specific property/location.

Regional Director – Sees all the data for the facilities he oversees.


Executive Team – All the data for all the facilities, as well as corporate financials, P&L, forecasts, Payroll Analysis, and more.


As a result, sensitive data remains secure, and each individual is aware that their focus is different from another within the company. Yet DreamCORE Dashboards provide one version of the truth, updated daily.


Two individuals in different roles, but who have access to the same dashboard page are both seeing the same data. For example, a regional director has a virtual meeting with a facility administrator. They are both seeing that facility’s “green data” – one version of the truth, updated daily.


Benefits of RBAC in DreamCORE Dashboards


  1. Protects sensitive payroll data. Most department leaders need to control schedules and overtime expense, yet need to keep wage rates secure. DreamCORE Dashboards provides that security while allowing leaders to make data-driven decisions.
  2. Protects patient data. DreamCORE Dashboards focus on the financial data of a patient’s stay and it’s only available to certain roles, as defined by executive leadership.
  3. Eliminates data overload at the front line. Narrowing the focus is the first step towards positive outcomes – DreamCORE Dashboards are a tool for front line success.
  4. Ease of change. Individuals’ roles change – whether they are adding responsibilities, moving to a different facility, or getting a promotion, changing access is as easy as contacting our support team.

Role-Based Security

Learn more about Prone 2 Dream’s Role-Based Security.


The Ease of Single Sign-on


Nobody needs yet another set of login credentials to gain access to their data. Prone 2 Dream is a Microsoft Partner, so with your current Microsoft account, your team simply logs in to their email account and access to their dashboards is a click away.


Our single sign-on feature mitigates the risk in accessing third-party sites, reduces time spent accessing multiple accounts, lowers the total cost of ownership of IT with fewer help desk / support ticket requests, and creates happy users.


Empower your front line leaders


Data drives decisions. If your facilities are wading in data overload or simply don’t have the time to shuffle through their various papers and platforms, book a demo of DreamCORE Dashboards today.


We understand that data can be intimidating, especially to department managers who were hired for their acumen in distinctly different areas. We take pride in providing onboarding and training for your teams and helping them learn to love their numbers.


Business Detours?  Not A Problem When You Set Your GPS

Business Detours? Not A Problem When You Set Your GPS

What if you had a GPS to drive you to maximum profitability?


Why do we like GPS? It not only gives us the best route to our destination, but it also identifies roadblocks in our way. You hear “Accident 12 miles ahead in the right lane, 27-minute delay, exit now to take the alternative route”. The roadblocks are actually reported by other users of the app, and because of their contribution to your journey, you are able to make a timely decision, avoid the pitfall, and arrive on time. Imagine your phone battery was dead on this same trip and this information never reached you – now…here you sit, trying to negotiate the simplest lane change to make an impact…


GPS’s analyze and prioritize data contributions


You develop a roadmap every year, you call it your company’s “budget”.  In many ways it is like the “Rand-McNally”, well thought out, achievable, and precise. The day after you publish it, the information begins to move toward irrelevance. Road conditions are constantly changing, unexpected detours, and you must stop to get a true sense of your direction.

Set your GPS



There are many line items you can plan for, based on historical data. But you know there will be unknowns as well. The unexpected repair, the inevitable challenges of staffing, the desire to have the next best thing… and an unpredictable revenue stream.


What if you set your budget on a GPS – so that each detour off the path you’ve laid out for maximum profitability signaled an alert? “You’ve headed off-course” giving your leaders a chance to change direction and arrive at the destination. How would that impact your month? Would you be more likely to follow the GPS’ suggestion to get back on the route?


Take a look at DreamCORE Dashboards, a financial GPS solution that reports conditions changes, detours, and the impact that other departments are having on your drive towards maximum profitability.


Revenue not trending the way you expected? DreamCORE integrates your revenue sources and expenses and will auto-adjust your budgets accordingly. How much time and money would this save you? Without this auto-adjusting GPS, you’re waiting for EOM reports, as day after day passes and your spending continues, unmindful. You’re taking the scenic route and buying souvenirs, instead of heading purposefully toward your goal.


Take a skilled nursing facility, with a potential of 100 clients (residents, patients) per day. There are a mix of payers, depending on insurance scenarios, and billing is complex. Yet, the operator can project these reimbursements with DreamCORE and set the goal (GPS) to reach the maximum amount.


The expenses are variable, too. A certain level of staffing is needed to care for 100 patients, of varying skill sets and pay rates from CNA to RN. In addition, CMS regulations must be met to achieve a star rating that will offer the best perception of the home and its reputation. Staffing is always a challenge … and Overtime Happens! The GPS issues an alert to avoid this drain of premium dollars and to change the schedule before it’s too late.


In addition, these clients must receive a sustainable diet, 3 meals a day plus extras. A healthy diet includes many perishable items, so the coordination of numbers of clients and ordering of supplies is a critical projection, but easily managed by the GPS.

financial dashboards - role-based security



Communication and a Team Approach


Looking at each department and how it contributes to the destination needs to be a streamlined communication process. Consider the communication advantages of each department, being able to see what’s happening in the others.


Much like many drivers on the road contributing to a GPS app, an “accident” ahead, such as an unexpected capital expense (the vehicle breaks down on the trip, needs repair and the GPS recalculates), is visible to everyone on the same journey. They’re all working towards the common goal (meeting the projected outcome = bonuses) so adjusting their own spending to benefit the greater good becomes a team approach.


Without the GPS, there’s a communications gap. For example, your Activities director is unaware of the major unexpected expense in Maintenance, so she continues to spend. GPS calculates for the facility success, with the contributions of all departments as baseline.


This example can be applied to any company – you have revenue, which fluctuates. You have expenses, which are also variable. You have a team of leaders, all trying to do their best to contribute to the success of the whole, all responsible and accountable for the expenses their department incurs.


The next time you hop in your car, whether you’re driving 2 miles or 20 or 200, set your GPS and consider its role. You set the destination, and it offers the most direct route (as well as the scenic route). It alerts you to heavy traffic, accidents, and construction (unforeseen obstacles) and provides an estimated time for your journey (results of your choices).


Would having a GPS for operating your company make a difference in your bottom line?


Book a live demo – Grab a spot on our calendar here.

Cloud Compliance and Security   What’s the difference? (And why you need both)

Cloud Compliance and Security  What’s the difference? (And why you need both)

Cloud Compliance and Cloud Security – these are heavy, but important, topics when considering a transition. In this article, we aim to explain the difference and why you need to be covered in both areas. As a Microsoft Partner, Prone 2 Dream Technologies can assist in setting you up for success right from the start.

Big Benefit

 No matter what size your business is, from solopreneur to enterprise level, transitioning into the Microsoft cloud provides a wealth of benefits. When it comes to cloud compliance and security, there is no better ally than Microsoft. Their layers of protection, the tracking mechanisms, the investigative abilities, AND an assurance of risk mitigation in the event of data breach is a guarantee like no other.

If you are in Healthcare for instance, Microsoft will sign a BAA (Business Associate Agreement) with you. It is their brand promise of security infrastructure. It is their guarantee that should your company come under legal scrutiny, that they will produce the documentation and the forensic evidence to show how the breach happened, when and with whom. This legal guarantee is an insurance policy that saves organizations millions of dollars.

The Microsoft Compliance Manager   Fully HIPAA Compliant

Most businesses fall into some governmental regulatory area where they must comply with industry-specific federal laws. Healthcare must comply with HIPAA laws to protect patient data. PCI laws protect credit card data. FedRamp governs financial markets. And many more.

A cloud compliance management program needs to attest that you are compliant with applicable laws so you can gain the trust of your clients and industry colleagues. At any given time, your company must be able to download an audit or assessment that is documentation of your compliance, should any questions arise.

The Microsoft compliance manager is a very robust system. While it can look overwhelming at first, it is a user-friendly, collaborative effort. Microsoft asks for the needed input, essentially walking the user step by step through the set up. The system tells you your progress each step of the way. As the data is transferred into the cloud compliance manager, the responsibility is shifting to the shoulders of Microsoft. This is the trust center – your data under the layers of protection promised by Microsoft, to which you have access at your fingertips.

Microsoft also offers hybrid situations, as some migrations simply need to be stretched over time. For example, you may be running a client server software using Windows Operating Systems. The transition to the cloud would need to run simultaneously with the on-premise server. Using virtual machines (VMs), we can bring a client server dependent architecture into the cloud. Putting the client server on the VM frees it from the on-premise IT closet. This is a very seamless way to run client server software in the cloud, while reducing your total cost of ownership. You don’t need to purchase new hardware when it’s time for an update.

The Trend Toward BYOD – Doesn’t that increase risk?

BYOD (Bring Your Own Device) is a strategy being deployed more and more often as technology advances. This strategy, too, benefits your company by reducing the total cost of ownership – in this case the expense of desktop computers, laptops, and mobile devices. The old way – companies use their purchased devices until they finally die. Have you ever onboarded to a new company, only to be offered a 10-year-old laptop? Think about your brand – this is not the Day 1 “first impression” you want to make on a new hire!

Consider instead: The new hire is offered a cash bonus at signing, about half the cost of a new device, to be used to purchase the new device of their choosing. The employee pays the balance of the purchase and the ownership is theirs for the tenure of their employ and afterward. With Microsoft cloud technology, all company data on that device is being tagged and tracked. If any company data is downloaded off the device, your business will be alerted when that is happening. However, if you’re using an on-premise server, and your employees are using their personal devices for work, data leaks may be going on now with no audit trail.

If you are in the Microsoft cloud and the employee leaves the company, it is no problem at all. Microsoft simply wipes the company’s partition off the device (“Selective Wipe”) all of the company data is eliminated or rendered “unusable”. Not so simple if you’re using an on-premise server.

The Security Center (Admin Center)    protection from cyber attack

The cloud Security Center is completely different than the cloud compliance manager. This is the area that watches over threat management.

> Who’s attacking my company?

> What are they phishing?

> Who are they phishing?

> Where is this coming from?

> What do I need to do to keep from being attacked?

Your Microsoft Security Center is on high alert for this type of threat, fending it off, and tracking it for you to see at any time.

How Prone 2 Dream Technologies helps

As a Microsoft Partner, Prone 2 Dream is your bridge to Microsoft cloud compliance and security. Our role is to demonstrate that Microsoft is taking care of everything – securing your data and making it available only to your company constituents, as you direct. We want you and your team to feel the confidence and trust in Microsoft.

We can explain Microsoft’s complex infrastructure and how your company has its own private, yet powerful, space within. Contact us today for a complimentary assessment of your current system and how to transition smoothly to the cloud.

Office 365 in the Cloud –  5 Reasons Your C-Suite will Love 

Office 365 in the Cloud –  5 Reasons Your C-Suite will Love 

It’s a common misconception that having your Office 365 in the cloud means your productivity tools can only be used online. This is a myth – you can still use MSOffice365 in the traditional, offline manner that you are accustomed to, and the benefits of moving to the cloud are mounting. 

Cloud communications became invaluable when the pandemic hit, reinforcing the prevailing notion that the cloud is a future aspiration—it’s an urgent mandate at the core of every business. 


5 Benefits of Office 365 in the Cloud 


Bring IT Expense $$ Back To The Bottom Line 

#1 Lower the Total Cost of Ownership (TCO) 

Without a doubt, the most significant benefit of moving MS Office 365 to the cloud is in reducing TCO. Not having to buysupport, upgrade, and replace hardware is a huge savings. The cloud “pay as you go” cuts capital expense cost for server replacement. 

And when taking this responsibility off the plate of your IT team, you’re giving those individuals the ability to focus on new innovations.  

Additionally, many companies have already made the leap to the Microsoft cloud, and become perplexed at the expense because they don’t understand their tenant licensing.  

Consider this scenario – one of our clients had made the move to the cloud. During our cost savings audit we noticed that all users were lumped into the same license, which is unnecessary. The C-Suite needed the downloadable productivity license, but many of the other constituents would be served very well with the online only license. This audit and later license change shifted $96,000 back to our client’s bottom line in the first year! 

Layers of Protection 

 #2 Security 

With Office 365 in the cloud, Active Directory credentials control access, and from the portal, users can access email, contacts, and calendars, and create and edit documents online—anytime and from anywhere, on any device.   

O365 has built-in, award-winning security, backed by Microsoft’s experts, and built with extra layers, such as data loss prevention, multi-factor authentication, advanced threat protection, Safe Links, and log-in auditing to name a fewSo, now imagine cutting all the security software you are running to keep your onpremise servers compliant.   

Installation is also extremely easy. To install Office 365 PC’s, the user simply logs into the portal, clicks “Install Office Apps,” and selects Office from the list. This supplies instant access to all the organization’s shared content and files. From the same portal and tab, the user can also send an installation link to phones and tablets as an email or text message. One click, and all Office applications download and allow access to all emails, shared content, and files from work. It’s that easy. 

Everything Under One Umbrella 

 #3 Improved Office Productivity and Collaboration   

Perhaps the most valuable benefit Office 365 in the cloud offers to everyone on your team is real time collaboration. Microsoft productivity applications make it easy to share documents internally and externally. Co-Collaboration ROCKS! Multiple users can work simultaneously on documents live while viewing their colleague’s edits – sharing comments, offering feedback, and having real time Q&A discussions.  

Colleagues can conduct productive meetings regardless of their locations – through MS Teams, a feature of the O365 suite. Teams holds a plethora of benefits for working in the cloud – video conferencing, project management, data storage, contained VOIP (Voice Over Internet Protocol) phone system and more. Read more about Microsoft Teams here.  

OneDrive offers secure data storage of all your files in the cloud and you can keep the same organization system you used on your physical servers. Microsoft’s layers of security keep your files safe.  

SharePoint gives you the ability to host you own company intranet site. Companies find this feature invaluable to share resources amongst their divisions, while privatelsharing sensitive projects. SharePoint offers infinite possibilities for connecting groups within your organization. 

Microsoft Partner

Smart Seamless Updates 

#4 Automatic Updates 

With O365, pushing out software updates is a thing of the past. Updates no longer need to be installed in each machineAll Office 365 updates are automatically downloaded and installed, just like Windows updates. All applications stay current without intervention.  

An evaluation of your tenant environment will reveal any gaps 

#5 Microsoft Partner Assessment 

Contact Prone2DreamTechnologies, a Microsoft Partner, for a complimentary audit of your systems. Whether you are looking to move into the cloud for the first time or would like an assessment of your tenant, we have the experience to guide your team to savings. O365 is an essential force in today’s world. Contact us today for your complimentary consultation – Call 469-294-5233 or Email







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