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Dashboard Data

The Dashboard is the first stop for all users logging into the system. It contains four charts showing statistics about the organization. Each chart presented on the page identifies the duration if time the chart represents, just below its title, e.g. "Previous 7 days". To see historical data for the charts, use the Historical date widget in the top right corner of the page and select a new date. If the historical date is blank, then that means "today" and all data counts backwards from today. If the historical date picker is set to "11/02/2024" (November 2, 2024) then all charts will represent data counting backwards from this date.

Some charts have an additional data export function. To see and export the data click the chartexportbutton.pngbutton to change the chart to the data view and export button.

Reputation Activity

Reputation Activity highlights all review request views and clicks that patients have performed over the last seven (7) days and is a reflection of the Clicks and Views data found under Reputation. The chart calculates the value of views and clicks to help provide value to the practice's ROI. 

  • Impression value is counted as: views x $5
  • Review value is calculated as: reviews x $200

The default values for the value of impressions and reviews are configured at the organization level and can be changed by editing the organization object under Organization > Organization. For more information on editing the organization see the Organization section of this guide. You may also hover over the question mark in the Reputation Activity chart to see the current calculations.

Higher review quantity and quality help market your organization to new potential clients. While there are many factors regarding the value of an online review, most estimates place the value of an online review between $200-$1,000. 

The user actions presented on the page are:

  • Views - People who have opened the public review message
  • Clicks - People who have clicked through the message to potentially leave a review.
  • Reviews - New reviews actually left on the monitored sites. A location must have at least one review site added to be counted.
  • Blocks - People who have elected to stop receiving notifications by unsubscribing from the review messages.

    chartrepactivity.png

Reputation Summary

Reputation Summary shows the review ratings for all locations/practitioners within the organization over the last six (6) months. Clicking on the chart will redirect you to the Reputation Data page.

chartRepSummary.png

Top Patient Charities

Top Patient Charities chart shows the top ten (10) charities and the number of times they were selected as donation targets over the previous seven (7) days.

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Patient Activity

Patient Activity captures patient-linked activity over the previous 30 days such as:

  • Appointments - How many appointments were scheduled.
  • Messages - Total number of messages sent.
  • Profiles - How many times a patient manipulated their profile information.
  • Amenities - How many times patients views the tenant's amenities pages.
  • Undeliverables - The number of undeliverable messages that were attempted to be sent.
  • Unsubscribes - The number of patient unsubscribes.
  • Reviews - The number of patient reviews.

chartpatactivity.png

Appointment Activity

Appointment Activity captures users taking action regarding their appointments such as confirming, rescheduling, canceling, or scheduling a new appointment by using the links in the messages sent to them or via their user profile page. In the chart below you will notice periods of high and low activity. Those sorts of dips may be appropriate for your practice based on the hours the practice is open and seeing/scheduling patients. In the example below, the practice was open Monday through Friday and did not schedule nor request scheduling over the weekends. A precipitous and medium/long-term decline in patient activity could be a sign that appointment reminders are not going out at all.

Actions tracked are:

  • Confirm - Patient confirms their appointment.
  • Schedule - Patient has scheduled a new appointment.
  • Reschedule - Patient has rescheduled an existing appointment.
  • Cancel - Patient has cancelled an appointment.
  • No-Show - Patient did not appear for their scheduled appointment and their appointment has been marked as a no-show in the EMR.

Click on a user action type (e.g. Confirm, Reschedule) to display or hid the user action type from the chart.

chartapptactivity.png

Upcoming Unreachable Appointments

Upcoming Unreachable Appointments shows patients and their appointment dates who do not have any valid contact information who have appointments coming in the next 7 calendar days. This list can be export using the EXPORT link.

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Undeliverables

Undeliverables show patients who were sent messages by email or phone that could not be delivered and the last attempted send date.

chartundeliverables.png

Sent Messages

Sent Messages is a stacked bar graph showing message stats for messages sent over the previous seven (7) days. Messages are grouped by type and are stacked based on the sending method (email, SMS, voice). Clicking on a colored portion of the bar will redirect you to a pre-filtered version of the Sent Messages page.

chartSentMessages.png

Scheduled Messages

Scheduled Messages shows messages, grouped by type, that are scheduled to be sent in the next seven (7) days. Clicking on the chart will redirect you to the Scheduled Messages page.

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Anomalies Found

Anomalies Found highlights all accounting issues and EMR configuration issues found in the EMR within the last week. Clicking on the chart will redirect you to the weekly anomaly report. 

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