Advanced Reporting - Practice Insights

The Practice Insights dashboard provides an overview of appointment data and patient demographics. The dashboard provides you with valuable insights and analytics related to scheduling, enabling you to make data-driven decisions and optimize your practice’s scheduling process.

Viewing the dashboard

Click Reports.

 

Click Practice Insights under the Advanced Reporting section. 

Understanding the dashboard

In its default state, the dashboard includes information for the entire practice. However, the dashboard can be filtered by Provider, Material Resources, Appointment Status, Appointment Type, Service Type, or a combination of all listed filters. Click here to learn more about filtering Advanced Reports. 

 

New vs. returning patients

The New vs. Returning Patients graph provides a visual comparison between new and returning patients for the selected timeframe. The graph helps you analyze patient growth, retention, and attrition trends over time within your practice.

 

The New vs. Returning Patients pie chart provides the total number of new and returning patients. 

Note: New Patients are defined as never having a previous appointment date, while returning patients are defined as patients who do have a previous appointment date(s), regardless of the duration between past and current appointment dates. 

Appointment status

The Appointment Status pie chart breaks down the number of appointments in each status for the timeframe, for example, Booked, Canceled, Re-Scheduled or Completed.

 

Service type

The Service Type pie chart provides a concise visual representation of the different types of services provided within the timeframe selected.

 

Appointment type

The Appointment Type pie chart provides a breakdown of the different types of appointments scheduled within the selected timeframe.

 

Total appointments and total patients

The Total Appointments and Total Patients boxes provide the total appointments and patients seen within the selected timeframe. 

 

Note: If patients were seen more than once within the selected timeframe, they would not be counted more than once in the Total Patients box.

Age distribution

The Age Distribution graph provides a breakdown of patients with an appointment in the timeframe by age, providing insight into your patient population. 

 

Gender distribution

The Gender Distribution graph provides a breakdown of patients with an appointment in the timeframe by gender, providing insight into your patient population. 

 

Patient zip code breakdown

The Patient Zip Code Breakdown map provides a visual representation of the geographical distribution of patients based on their respective home zip codes. You can identify which state and city your patients reside in, allowing for better patient management and outreach. 

 

Material service type and provider breakdown

The Material Service Type Breakdown graph provides an effective way to visualize the different material resources used in your practice within the selected timeframe.

 

The Provider Breakdown graph shows the number of patients who were scheduled for an appointment with a specific provider within the selected timeframe. This chart allows you to compare the performance of different providers and understand which providers are busiest, and which may have gaps in their patient load. 

 

Patients without upcoming appointments

Note: This chart is not associated with any of the filters or date filters utilized on the dashboard. 

The Patients Without Upcoming Appointments section provides a list of patients that do not have an upcoming appointment scheduled as of the date you are viewing the dashboard. This section serves as a resource to assist you in identifying and taking action on patients without upcoming appointments.

Patients without completed appointments in last 6 months

Note: This chart is not associated with any of the filters or date filters utilized on the dashboard. 

The Patients Without Completed Appointments in Last 6 Months section provides a list of patients that haven't had an appointment completed within the last 6 months. This section serves as a resource to assist you in identifying and taking action on patients who haven't had a completed appointment within the last 6 months. 

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