Advanced Reporting - Patient Demographic Insights

The Patient Demographic Insights dashboard provides an overview of your patient demographics, offering valuable analytics that enable your practice to make data-driven decisions. The dashboard allows you to filter by many categories and creates a report based on your filter selections.

Viewing the dashboard

Click Reports.

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Click Advanced Reporting.

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You can also access the dashboard by clicking All.

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Then, select the desired report from the Advanced Reporting column.

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Select Patient Demographic Insights from the Select a dashboard dropdown menu.

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Understanding the dashboard

The dashboard can be filtered by provider, patient add date, last visit, appointment scheduled, birth sex, race, ethnicity, marital status, zip code and age. Click here to learn more about filtering advanced reports!

Click the gray circle icons throughout the dashboard to reveal helpful hints.

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Provider

Select one or multiple providers to view data for their patients.

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Based on your selections, the bar chart below shows data in the Patients by Provider filter.

Patients by Provider

This bar chart indicates the amount of patients per each provider selected above. Use as a visual aid for your data and to further filter your dashboard by clicking on desired bars.

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Total # of Patients

The number shown here reflects how many patients fit within the criteria set in the filters throughout the dashboard. This number fluctuates as you alter the filters.

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Patient Add Date

Make a selection in this field to filter patients that have been added to the system within a specific date range.

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Based on your selections, the bar chart below shows the data in the Patient by Add Date filter. 

Patients by Add Date

This bar chart indicates the amount of patients by the add date timeframe chosen above. Use as a visual aid for your data and to further filter your dashboard by clicking on desired bars. 

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Last Visit and Appointment Scheduled status

Last Visit

From the dropdown, select Last Visit > 12 Months Ago.

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In this field, select Yes to view data for patients with their last visit greater than 12 months ago, or No for patients with visits within the last 12 months. 

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Appointment Scheduled

From the dropdown, select Appointment Scheduled.

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In this field, select Yes to view data for patients with an appointment scheduled currently, or No for patients without current scheduled appointments. 

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Select all checkboxes to include each option. 

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Patient Demographics

Patient demographics include:

Birth Sex, Race, Ethnicity, Marital status
View and filter data using the half-pie chart
Location by zip code
View data in the map
Age Distribution
View and filter data in the bar chart

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Birth Sex

In the half-pie chart, the filter will default to patient Birth Sex. Review the data for this category and further filter the dashboard by clicking on desired slices. 

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Race

In the half-pie chart filter, select Race from the dropdown menu to review patient data by race.

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View the data and further filter the dashboard by clicking on desired slices.

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Ethnicity

In the half-pie chart, select Ethnicity from the dropdown menu to review patient data by ethnicities. 

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View the data and further filter the dashboard by clicking on desired slices.

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Marital Status

In the half-pie chart, select Marital Status from the dropdown menu to review patient data by martial status. 

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View the data and further filter the dashboard by clicking on desired slices.

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If you have further filtered your dashboard by specific demographics (slices), click Clear Filter to return to all data. 

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Zip Code

Scroll down to view the remainder of the dashboard. The Patient Zip Codes filter provides you with a map to visualize patient's locations. The blue dots indicate patients by zip codes, the multi-colored dots indicate a large amount of patients in an area. Zoom in or out to review the data. 

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Age 

The Age Distribution bar chart will display how many patients are within specific age brackets.

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Further filter the dashboard by clicking on desired bars. 

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Export a filter's data by using the icon in the top-right of each window. 

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Report

The report will display all data fitting the criteria set by your filters. 

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Add or remove columns from the report using the dropdown menu. 

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The dropdown menu contains additional filters (columns) not included above in the dashboard. These include:

  • Cell Phone
  • Email
  • Communication Preference

Export the report.

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Still need help? Contact us!

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