Advanced Reporting - Form Insights

This interactive dashboard provides a comprehensive overview of patients' intake and consent forms. It conveniently categorizes forms into completed and outstanding, allowing you to efficiently track and manage their status.

RXNT’s Advanced Reporting feature is exclusively accessible to users with an advanced reporting license! Learn more about Advanced Reporting licenses here!

Viewing the dashboard

Click Reports.

Click Form Insights under the Advanced Reporting section. 

Understanding the dashboard

The dashboard's intuitive layout features various graphs, allowing you to quickly view assigned intake and consent forms and patients who’ve yet to complete and sign assigned forms.

Select date filter

By default, the dashboard displays data for "This Month." However, you have the flexibility to view the dashboard for specific time periods, including Today, This Week, Next Week, or Next Month. This customization allows you to tailor the dashboard to your preferences and focus on the most relevant data.

Intake form insights

The Intake Form Insights graph offers a visual representation of the distribution of completed and non-completed forms. It also provides information about the number of patients associated with each form. This graphical representation enables you to swiftly evaluate the progress and completion rates of submitted forms within the selected timeframe.

The Intake Form Insights pie chart offers a visual representation of the percentage of forms completed and the number of patients who have either finished or left the intake forms incomplete..

Consent form insights

The Consent Form Insights graph visualizes the proportion of each form and the count of patients who have completed and who have not completed signing the consent forms during the selected timeframe.

Within the Consent Form Insights pie chart, the patient count and percentages are represented. This visual aid effectively showcases the number of patients who have completed their consent forms and those who have yet to complete them.

Outstanding intake forms

In the Outstanding Intake Forms section, you can view a list of patients with outstanding intake forms for the chosen timeframe. The information displayed includes the patient's ID, First Name, Last Name, Form Name, Appointment Date, and the Form Sent Date.

Outstanding consent forms

Within the Outstanding Consent Forms section, you can access a list of patients who have pending consent forms within the selected timeframe. The information provided for each patient includes their ID, First Name, Last Name, Form Name, Appointment Date, and the Form Sent Date.

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