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Review detailed reports
Access a full overview of KPIs in Insights → Performance Analysis on the left navigation bar.
- Definitions: Hover over the info icon on any card to see a definition of the metric.
- Filters: Apply filters by Date Range, Facility, and Provider. Most cards, tables, and downloads respect these filters
- Exceptions include Active, Scheduled, and Dropped Patients (which are based on case status rather than date).
- Appointment Total cards include their own dropdown filters, allowing you to quickly view appointment metrics by status.
- Trends: Each card highlights current values with a “last period” comparison to indicate positive or negative changes. “Last Period” refers to the previous interval equal to the selected date range (e.g., if you select 7 days, “last period” means 8–14 days ago).
- Export: Each card includes a download option for CSV export. Reports include detailed fields such as appointment IDs and patient contact information to enable effective follow-up.
| Card | Description |
|---|---|
| Active Patients | Number of patients with an open case (not archived or discharged). |
| Scheduled Patients | Patients with an open case and at least one future appointment scheduled. |
| Dropped Patients | Patients with an open case but no future appointments scheduled. |
| Underscheduled Patients | Patients with fewer completed/checked-in visits than expected in their Plan of Care (scheduling ratio < 1). |
| Average POC Allocation | The average scheduling ratio across all patients with a valid Plan of Care. |
| Discharges | Patients discharged with their case closed during the selected timeframe. |
| Unsigned Notes | Total number of unsigned notes, plus count of notes signed during the selected period. |
| Arrival Rate | Percentage of scheduled appointments that were checked in or completed. |
| No Show Rate | Percentage of scheduled appointments marked as “No Show.” |
| Cancellation Rate | Percentage of scheduled appointments that were cancelled. |
| Provider Efficiency | Completed/checked-in appointments compared to a benchmark (80 per week per provider, soon configurable). |
| Appointment Count | Total number of appointments, filterable by status (default = Scheduled). |
| Average Frequency of Visit | Average visits per week per active patient, calculated over a rolling 4-week period. |
| Initial Evaluations Scheduled | Number of scheduled or completed appointments of the “Initial Evaluation” type. |
Review the status of Active Patients
Access the Active Patient Breakdown in Insights → Performance Analysis on the left navigation bar.
- Definition: An Active patient is any patient with an open case during the defined data range. You can see the % of patients with 0, 1, 2 and 3+ scheduled visits in the future.
- Filters: Apply filters by Date Range, Facility, and Provider.
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Export: You can download the top 4 cards for a CSV export. Reports include detailed fields from the table below including Patient name, Case, Provider, Insurance, # visits, Drop Offs, % Arrival, Last Appt., Appts Next week, Appts Following week and Notes.
