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Goal Driven Dashboard

Monthly statistics:
  • Track New Patients, Patient Visits, Services and Collections. 

  • Current month compared to the prior month

  • Current month compared to the same month of the prior year

  • Total year to date

  • Total year to date compared to last year to date

  • Amount difference

  • % Difference










 

Ratios: 

  • Visit average (shows patient retention)

  • Collections percent (shows the efficiency of the collections dept.)

  • Collection per visit

  • Charge per visit

  • Collection per new patient

Marketing: 
  • Sources of New Patients

  • First visit-NP percent 

  • Types of New Patients by payment

  • # opens and clicks on newsletter

  • Cost per new patient 

  • Financial: (Quarterly) 

  • Cost per new patient

  • Net income

  • Expenses

  • Overhead %

Charts and Graphs

A picture is worth a thousand numbers, and a simple chart gives you the big picture and tells you if you are headed up or down.

 

This is what you will see first when you open your portal – Room for 4 graphs•   

 

  • Goal Graph. Shows in a glance if you are on track for 3-month goals.•   

  • Monthly graphs for:

    • Visits

    • New Patients

    • Collections

 

We also create other charts

for your easy access.

© 2026 Edward W. Petty: The Goal Driven Business

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