Goal Driven Dashboard



Monthly statistics:
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Track New Patients, Patient Visits, Services and Collections.
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Current month compared to the prior month
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Current month compared to the same month of the prior year
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Total year to date
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Total year to date compared to last year to date
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Amount difference
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% Difference
Ratios:
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Visit average (shows patient retention)
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Collections percent (shows the efficiency of the collections dept.)
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Collection per visit
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Charge per visit
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Collection per new patient

Marketing:
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Sources of New Patients
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First visit-NP percent
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Types of New Patients by payment
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# opens and clicks on newsletter
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Cost per new patient
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Financial: (Quarterly)
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Cost per new patient
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Net income
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Expenses
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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•
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Goal Graph. Shows in a glance if you are on track for 3-month goals.•
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Monthly graphs for:
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Visits
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New Patients
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Collections
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We also create other charts
for your easy access.

