REPORTS feature is enabled.
Reports are documents, not dashboards: pick a report, pick a date range, read it, print it. Each one answers a specific question.
The catalog
Daily Calls
Call activity, outcomes and follow-ups for a day or date range. Defaults to today.
Call Trends
Volume, handling rate and messages day by day. Defaults to the last 7 days.
Appointments
Appointment requests, messages, cancellations, confirmations and bookings. Defaults to the last 7 days.
Appt Notifications
Notices and reminders sent in the period, and which appointments are still unconfirmed.
Referrals
Referral volume, funnel progression, patient mix and top sources. Defaults to the last 30 days. Requires the Referrals feature.
Which one to open
Reading them well
Handling rate, in Call Trends
Handling rate, in Call Trends
The share of calls finished without a person. Watch the trend, not the number. It should climb for the first month as the knowledge base fills in, then flatten. A sudden drop means something changed.
Unconfirmed appointments, in Appt Notifications
Unconfirmed appointments, in Appt Notifications
The most directly actionable list in the product. These are tomorrow’s no-shows, by name, while there is still time to call them.
Top sources, in Referrals
Top sources, in Referrals
Worth a monthly look. It tells you which referring relationships produce patients rather than paper.