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Under the Data tab, you will discover three further tabs: Monitor, Analytics, and Reporting.
Monitor - New!
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Get a snapshot of my practice's progress today
Get a snapshot of my practice's progress today
The monitor tab shows today's data, updated every 30 minutes. You can see the last time the data was updated in the top right corner.
The three primary sections on this page are Appointments, Invoices, and Revenue:
Appointments - Shows your appointments today and their outcomes. Outstanding appointments includes all scheduled appointments that do not have a status selected in the calendar.
Invoices - Shows the proportion of appointments that have had an invoice created for them today. Note, cancelled appointments are not included in this graphic.
Revenue - Shows the overall revenue generated by the practice today, including breaking out what proportion is paid vs outstanding. Additionally, the breakdown is shown between appointments and products. Note, Payments on Account are not included in this graphic.
Explore deeper and take action to improve performance
Explore deeper and take action to improve performance
At the bottom of each of the three sections are buttons that will take you to a report to investigate further.
Note: Depending on your browser width, these buttons may appear slightly differently.
Click "View appointments report" to see details about all appointments.
Click "View non-invoiced products report" to see what has not been invoiced and needs to be.
Click "View invoices by line item" to see each item that is invoiced and whether it has been paid.
Analytics
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Filter my analytics by time period, location, or clinician
Filter my analytics by time period, location, or clinician
At the top of the page there are filters. This allows you to filter by the date. You can also filter by how you want to view the data -- weekly, monthly or yearly:
You also have the option to filter by the location you wish to view and by the specific clinician:
Please take note of the timestamp located in the top right corner. This provides the date and time of the last data update. The Analytics tab is intentionally refreshed daily in order to maintain optimize performance for users.
Get a quick overview of my main KPIs
Get a quick overview of my main KPIs
The second section from the top provides a comprehensive overview of your Key Performance Indicators (KPIs)
These KPIs include: revenue, appointments, new patients, and the number of prescriptions and labs.
See visualisations of my key data
See visualisations of my key data
The next section on this page is a collection of visualisations diving deeper into core areas to help you understand trends surrounding your business.
Note: Any filters selected on the top of the Analytics page will filter the data in these visuals.
Cross-filter to identify how one value in my data contributes to another
Cross-filter to identify how one value in my data contributes to another
The visuals on the Analytics tab can dynamically interact, meaning you can click on one chart to filter another.
This will allow you to more deeply understand how different measures are impacting others.
Reporting
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Select a date range
Select a date range
When generating a custom report, you can click on 'Custom range' to choose the date range:
Expand the report to see more detail
Expand the report to see more detail
On the right-hand side you can click the ‘expand’ icon, which provides a full width view of the report. This will make it easier to view the data (especially for reports with a high number of columns):
Filter the report to the data I want to see
Filter the report to the data I want to see
Filter my report
Filter my report
It is important to highlight that the filters tailored to specific reports can substantially enhance the efficiency of your search, simplifying the process of locating your desired information:
The "Apply Filters" button on the bottom of the left panel lets you confirm your filter choices and update the results.
Reset and clear my filters
Reset and clear my filters
The "Reset" button undoes any changes you've made. The "Clear Selection" button removes your chosen filter options:
Filter the columns in my report to the ones I want
Filter the columns in my report to the ones I want
The columns on the right of the page of the report can be customised to show only the data you want to see. You can choose what columns appear in the report by using the filters to the left of the report.
Managing the size of my export
Managing the size of my export
Maximum rows per report
Maximum rows per report
It's essential to note that our reporting system has a limitation regarding the number of rows that can be generated in a single report. Currently, the maximum number of rows that can be included in a report is 30,000. This limitation is in place to ensure optimal performance and prevent potential issues related to excessive data processing and rendering.
Managing data with the limitation
Managing data with the limitation
Given the maximum row limit per report, it's important for users to be mindful of their data selection and filtering criteria when generating reports. Here are some tips on managing data within this limitation:
Refine Date Ranges: Narrow down the date range of your report to focus on specific time periods of interest. This can help reduce the volume of data and ensure that the report stays within the row limit.
Utilise Filters: Apply relevant filters to your report to narrow down the dataset based on specific criteria such as regions, categories, or product lines. Filters can help streamline the data and prevent unnecessary rows from being included in the report.
Break Down Reports: If your dataset exceeds the maximum row limit, consider breaking down your reports into smaller segments. Generate multiple reports with different date ranges or filtering criteria to capture the desired data without exceeding the row limit.
Export Raw Data: For detailed analysis beyond the row limit, consider exporting raw data directly from the platform's database or data export functionalities. This allows for deeper analysis using external tools or software capable of handling larger datasets.
Understand when reporting data was recently updated
Understand when reporting data was recently updated
Reports are consistently updated, allowing you to engage with data from the most recent hour.
The 'Last Updated' timestamp included in each report serves as a valuable indicator of how current the data is. Please be aware that any alterations made after this timestamp will not be reflected in the report.