The Daily and Weekly Stats Reports provide vital insights into your clinic’s performance metrics, such as new patient appointments, show rates, and revenue trends. These reports are invaluable for tracking goals, patient progress, and identifying areas for improvement.
Key Features
1. Metrics Tracked
• Visits: Total visits within a specified time frame.
• Show Rates: Percentage of completed visits out of scheduled appointments (includes canceled, missed, and rescheduled).
• Unique Day 1s Scheduled: Counts all new patient appointments while excluding duplicates caused by rescheduled or canceled appointments.
• Day 1 Show Rate: Percentage of new patient appointments attended.
• Day 2 Started Rate: Percentage of new patients who completed a second visit.
• Total Paid: Revenue collected during the specified time.
• Weekly Projected: Completed, checked-in, and future appointments for the week (excludes canceled, missed, or rescheduled).
2. Filters
• Provider
• Case Type
• Appointment Type
• Date Range: Daily, weekly, or monthly.
FAQs
Why Don’t All New Patients Appear on Unique Day 1s Scheduled?
• New patients with a canceled or missed Day 1 appointment are listed under the date of their original appointment, not the rescheduled date. Use the Patient Search feature to locate them.
Why Isn’t a Patient Showing Up in the Report?
• The patient may be marked as a Prior Patient in ChiroTouch.
• Check the Patient Information Screen in ChiroTouch.
• Uncheck the “Prior Patient” box if appropriate.
• Confirm after the next sync with TrackStat.
Why Are Day 1 and Day 2 Stats Incorrect?
• Incorrect CPT Codes:
• If CPT codes are entered before the first visit, stats may not calculate correctly.
• Payments entered without CPT codes won’t affect stats.
• Multiple Appointments in a Day:
• Day 1 and Day 2 visits scheduled on the same day will both appear as Day 1. Use the Practice Summary Report or Custom Reports for better tracking.
Why Is “Day 1s Show” Greater Than “Unique Day 1s Scheduled”?
• This occurs when a new patient cancels or reschedules their Day 1 appointment but later attends. The rescheduled appointment is not counted as unique.
How Do I Mark New Patients as ‘Started,’ ‘Follow-Up,’ or ‘Not Qualified’?
1. Open the Daily or Weekly Stats Report.
2. Scroll to Unique Day 1s Scheduled and click the underlined number.
3. Select:
• Started: Adds the patient to the Weekly Patients Report for tracking progress.
• Follow-Up: Adds the patient to the New Patient Follow-Up Report.
• Not Qualified: Tags the patient for exclusion from follow-up or marketing.
• Note: Excludes canceled, missed, and rescheduled appointments.
How Is the Weekly Projected Metric Calculated?
• Counts completed, checked-in, and future appointments for the week.
• Excludes canceled, missed, or rescheduled appointments.
Best Practices
1. Check for Missing Patients
• Use Patient Search to find missing patients.
• Expand date ranges to locate canceled or rescheduled appointments.
2. Optimize Billing Accuracy
• Avoid entering CPT codes before the first visit to ensure accurate stats.
3. Leverage Weekly Metrics
• Monitor the Weekly Projected metric to assess progress.
• Use Additional Appointments to Hit Weekly Goal to adjust scheduling strategies.
4. Utilize Custom Reports
• For advanced filtering and tracking, use the Custom Report tool for greater flexibility.
How Marking New Patients Works
• Started: Adds patients to the Weekly Patients Report for progress tracking.
• Follow-Up: Adds patients to the Follow-Up Report to ensure they are contacted.
• Not Qualified: Tags patients to exclude them from follow-up, marketing, or recall lists.
By leveraging the Daily and Weekly Stats Reports, you can effectively monitor clinic performance, improve patient engagement, and track progress toward your goals. For advanced analysis, the Custom Report tool provides even more flexibility and customization.
Q: Which ChiroTouch reports can be used to confirm the data in TrackStat?
A: