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Dashboard - How to use the Weekly Visit Booster for your weekly visit goal

Weekly visit goal

In short: The Weekly Visit Booster is a TrackStat dashboard widget that shows your team where to find more patient visits so you can hit your weekly visit goal. This guide covers setting your weekly visit goal, reading the projected visits graph and dropdown toggles, and working the Recall List and canceled or missed appointments.

Would you like to see more patients? Check out this short video about the weekly visit booster widget on the dashboard

đŸŽ„ Video

Use the weekly visit booster, which shows your team where to find patient visits.

  • See your Projected visits and if you reached your goal - The number of future scheduled visits is available for "This Week", "Next Week", "Next 30 Days" and "This Month". Select options from the dropdown.

  • See the number of patients who left without an appointment. These will be the same patients on the Recall List.

  • See the % of patients who left with a future appointment - "Future schedule rate for last week"

  • See the improvement in previous weeks - "Weekly visit difference from last week"

  • Find those easy visits

    • Canceled and missed appointments without a future visit

    • Patients who left without a future visit sorted from highest priority to lowest priority on the Recall List

  1. Set your goal here

  2. This is where you see your goal on the graph

  3. Toggle between this week, next week, next 30 days

  4. See your improvement or decline over the previous week or month

  5. Recall list - shows all the patients who left without a future appointment

  6. Canceled missed appointments over the last 14 days. You can filter this list to exclude patients with a future appointment

Remember, the filter for providers is in the gear icon on the top left of the dashboard.

Weekly difference from last week % = the number of appointments on the schedule this week compared to last week (green is good!)

Future schedule rate for last week % = % of patients with a visit last week who scheduled a future appointment

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