The Monthly Scoreboard is a powerful tool designed to track and analyze monthly performance metrics or KPIs across your clinic. It provides insights into referral sources, appointment types, services, and financial metrics, with customizable labels and filters for precise reporting.
What Is the Scoreboard Report?
The Scoreboard Report helps you:
Monitor key performance indicators (KPIs) for the current month and compare them with past months.
Track referral sources, appointment types, and services using customizable labels.
Exclude or include specific patients or appointment types using tags and filters.
Assign accountability to team members for specific metrics.
Key Features
1. Labels for Aggregation
Labels allow you to group related data points under a single category for streamlined analysis:
Referral Sources:
Combine sources like Google, Facebook, and SEO under a single label (e.g., “Digital”).
Appointment Types:
Group specific appointment purposes into labels to count them as a single visit or exclude them from retention stats.
Services/Products:
Aggregate sales of products or specific modalities into a single label (e.g., “Products”) for financial tracking.
Labels can also isolate financial metrics, track niche services, or exclude specific patient groups from stats.
2. Show/Hide, Renaming, and Gear Icons
Show/Hide:
Customize the report by hiding sections irrelevant to your practice, such as 5-star reviews, testimonials, or net momentum.
Renaming:
Rename stat names or section headers for clarity by clicking on the respective name.
Gear Icons:
Select labels to view stats by subsets of referral sources, appointment purposes, or services. Each gear icon applies to a specific row or label.
3. Filters and Tags
Filters:
Include or exclude patients based on tags (e.g., exclude employees or barter patients).
Use inclusion filters (+) to focus on specific patient groups or services.
Tags:
Filter data by niche services or isolate patients for targeted analysis.
Monthly Scoreboard vs. Custom Reports
The Monthly Scoreboard is a legacy tool providing quick monthly insights. For advanced customization and filtering, use the Custom Reports, which offers greater flexibility and is actively being improved.
Conclusion
The Monthly Scoreboard is an essential tool for tracking clinic performance and identifying trends across key metrics. By leveraging customizable labels, filters, and monthly comparisons, you can gain actionable insights, optimize clinic operations, and drive growth.