What data is available on the Practice Summary report? What is the Practice Summary Report

The Practice Summary report contains the following sections and can be customized with labels:

The Practice Summary Report is a comprehensive tool for tracking key metrics across your clinic, categorized by customizable labels. This report helps analyze referral sources, appointment types, services, and financial performance, making it ideal for understanding clinic operations and patient retention trends.

What Is the Practice Summary Report?

The Practice Summary Report provides insights into both new and existing patient activity, financial performance, and provider/service statistics. It offers flexibility by allowing you to create and apply labels to categorize data.

Key Features

1. Custom Labels

• Create labels for:

• Referral Sources: Internal, digital, external, etc.

• Appointment Types: Consultations, exams, follow-ups.

• Services/CPT Codes: Specific treatments or procedures.

• Filter and view the report based on these labels for targeted analysis.

2. Metrics Included

The report is divided into sections for detailed insights:

• New Patients:

• Unique Day 1 Visits (# by referral source).

• Day 2 Visits (# by referral source).

• Patients Started (# by referral source).

• Financial Performance ($ billed and collected for new patients).

• All Patients:

• Appointment Purposes (# by type).

• Provider Stats (# by provider).

• Retention Rates (# by category).

• Service Stats (# by Service/CPT codes).

• Financial Performance ($ billed and collected by Service/CPT codes).

3. Customization and Toggles

• Show/hide different sections for a streamlined view.

• Toggle between Daily, Weekly, and Monthly views to analyze trends over time.

How to Use the Practice Summary Report

1. Setting Up Labels

• Navigate to the Labels section to create and assign labels for referral sources, appointment types, and services.

• Apply these labels to categorize and filter the report.

2. Filtering Options

• Filter the report by:

• Provider: View statistics for specific team members.

• Service: Analyze performance by treatment type or CPT codes.

• Date Range: Toggle between daily, weekly, or monthly views.

3. Viewing Metrics

• New Patients:

• Monitor Day 1 visits, show rates, Day 2 visits, and start rates.

• Track financial data specifically for new patients.

• All Patients:

• View retention metrics and appointment purposes.

• Assess financial performance and service utilization across all patients.