Step 01: setup your weekly custom report sample
Go to stats > custom reports > weekly custom reports
Edit and map a field for a row
Select your new patient appointment type(s). It will list every possible combination you have ever created
Here is the list of fields you will have to map
NP Scheduled > Appointment type
NP Shows > Appointment type
NP Starts > tags (find np start) & Appointment type
Lost Patients > tags (find np start) & Appointment type (you may want to exclude your new patient and ROF exams
Returning Old Patients >
CPT Codes/Visit - is the average amount of service codes per visit
Total Collected by CPT > filter by service code, to see revenue by CPT code
Moe about lost patients and reactions
'reactivations' you can measure patients who have been out of the office for X amount of time that had a visit. You can filter it down by any criteria, such as insurance, age, type, etc.
'lost patients' you can measure patients who have dropped out of the office. This is a dynamic calculation, because patients are constantly scheduling or dropping out, so it will only work well for the current month. Consider looking at patients with a 'np start' tag and a last appointment of an active care plan visit, which will show you the patients who dropped out of care.
Step 02: Create your own report (duplicate a report or start from scratch).
If you want to look at your stats by the month, but break it down by week, you will have to view your stats by the month, and aggregate by the week. If there is a partial week a the beginning or end of the month, it will only show a partial week.
Step 03: Create your first section
Call it "New Patients"
Scheduled NP
Visits (scheduled)
Select filter: Appointment type & Appointment status
Appointment type: New patient appointment type(s)
Appointment status: Everything except for rescheduled
NP Shows
Visit (checked in)
Select filter: Appointment type
Appointment type: New patient appointment type(s)
NP Conversions (who started care)
Visit (checked in)
Select filter: Appointment type & tags
tags: np start (this is a tag given to new patients who start care)
NP Conversion rate
This will be a formula of NP Conversions divided by NP Shows. I would do this over ROF conversions divided by NP Shows, because some weeks you will have over 100% conversion.
(1) Name your stat
Use 'refer to another variable' as seen in (2) and (3) above
(4) create your expression (formula) and set it as a percentage (5)
(6) Show it as an average & show averages (calculation) selected together
Create other sections, you can use these same concepts to create a variation of office visits, provider and financial reports
Types of Providers
Appointment provider = provider who saw the patient, it will be the provider on the SOAP note
Billing/rendering provider = provider whose services were billed under
Primary provider = assigned provider to the patient.
Financial
User and User Plus types of users will not access this information
$ Total collected = collected revenue
$ Applied payments = money applied to services/products already rendered
$ Total billed = total billed amount
Filtering by tags will not work for financial
Total # Services/Products
# Services
Filter by service(s) to get the total # of products/services
If you are trying to get the total amount billed, collected or applied to those specific services, start with the $ stat and filter by those specific services
Sending Automated Reports