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We know how important is for you to have your data and your business results. Reading the new dashboard is very simple - follow the next tutorial to find out how! |
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1. Dashboard Basics
The dashboard has multiple functions you’ll be able to see things such as:
A. Appointments used / Available in your plan
B. The percentage of the plan being used.
C. Your billing cycle (30 days period).
D. What type and how many paying plans
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you have.
E. Minutes your office has saved during the billing cycle.
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2. Filter results by functionality/workflow
In the second section called “Filters“, you’ll be able to filter by workflow
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, there are 3 main workflows:
a. Outreach: refers to reminders, bumps, or any type of communication initiated by Holly to a patient.
b. Self-Scheduling: or Inbound, when a patient contacts Holly via text message
c. Web-Scheduling: when a patient schedules an appointment via the web calendar.
e. Reputation Management:
Just click on the workflow button and then select the desired workflow metrics you want to see.
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PS: You can also see the above results by a date rate (week, month, and year)
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3. Workflow metrics
First, you’ll see the number of appointments during the period chosen in Filters.
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Depending on the workflow is the type of metrics you’ll be able to see, they can be pie charts or funnel charts.
a. Outreach
The different metrics and their meaning are this:
Contactability
It represents Holly's contact ratio. There are two parameters: "unreachable" (Holly wasn't able to contact the patient because of the patient’s number inability to receive text messages or being unavailable) and "contacted" (Holly and the patient had successful contact).
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Attendance Rate
Displays the count of patients whose appointments were managed by Holly, detailing the number who did not show up, rescheduled or canceled, or attended their appointments.
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Reschedules by Holly
It's based on the number of appointments rescheduled by Holly and classifies them based on how many were canceled by the clinic or “bumped”, declined by the patient or showed up.
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Appointments by period
Details the scheduling of appointments within the selected period as specified in the filters, including the dates and quantities of these appointments.
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Response Rate
Indicates the number of connected patients who interacted with Holly, and those who did not respond.
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Outcomes Summary
Provides an overview of the results for all appointments overseen by Holly, categorized as: Confirmed (patient confirmed attendance), Bumped (canceled by clinic), Declined (canceled by patient), No Selection (patient did not choose a time slot), No Show (patient did not attend), No Space (no available slots from the doctor), Reminded (reminder sent by Holly), Rescheduled, or Unreachable.
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If you have any questions regarding your dashboard, please do not hesitate to contact us at support@nimblr.ai we’ll be happy to help. |