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We know how important is for you to have your data and your business results. Reading your 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:

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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.
There are 3 main workflows:

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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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Provides an overview of the results for all appointments handled by Holly, categorized as:

- Confirmed: the patient confirmed attendance when Holly sent the confirmation message.
- Bumped: the appointment was cancelled by the office, so Holly contacted the patient to inform them and ask if they wanted to reschedule.
- Declined: appointment cancelled by the patient declined attendance when Holly sent the confirmation message.
- No Selection: the patient did not choose a time slot for rescheduling, after declining attendance with Holly.
- No Show: the patient did not attend to their appointment, so Holly contacted them to reschedule.
- No Space: no available slots from the doctor when the patient attempted to reschedule.
- Reminded: the patient received Holly’s reminders, but not confirmed or cancelled their appointment.
- Rescheduled: rescheduled appointments rescheduled with Holly, after the patient declined to attend their appointment.
- Unreachable: patients who did not receive Holly’s messages because their mobile number was not available or it was a landline number.
- Undefined: When the outcome of the conversation with Holly does not fall into any of the above classifications.

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