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We know how important is for you to have your data and your business results. Reading
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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:
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: appointments scheduled via text message through Holly.
c. Web-Scheduling: appointments scheduled via Holly’s Web Scheduler.
d. Reputation Management: rating and reviews that patients give to your service.
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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Metrics will vary depending on the workflow you choose.
a. Outreach
Contactability
It represents Holly's contact ratio. There are two parameters:
1. Unreachable: Holly's messages didn't reach the patient because their mobile number was not available or it was a landline number.
2. Contacted: Holly's messages were successfully sent to the patient.
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Attendance Rate
Displays the count of patients whose appointments were managed by Holly, detailing the number of patients who didn't show up, rescheduled or cancelled, or attended their appointments.
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Reschedules by Holly
Shows how many appointments were rescheduled because patients did not show up for their appointment, were bumped (cancelled by the office)
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or patients had declined to attend.
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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 contacted patients who replied to Holly's reminders, and those who didn't reply.
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Outcomes Summary
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: 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 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: appointments successfully 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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Info |
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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 . We’ll be happy to help. |