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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:
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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 .
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 appointments scheduled via text message through Holly.
c. Web-Scheduling: when a patient schedules an appointment via the web calendar.eappointments 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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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 Metrics will vary depending on the workflow is the type of metrics you’ll be able to see, they can be pie charts or funnel chartsyou choose.
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)
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 who did not of patients who didn't show up, rescheduled or canceledcancelled, 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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Shows how many appointments were rescheduled because patients did not show up for their appointment, were bumped (cancelled by the office) 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 connected contacted patients who interacted with Hollyreplied to Holly's reminders, and those who did not responddidn't reply.
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Outcomes Summary
Provides an overview of the results for all appointments overseen handled by Holly, categorized as:
- Confirmed
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: the patient confirmed attendance
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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
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for rescheduling, after declining attendance with Holly.
- No Show
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: the patient did not attend
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their appointment, so Holly contacted them to reschedule.
- No Space
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: no available slots from the doctor
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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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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. |