What results can I see in my Dashboard?

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!

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 you have.

E. Minutes your office has saved during the billing cycle.

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:

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 select the desired workflow metrics you want to see.

You can also see the above results by a date rate (week, month, and year).

3. Workflow metrics

First, you’ll see the number of appointments during the period chosen in Filters.

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.

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.

Reschedules by Holly

It's based on the number of appointments rescheduled by Holly and classifies them according to how many were bumped (cancelled by the office), declined by the patient or showed up.

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.

Response Rate

Indicates the number of contacted patients who replied to Holly's reminders, and those who didn't reply.

Outcomes Summary

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

- Confirmed: patient confirmed attendance
- Bumped: appointment cancelled by the office
- Declined: appointment cancelled by the patient
- No Selection: patient did not choose a time slot for rescheduling
- No Show: patient did not attend to their appointment
- No Space: no available slots from the doctor
- Reminded: the patient received Holly’s reminders, but not confirmed or cancelled their appointment
- Rescheduled: appointments rescheduled with Holly
- Unreachable: patients who did not receive Holly’s messages because their mobile number was not available or it was a landline number