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

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.

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: 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: rescheduled appointments 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.