Purpose
Easily see the growth or decline of accounts and patients at your hospital!
Summary tab: Focuses on data from the past 90 days (excluding the report run day). The date range is fixed and not filterable. Key features for this tab include:
Top Section Key Performance Indicators (KPIs): Display total counts of accounts, patients, and visits over the past 90 days, with comparisons to the previous 90 days.
Inactive Account Exclusion: Accounts with no visits ever or none in the last 36 months are considered “presumed inactive” and excluded from counts.
Accounts & Patients by Status: Sections provide breakdowns with definitions above the graphs.
Tooltips for Insights: Additional details on card graphs and pie charts show granular data when hovering.
2. At Risk tab: Identify accounts and patients at risk of lapsing within the next 3 months. The date range is fixed at the previous 90 days and cannot be adjusted.
Accounts at Risk and Patients at Risk: Accounts/Patients that are currently active (had a visit between 90 days and 18 months ago) but are at risk of lapsing within the next 3 months.
3. By Status tab: Allows users to view accounts and patients categorized by status. The date range is fixed at the previous 90 days. Users can filter accounts and patients by status, but status filters are independent. Status filters are linked to Species, Breed, Age, and Sex filters.
Accounts by Status
New: Added to the system within the last 90 days.
Current: Had a visit within the last 90 days.
Active: Had a visit between 90 days and 18 months ago.
Lapsed: Had a visit between 18 and 36 months ago.
Patients by Status
New: Added to the system within the last 90 days.
Current: Had a visit within the last 90 days.
Active: Had a visit between 90 days and 18 months ago.
Lapsed: Had a visit between 18 and 36 months ago.
Marked Deceased: Marked as deceased within the last 90 days.
📝Note: Each account and patient will only appear in one category within the table.
4. By Type tab: Includes a Summary Table as well as a Detail Table
Summary Table shows Account and patient counts by type
Detail Table shows a list of accounts associated with a particular account type
5. Details tab: Provides total counts of accounts and patients in the system. Use the filters to focus on accounts and patients of interest.
Top Section Key Performance Indicators (KPIs): Display total counts of accounts, patients, and percentage of accounts with two or more patients (may display null if no results)
Questions the Dashboard Can Answer
Which patients belong to a single account?
When was an account created?
Do I have duplicate accounts/patients?
What accounts and patients are at risk of lapsing?
Which accounts and patients have visited frequently?
How many new patients/accounts have been seen in the last 90 days?
How many visits per account or patient have occurred in the last 90 days?
How many months have occurred between visits?
FAQs
Test patients will not display in the report results.
Export Data
To export data, hover over the top-right corner of any visualization or table to display a 3-dot menu allowing you to download the results.
You can download visuals as PNG, CSV, XLSX, or JSON files. Tables can be downloaded in CSV, XLSX, or JSON formats.
In addition to the previously mentioned options, you can also export the entirety of the current tab’s contents into a PDF file. This functionality allows for convenient sharing and printing of the data in a widely compatible format.
