The Accounts and Patients Dashboard was designed to give you a clear, organized view of all client accounts and their associated patients within your hospital. This dashboard makes it easy to monitor trends, track client and patient activity, and identify areas of growth or concern, helping you better understand client behavior and hospital performance.
Questions the Dashboard Can Answer:
Patient-Account Relationships
Which patients are linked to a single account?
How many patients are tied to one client, and how active are they?
Account History and Integrity
When was an account created?
Are there duplicate accounts or patients in the system?
Which accounts are tied to a certain account type?
Retention and Risk Analysis
What accounts and patients are at risk of lapsing (no visits in a set period)?
How many months typically occur between visits for an account or patient?
Engagement and Visit Tracking
Which accounts and patients have visited frequently?
How many new patients or accounts have been seen in the last 90 days?
How many visits per account or patient have occurred in the last 90 days?
Staff with the permission of analytics_dashboard_accounts_and_patients assigned to a role will have access to this dashboard in Analytics.
💡To learn more about how to access and run reports for dashboards, see our Analytics Dashboards guide.
The Accounts and Patients Dashboard consists of five main tabs.
Summary
Top-level counts of accounts, patients, and visits over the past 90 days with previous 90-day counts for comparison.
The summary tab includes three sections:
Headline
The Headline section provides a high-level snapshot of your hospital’s recent activity. It displays the total counts of accounts, patients, and visits recorded over the past 90 days, along with clear comparisons to the previous 90-day period. This allows you to quickly see whether engagement is trending upward, stable, or declining.
To ensure accuracy and relevance, this section excludes inactive accounts. An inactive account is defined as one that either has never had a visit or has had no visits in the past 36 months. By filtering out inactive accounts, the Headline section focuses only on active and meaningful client relationships, giving you a more accurate reflection of current hospital performance.
Accounts by Status
The Accounts by Status section breaks down all client accounts into four categories based on their most recent activity. This view provides valuable insight into the overall health of your client base and highlights opportunities for engagement.
New: Accounts created within the past 90 days.
These represent brand-new clients entering your hospital.
Monitoring this group helps you measure client acquisition and onboarding success.
Current: Accounts with at least one visit in the past 90 days.
These are your actively engaged clients.
They are the most likely to return soon and often represent your strongest relationships.
Active: Accounts with a visit between 90 days and 18 months ago.
These clients are still considered part of your active base but are not visiting as frequently.
They may require reminders, follow-ups, or targeted outreach to encourage continued engagement.
Lapsed: Accounts with a visit between 18 months and 36 months ago.
These clients are at risk of becoming inactive.
Outreach strategies such as wellness reminders, check-up campaigns, or reactivation offers can help re-engage them.
Patients by Status
The Patients by Status section organizes all patients into five categories based on their most recent activity or status. This breakdown helps your hospital track patient engagement, monitor lifecycle trends, and identify opportunities for re-engagement or follow-up care.
New: Patients added within the past 90 days.
Represents recently registered patients.
Tracking this group helps measure patient acquisition and onboarding effectiveness.
Current: Patients with at least one visit in the past 90 days.
These are your most engaged patients, actively receiving care.
They often reflect strong client relationships and ongoing medical needs.
Active: Patients with a visit between 90 days and 18 months ago.
Still considered part of your active patient population, but not seen as recently.
They may benefit from reminders for wellness exams, vaccinations, or follow-up visits.
Lapsed: Patients with a visit between 18 months and 36 months ago.
These patients are at risk of long-term inactivity.
Outreach such as health reminders, seasonal campaigns, or personalized communications may help re-engage them.
Marked Deceased: Patients who have been formally marked as deceased within the past 90 days.
This ensures accurate reporting and helps prevent unnecessary communications.
Monitoring this category supports record accuracy and respectful client management.
At Risk
Identify accounts and patients at risk of lapsing within the next 3 months.
This tab consists of two sections: Accounts at Risk and Patients at Risk. Each section displays a bar chart of the total accounts or patients at risk in 1-, 2-, and 3-month increments, as well as detailed information of these accounts or patients. By highlighting these clients and patients in advance, the dashboard enables proactive outreach and engagement efforts before they become inactive.
By Status
Allows users to view accounts and patients categorized by status within the past 90 days.
The By Status view allows users to see both accounts and patients organized into categories based on their most recent activity. This section provides a quick way to evaluate the health of your client and patient base, highlight recent activity, and identify outreach opportunities.
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.
By Type
Displays a summary and detailed listing of Account Types.
The By Type tab provides insight into the different Account Types associated with your hospital. This section helps you understand how clients are categorized, as well as how those categories impact overall patient and visit volume.
This tab includes two main sections:
Summary
Displays a high-level overview of account counts and patient counts grouped by account type.
Allows users to quickly assess which account types represent the largest or smallest portions of the hospital’s client base.
Useful for identifying trends in client composition, such as growth in wellness-plan accounts or shifts in referral categories.
Detail
Provides a list of all accounts associated with a selected account type.
Enables users to drill down into specific accounts for further review, outreach, or reporting.
Helps staff connect the high-level trends in the Summary Table to individual client records.
Details
Provides a comprehensive view of the total accounts and patients within your hospital application.
The Details tab is designed to offer both a big-picture summary of your client base and the ability to drill down into individual records for deeper insight. This makes it an essential tool for understanding not only overall hospital activity, but also the specifics of client and patient engagement.
The Details tab is divided into two main sections:
Headline
Displays the total number of accounts and patients in your hospital application.
Serves as a quick-reference snapshot of the size and scope of your active client and patient population.
Useful for leadership and staff who need an at-a-glance overview without navigating into granular data.
2. Details
This section allows users to explore account and patient records in greater depth. It is divided into two subsections:
Accounts with Patients
Provides detailed information on each account that has one or more associated patients.
Includes data such as account creation date, as well as any Account Labels or Account Types assigned to the account.
Patient Detail by Account
Displays a complete list of patients tied to each account.
Includes key patient details such as associated account, birthdate, current age, deceased status, and most recent visit.
