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Visits Overview Dashboard

Learn how to generate and print the Visits Overview dashboard in Instinct!

Updated over 2 weeks ago

Purpose

See patient visit trends over time—including busiest days of the week and visit counts by service—as well as detailed visit information in a single view for your analysis.


Questions the Dashboard Can Answer

  • Visit Counts by Status at Patient Check-In during a timeframe

  • Visit Counts by different time variables, i.e. day, week, month during a selected timeframe

  • Visit Counts by Service during a selected timeframe

  • Querying Patient Visits during a selected timeframe for a particular Reason for Visit

  • Querying Patient Visits during a selected timeframe for Resolved or Unresolved Diagnoses

  • Querying Patient Visits during a selected timeframe for particular patient demographics, like age, species, breed, and sex

⚡️ProTip: These insights can be used for staffing/resource needs and research/case study needs for patient medical care standards and improvements.


FAQs

  1. The Service associated with the Patient on this dashboard is the last Service the patient was associated with at time of check-out.

  2. The Unresolved Diagnoses filters are free-text fields, allowing you to retrieve all results that contain your entered text. For example, entering “Dysplasia” will return results for every patient visit that includes at least one Unresolved Diagnosis containing that term.


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.


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