The Dashboard
The Dashboard is Patient Prism's main report — the quickest way to see how your calls are performing at a glance. We recommend someone on your team review it daily, since it's the best way to keep track of incoming calls and spot the ones that need a follow-up.
Top-of-report metrics
Booking performance
New Opportunities — The percentage of new-patient calls that were booked, out of all new-patient calls received. Below the percentage, you'll see the count of new-patient calls booked and not booked. Click either count to open the list of calls in that category.
Existing Opportunities — The percentage of existing-patient calls that were booked, out of all existing-patient calls received. Below the percentage, you'll see the count of existing-patient calls booked and not booked. Click either count to open the list of calls in that category.
Call volume
Calls Analyzed — The number of calls Patient Prism recorded in your selected time frame, broken down into Connected and Not Connected calls. The total and both breakdowns are clickable and open a search page listing those calls.
Follow Ups — The number of calls that have been converted versus not converted.
Opportunity value
| Metric | What it shows |
|---|---|
| Opportunities Won | The estimated dollar value of new patients who booked during the initial call, based on the services they requested. |
| Opportunities Converted | The estimated dollar value of calls that weren't booked at first but converted to booked after a successful follow-up. |
| Opportunities Lost | The estimated dollar value of new-patient calls where the patient didn't book, based on the services they requested. |
The dollar amount for each service comes from the location's procedure list.
RELO Trackers
RELOs — Calls flagged with a recommended follow-up. These can be new-patient calls, existing-patient calls, or not-connected calls where the caller indicated they were a new patient.
Follow Ups — RELO calls that someone on your team has opened and added a follow-up note to.
Converted — RELO calls where a follow-up successfully converted the patient from Not Booked to Booked. When that happens, all of the call's Not Booked data updates to Booked.
Needs a Follow Up — Calls with a recommended follow-up that hasn't been completed yet.
Follow Up Reminders — For any call with a recommended follow-up, you can have the system email you a reminder. For example, if you call and reach the patient's voicemail, set a reminder for tomorrow so you remember to try again.
All Needing Attention — Opens the search results page listing every call that still needs a follow-up.
Opportunities Converted — The estimated dollar value gained from calls that were initially not booked and converted to booked after a successful follow-up. This is the same figure as the purple Opportunities Converted metric at the top of the report.
Median Time to Follow-Up — The median time between when a call ends and when a follow-up is submitted, shown on the right side of the Dashboard in Hours:Minutes:Seconds. For example, if a call is analyzed at 1:00 PM and a follow-up is logged at 1:10 PM, that call's time to follow-up is 10 minutes. The median is the middle value across all follow-up times in your selected date range.
Pro tip: Live Mode
Every search results page includes a Live Mode toggle that lets you act on calls as soon as they come in. Click All Needing Attention, turn on Live Mode, and new follow-up-recommended calls will appear on the page within minutes of each call ending — so your team can reach back out while the opportunity is still warm.
RELO Recap and Phone Numbers
RELO Recap — A table listing the calls that were recommended for a follow-up.
Phone Numbers — A table showing how many calls came in on each tracking number for the companies/locations you selected when generating the Dashboard, along with how many of those callers were booked.
Inbound/Outbound Calls
At the bottom of the Dashboard, this section shows your most recent inbound and outbound calls, so you can quickly review the latest call activity without leaving the report.