The Dashboard is our main report and is the most succinct
We recommend that someone within the company uses this report daily.
It is the best way to keep track of the calls and also the best way to see what calls may need a follow up.
We will describe each aspect of the report below
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New Opportunities: Displays the percentage of new patient phone calls that were booked compared to the overall number of new patient calls received.
Beneath the percentage, you can see the number of new patient calls that were booked and the number of those that were not booked. You can click on the numbers to bring up a list of the calls in each category.
Existing Opportunities: Displays the percentage of existing patient phone calls that were booked compared to the overall number of new patient calls received.
Beneath the percentage, you can see the number of existing patient calls that were booked and the number of those that were not booked. You can click on the numbers to bring up a list of the calls in each category.
Calls Analyzed: Displays the number of calls recorded by Patient Prism in the time frame that you selected.
It also shows the breakdown of Connected and Not Connected Calls.
The Total Calls Analyzed as well as the Connected and Not Connected Calls are clickable and will show a search page that generate the breakdown of the selected calls.
Follow Ups: Displays the number of calls that have been converted and not converted
OPPORTUNITIES WON: This will show the estimated monetary value gained based on the services requested by the calls where new patients booked an appointment.
The amount associated with each service is based on the location's procedure list.
OPPORTUNITIES CONVERTED: This will show the estimated monetary value gained based on the calls that were originally not booked in our system and converted to booked calls after a successful follow up call
OPPORTUNITIES LOST: This will show the estimated monetary value lost based on the services requested by the calls where new patients booked an appointment.
The amount associated with each service is based on the location's procedure list.
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RELO Trackers
RELOs: These are calls where indicated that there is a Follow up recommended.
This section could contain New patient calls, existing patient calls, or not-connected calls where the patient indicated they were a new patient.
Follow Ups: These are calls where a user in your company entered a RELO call and placed a follow up note
Converted: These are calls where a user who made a follow up succeeded in converting the patient from a not booked patient to a booked patient.
Doing this converted all of the Not Booked data from the call to Booked call data.
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(For example, if you make a follow up attempt and leave a voicemail for the patient, you can set a follow up email reminder to remind you to call them back again tomorrow to try again.
All Needing Attention: This link brings you to the search results page for all calls that need a follow up
Pro Tip Alert!
This can be used to quickly follow up on these calls as soon as they come in.
When a follow up recommended call enters our system and you are on this page after clicking All Needing Attention and have "Live Mode" turned on the new follow up calls will generate here minutes after the call concludes.
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RELO Recap and Phone Numbers
RELO Recap: This table will show a list of calls that were sent as a RELO
Phone Numbers: This table will show how many calls came into the tracking numbers associated with the company/locations that were selected when generating the Dashboard.
It will also show how many patients were booked via the phone number.
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Inbound Calls