This feature, developed in partnership with Microsoft, provides the ability to dynamically search all practice data relevant to sales, patients, appointments, and procedures, providing critical insights for practice management. The interactive data is presented visually via charts and graphs and can be exported for further utilization. Practice data is refreshed nightly.
Advanced Analytics will answer practice questions such as:
- Where are my patients coming from?
- What's my most profitable treatment?
- How much revenue is each provider bringing in?
- What is my no show/cancellation rate over time?
To watch our webinar on Advanced Analytics, please see the following article:
Note: this feature is provided at an additional cost - please reach out to support@remedly.com for pricing information.
In this article, you will learn how to:
- Activate and access Advanced Analytics per user
- Filter the data set
- Review data from a revenue perspective
- Drill down on appointment data
- See where your patients are located and which treatments are most popular
- Focus mode
Advanced Analytics Activation
Once Advanced Analytics has been activated to your practice, you can enable the feature on a per user basis in Practice Account -> User Accounts:
Once activated, links to Advanced Analytics are accessible on the dashboard and in the main menu. Clicking the links will open Advanced Analytics in a separate tab.
Data Filtering
Data can be filtered using either the filter bar on the left or by interacting directly with the graphs. First set the left side filters to display the preferred data set. The filter bar allows multiple selection of options and can be reset using the eraser icon.
Within the data set selected, you can further filter within the graphs to provide deeper insights on a data subset by clicking on any data item within each graph. Clicking again will resort back to the full data set.
Sales Data
This interface shows revenue across an entire practice with the outputs further refined by location.
Data cards present the following data sets:
- Total revenue by provider per location
- Total revenue by year per location
- Total revenue by month and location
- Total revenue by patient per location
- Total revenue by procedure per location
Data sets can be further filtered by:
- Date range
- Location
- Invoice type
- Patient
Each data set selected will provide the following totals:
- Total invoiced amount
- Total collected revenue
Appointments Data
Data cards present the following data sets:
- Total appointments by year per location
- Total appointments per location
- Top 10 number of appointments by procedure per location
- Total appointments by provider per location
Data sets can be further filtered by:
- Date range
- Location
- Appointment type
- Appointment status
Note: using the filter bar is optimal in this interface
Patient Data
Data cards present the following data sets:
- Total revenue by patient including days since last purchase
- Total revenue by state
Data sets can be further filtered by:
- Date range
- Location
- Provider
- Patient visit reason
Note: Patient visit reason can be expanded into a separate window using the expand icon. This allows visibility of procedures and sub-procedures with the ability to multi-select.
Each data set selected will provide the following totals:
- Lead to patient conversion
- Total invoiced amount
- Total new patients serviced
- Total patients serviced
The heat map of patient location enables zooming into a location for more granular information. Selecting a specific location will auto-adjust data card results to represent data from that location.
Focus Mode
Additional tools are available per card by hovering over the top right corner.
Additional tools include:
- Export data as a csv or Excel file
- Spotlight highlight the data section selection
- Data sort - available on some cards
- Data filter is deactivated
- Data expansion
Data expansion allows improved visibility of data sets for selection including search capability:
Video
Content Timelines per Minute:
00:00 - 00:19 - Introduction
00:20 - 00:44 - Enabling Advanced Analytics for a provider/staff member
00:45 - 1:00 - Accessing Advanced Analytics
1:01 - 1:12 - Advances Analitycs data sections
1:13 - 2:48 - Sales by month section and filtering tools
2:49 - 3:53 - Sales by year section
3:54 - 4:29 - Appointments section
4:30 - 5:15 - Patients section