Setup to use Key Performance Indicators - Summary Report


The following features are required for the Key Performance Indicators Report - Summary to calculate correctly.

Appointment Status Types

For this report to calculate some KPI's, Failed to Attend, Unable to Attend and Arrived/Checked In/Out data must be recorded. Ensure each are setup. 

Setup Failures to Attend (FTA)

Setup Unable to Attends (UTA)

Link Marking Patient as Arrived to a Status

Use the Arrived, Checked-in and Checked-Out Feature

For the report to calculate exactly how long each visit was, and when the appointments ran longer than planned time, this feature must be used. 

Mark an Appointment as Arrived, Checked In or Out

Link Providers to their Appointment Books

For the report to know which book belongs to which Provider, it must be set against the Providers file.

Link Appointment Book to a Provider

Schedule of Providers

If Providers share an appointment book, the Schedule of Providers must be used. 

Use Schedule of Providers for Shared Appointment Books

Breaks and Preset Slots Work Time When adding a Break or creating a new Preset Slot, the Work Time must be selected correctly, for example Staff Meeting = Yes, Leaving Early = No                                                                                            mceclip7.png 
Non-Treatment and Non-Reporting Items

Not all item numbers are treatment and therefore should be setup so when they are used on a patient the report doesn’t think the patient has been seen on that day. For example, a new patient fails to attend and an the FTA item is added to their treatment. If the FTA item is not marked as non-treatment, the report will calculate them as a new patient.

Mark Item as Non-Treatment

Mark Items as Non-Reporting

Key Items List

A group of items can be selected to include on the report and will calculate how many times they have been performed on the past 100 patients. 

  1. Go to Location Management > Reports tab

  2. Operations menu > KPI Summary Report - Key Items List

    1. Highlight items to include in the report

    2. Click OK                                                                                                                      mceclip0.png

Report and Graph Settings

The report can be viewed as both a report (figure) and graph, and the indicators to include can be preset. 

  1. Go to Location Management > Reports tab

  2. Group: Business Intelligence Module

  3. Open Key Performance Indicators Report - Summary

    1. Report Settings: Select the indicators to view in report format

    2. Graph Settings: Select the indicators to view in graph format                                                    mceclip1.png



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