The New Patients dashboard has multiple sub-tabs showing a range of data. The user can filter the data based on their preferences.
Viewing the Dashboard
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Click New Patients Dashboard
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Enter filters preferences
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Period: Select the period to base this dashboard on
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Location: Select the location or <All> to base this dashboard on, if applicable
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Provider: Select the Provider(s) or <All> to include in the dashboard
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Active: Tick to show only Active providers
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Click Apply
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New Patients
The New Patients sub-tab displays data in a line diagram format, showing the number of new patients for the selected filter period.
Total |
The total sum of new patients treated that meet the filter settings |
# With Treatment Plan |
A count of the new patients from the Total with treatment plans on their first visit |
$ With Treatment Plan |
The sum (in dollar value) of the treatment plans created for new patients (as per filter settings) during their first visit |
Subsequent Appointments |
A count of the new patients from the Total who has at least one appointment after the first treatment date |
Referral Statistics
The Referral Statistics sub-tab displays data in a pie chart format, showing the referral sources for new patients for the selected filter period.
New Patient by Referral |
Shows the number of new patients split by ‘defined’ and ‘not defined’. Data showing ‘not defined’ will only appear if new patients exist without a referral selected |
Defined Referrals |
Shows the number of patient referrals broken down by each referral type |
Items Performed
The Items Performed sub-tab displays data in a column chart format, showing the top 5 items performed for new patients for the selected filter period.
Top 5 Items Performed on New Patients |
Shows the top 5 items that were performed on new patients within the filter settings |
$ Top 5 Items Performed on New Patients |
Shows the amount earnt from the top 5 items performed on new patients within the filter settings |
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