The Insights page gives you a central place to monitor your practice's performance. It includes a Dashboard for viewing trends at a glance and a Reports page for exporting detailed data. Both are available now as part of Carepatron's Beta program.
The Dashboard: Viewing trends and practice insights
The Dashboard gives you a quick view of key metrics across your practice. Use it to identify trends and gauge operations over a selected period.
Filtering by date range
Select a date range to recalculate all dashboard metrics for that period. Several quick-select options are available.
Comparing periods
The comparison option shows how the selected period performs against the previous equivalent period. This makes it easier to identify whether a metric is improving, declining, or holding steady.
The Reports page
The Reports page allows you to export fine-grained data for a selected date range. Reports are generated in the background and do not require you to stay on the page while they process.
Export format: Choose CSV or Excel when exporting
Background processing: Reports are calculated in the background. You can navigate away while they generate.
Previous exports: Previously generated reports are available to download again for 7 days
Reports expire after 7 days. Download any report you need before it is removed from the list.
Available reports
The following reports are available to generate. Select any report, choose a date range, and export in your preferred format.
Appointments by provider (weekly): Total, completed, no-show, and cancelled appointments grouped by provider and ISO week.
Revenue and income summary: Invoice line items with amounts, tax, and status, filtered by date range and provider.
Outstanding patient balances: Clients with unpaid invoices grouped into aging buckets: current, 1-30, 31-60, 61-90, and 90+ days overdue.
Appointment and visit volume: Total, completed, no-show, and cancelled appointments per provider, with no-show and cancellation rates.
Collections report: Payments received over the selected date range, with source, method, fees, and refund status.
End-of-day report: Daily payment totals grouped by source and method, including counts, amounts, fees, refunds, and net collected.
Share your feedback
Insights is in Beta, and we want to hear from you. If there are additional reports or insights you would like to see, or if anything in the current reports does not look right, let us know. Your feedback shapes what we build next.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.