1. Clinic Management
  2. Reports and analytics
Reference

Reports for the questions your team asks

Read visit, clinical, follow-up and billing activity from saved records.

Overview
Clinic Management · Overview

Clinic Management dashboard

This quarter

Clinical privileges in view
6
Document
2
Prescribe
2
Review
1

Encounters by status

How far records got this quarter

StageReachedStep
Scheduled33
Arrived1855%
In progress1056%
Awaiting review660%

Encounters by status

Sample counts per stage

1000
50Scheduled
30Arrived
70In progress
90Awaiting review
100Completed
Example screen with sample data

More reports

Encounter volume by state List

Count encounters by Status and visit type for the scheduled period.

Visit timing List

Compare started at and ended at for completed encounters with both times recorded.

Documentation completion Grouped

Show encounters with their clinical notes and each note's Status and signed at.

Clinical privilege register List

Group clinician privileges by privilege type, Status and effective to.

Care task workload List

Group open tasks by assigned to, Status and due at.

Charge status by encounter Grouped

Show each encounter's Charges by Status with Amount.

Patient payment register List

Group Payments by Patient, Status and received at with Amount.

Set up Clinic Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started