Reports
See the numbers. Know the next step.
Which channels bring conversations, which lead to appointments, and where is follow-up needed? Connect clinic data to your team’s everyday decisions.
This month · Sample report
From conversation to appointment
New conversations · By channel
80conversations
A clear agenda for the team meeting
Beyond the chart. See where work remains.
A channel may bring many messages. How many conversations move forward? Review sources, appointment progression and pending follow-ups together, so the team knows where to focus today.
Conversation volume by channel
Progression from conversation to appointment
Pending work to guide follow-up
The flow
From data to the day’s work.
- 01
Choose the period
Start by comparing data from the same period.
- 02
Compare sources
See how many new conversations each channel brings.
- 03
Review progression
Look at the information-sharing and appointment stages.
- 04
Set priorities as a team
Plan the next task for conversations awaiting a reply or follow-up.
One system, end to end.
Start today.
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