Clinician Details
Within the Clinician Metrics section, there is a detailed page for each of your clinicians. Here you can take a deeper look at an individual’s caseload and key performance metrics over time. Use this page for data-driven coaching conversations and regular check-ins on performance.
Features and functionality:
There are two sections within the Clinician Detail page:
Current Caseload: A summary of this clinician’s caseloads, rebook rate, upcoming bookings, and note compliance at this moment in time.
Key Metrics: Key performance indicators for this clinician, adjustable to your preferred time frame.
Compare metrics like Utilization (the percentage of completed sessions out of their goal), Average Weekly Sessions, and rates of Cancelation, churn and retention.
See changes in this clinician’s completed sessions over time
Dive deeper into a table view of the data, which you can view compacted, summarized or expanded to codes
Demo video:
A few things to note:
When you select a preferred time frame filter, all metrics within the Key Metrics section will adjust accordingly.
Churn and Retention Rates require longer time frames to present meaningful data, given it takes time to see the duration of care for recent intakes. Learn more about churn and retention.
You can select a time interval (by month, by week, by quarter) to adjust the data displayed in the ‘Session Goal Completion’ chart and the ‘Deep Dive’ table.
The “i” next to each metric provides a definition and thresholds based on industry standards. You can adjust these thresholds in Settings.
The green, yellow, red cues help you quickly assess performance based on those thresholds.