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Metrics Calculations

Detailed explanations for how each metric is computed within PracticeVital.
FAQs relating to metrics calculations
Why does the completed session goal change with different time intervals I set?
To give you the most precise number possible, we take the weekly goal for the clinician and divide it by 7 to get a daily value. We then take that dai...
Active Clients
Clients are considered active in the current caseload if they've had an appointment categorized in your EHR calendar as Intake , Session , or Billa...
Outstanding Notes
For clinicians who have a supervisor, it's important to know that we only mark a note as complete once the supervisor has also reviewed and signed off...
Revenue
Total revenue includes revenue collected from both insurance payers and client payments. Revenue data includes amounts paid by one party even when the...
Summary of Metric Definitions
Active Clients: The number of clients that have had a counted session within the last two months. Clients are considered active in the current caselo...
Rebook Rate
Of the active clients, rebook rate is the percentage that have their next appointment scheduled on calendars at this time.
Cancel Rate
Each clinician’s Cancel Rate is the percent of scheduled sessions that were canceled. These signify a lost opportunity for revenue. Billable cancels s...
Clinician Goals, Completed Sessions, and Utilization
PracticeVital tracks completed sessions at both the practice-wide and individual-clinician level. In general, "completed sessions" count revenue-gener...
Retention and Churn Rates
Retention and Churn measure the duration of care clients receive. A client is considered "retained" if they have at least 8 sessions, and "churned" if...
Metrics Color Thresholds Explained
PracticeVital sets thresholds and color codes your metrics using a green/yellow/red system. The thresholds are set according to industry standards, an...