Running reports in NextPatient can increase awareness around a practice's patient habits and allow for decision-makers in the Marketing or Operations department to make changes to increase patient value thus increasing the number of repeat visits and positive reviews.
To access Reports, log in to NextPatient.
Once you're logged in, click Reports at the top menu. If you have more than one NextPatient location, you must access the specific location you want to run reports for. If you are going to run reports for all of your locations (detailed below) then any location can be accessed.
Click the drop-down menu for the Report selection. Select which report you want to run.
About the reports:
- Patients scheduled online (by date booked) generates a report focused on patients using the online booking tool. Data will fall into the date range based on the date they booked their appointment, even if the day of their appointment is outside of the search range. IE: If Jon Doe booked his appointment on 12/25 for 1/5, and the report was for December, it would be included in this report.
- Patients schedule online (by date seen) generates a report similar to the one above, but pulls appointments booked based on when they are seen.
- Reminders checklist reviews the reminders sent during the criteria of your report.
- Review requests is a report detailing the metrics of the review requests you sent.
- Reviews received contains qualitative data about the reviews patients have given.
More information about the contents of these reports is at the bottom of this walkthrough. Please note these reports contain PHI sensitive information in .csv format. Programs compatible for .csv format are required for viewing.
In the Offices drop-down, select either the This office to run a report with the specific location you selected after logging in or select All offices for the report to pull all data associated with your account.
If you only have one location, this option does not matter.
Now select the date range you wish for the report to collect data for. In the example below, data will be pulled for a review of December.
Click the Download button. The report in this example will be downloading data about patients that schedule online, organized by the date they booked, for only one of my account locations during the month of December 2019.
Content details in the reports include:
Online Bookings
Location
Visit Day
Visit Time
Interface Visit ID
Provider
Patient Name
Patient Phone
Patient Email
Interface Patient ID
Visit Type
Visit Reason
Booked Time
Status
Canceled Time
Canceled By
Cancel Reason
Can Text
Reminder Sent
Any Free Text Data: Such as Insurance Plan, Insurance Member ID, Street Address, City, State, Zip
Reminders
Location
Visit Day
Visit Time
Interface Visit ID
Provider
Patient Name
Phone
Is Mobile
Can Text
Reminded By Text
Confirmed
Reviews
Location
Review Time
Review Site
Visit Day
Visit Time
Interface Visit ID
Provider
Patient Name
Interface Patient ID
Score
Comment