Financial Report/Key Indicators
Minimize the reporting options and create a single quarterly financial report that includes several key indicators that help a practice evaluate it's financial health. Rather than having to run several different reports (or schedule several different reports to run) it would be nice to look at a single report containing all the information we need. I have more information and some key indicators that are valuable to us if you feel like this would be beneficial.
![](https://secure.gravatar.com/avatar/b5c9310bbec54d44253bac2e13610744?size=40&default=https%3A%2F%2Fassets.uvcdn.com%2Fpkg%2Fadmin%2Ficons%2Fuser_70-6bcf9e08938533adb9bac95c3e487cb2a6d4a32f890ca6fdc82e3072e0ea0368.png)
Thanks for the request.
-
Joshua Zissman commented
These reports are somewhat confusing anyway, and need to be cleaned up - removal of extraneous information, and inclusion of relevant info. Possibly a survey of practices to determine highest valued data elements to include?
-
Joshua Zissman commented
And i would be useful to canvas users to establish a good set of KPIs for all practices, and even have the capability for some ad hoc additions for a practice that might have some non-standard KPIs they would like ot monitor....
-
Katie commented
Along with this it would be nice to be able to see a conversion rate for our consultations we are seeing. For example 2 out of 5 consultations schedule for surgery.