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.
Katie
shared this idea
Thanks for the request.
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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?
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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....
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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.