Number of Patients Added (per Provider, per Location)
One of the fundamental metrics in our Usage Reports is the number of patients added to the system. This metric allows administrators to track the growth of the patient database over a specified date range. Whether it's to gauge the overall expansion of the user base or to identify trends in patient enrollment, this data provides a clear snapshot of how the application is being utilized.
Below is a video tutorial on how to view the number of patients added per provider and per location
Step-by-Step Guide:
1.) Log in to the provider portal and navigate to the "Reports" tab in the Administrator Dashboard.
2.) From the "Usage Reports" tab, the following information is displayed on the foremost section:
- Total Patients Added
- Total HEPs Assigned
- Number of Providers
- Number of Locations
- Care plans Assigned - this is a PT University feature
3.) To expand the view of the above data, click the "Expand" button found to the right of the "Patients Added" report.
4.) In the expanded view of the "Patients Added" report, you'll see a bar graph titled "Patients Added (Last 30 days) Report" which displays the total number of patients added per provider across all locations.
5.) To refine the displayed data even further, select the filter button to the right of the page.
The filters that can be applied are:
- Date Range - a required field when applying the filter button. Providers can search for up to a year prior to the current date. For example: if today is November 21st, 2023, I can select my "start date" as November 22nd, 2022.
- Providers - apply the filter to one provider only, or exclude providers from the bar graph data. Simply click a providers name to include them in the report.
Location(s) - for clinics with multiple locations, providers can filter through a select number of locations, or exclude locations from the bar graph data.
Once your desired filter(s) have been selected, click the "Apply Filter" button to generate the "new" data.
6.) Once the filters have been applied, the bar graph will display the filtered data. Hover your cursor over a bar in the graph to see the number of patients added allocated to the provider(s).
7.) The information can be exported to a .CSV with or without filters applied by clicking the "Export" button.
8.) Hit 'Save'.