Practice Insights Report
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Table of Contents
Accessing the Practice Insights Report Practice Insights Report Filters Practice Insights Report DataCommunications by TypeIntegrated Vendor CommunicationsHigh Volume PatientsFAQsThis article explains the Practice Insights report, which highlights key metrics that demonstrate the effectiveness of Artera across your Practice(s) while helping you discover opportunities for improvement. NOTE: The Practice Insights report will only display data in your production environment.
Click here to learn about the Enterprise Insights report. NOTE: User access to Practice Insights is determined by the Analytics Permission set at the default level. Click here to learn more about Permissions.
Accessing the Practice Insights Report
Select Insights from the Navigation Bar
Select Practice Insights
Practice Insights Report Filters
Users can filter their Practice Insights report to view data across selected Practices. Users will only be able to see data for the Practice(s) they have access to. A timeframe filter is also available to help narrow or expand the time range of the data they would like to assess.
By default, the Practice Insights report displays data for the last 7 days. The available time frame options are:
Last 7 Days
Last 30 Days
Is between (enter Start and End date)
Is on (enter a date)
Practice Insights Report Data
Total Appointments: Displays the distinct count of total appointments, for the selected Practice(s), within the selected timeframe
Appointments Reached: Displays the distinct count of appointments, within the selected Practice(s, for which a Trigger was sent within the selected timeframe
Channels Open >1day: Displays the count of Patient Channels, within the selected Practice(s), that were left open for more than 1 day within the selected timeframe
Channels Open >1hr: Displays the count of Patient Channels, within the selected Practice(s), that were left open for more than 1 hour within the selected timeframe
Communications by Type
This chart displays the count of messages by type, sent in the selected Practice(s), within the selected timeframe.
Integrated Vendor Communications
This chart displays a daily count, over the selected timeframe, of the number of messages sent to patients and the number of unique patients reached in the selected Practice(s).
High Volume Patients
This displays the names of patients who have received more than 5 outbound messages in the same day, within the selected timeframe, along with the breakdown of Message Types (Message Class) they received.
- Clicking on a patient’s row will present the user with an “Open Unified Communication Profile” link. Selecting this will open a new tab for the user displaying the Patients Area.
FAQs
Can we restrict who has access to the Practice Insights report?
No, not at this time. All Artera users will have access to the Practice Insights report.Can users view the Practice Insights report for Practices they do not have access to?
No, users will only be able to view the Practice Insights report for the Practice(s) they have access to.Our Practice is interested in additional Artera reporting. Where can we learn more?
If you are an Analytics Plus customer, select the Open Artera Analytics Plus tab on the Insights page to be routed to Analytics Plus for additional reporting needs.
If you are not an existing Analytics Plus customer but are interested in additional Artera reporting, connect with your Customer Success Representative for details on Analytics Plus.