Summary Tracking
Please watch the video mentioned above for additional details about this important report. The summary reports give you a tremendous amount of options. For example: You can sub summarize and display your reports by any of the following categories:
- assigned office location
- assigned clinician
- appointment type
- appointment results
- who called to make the appointment
- referral source
- referral source detail
- by year
- by month
These are the columns that display data from your report:
- number of appointments
- percentage of appointments
- average close rate
- average binaural rate
- number of patients sold
- percentage of patients sold
- total revenue generated from each category
- percentage of total revenue
- average sales price
- number of units returned
- percentage of units returned
- number of eight about years
- percentage of a double years
- number of aged years
- percentage of aged years
- number of hearing aid evaluations conducted
- percentage of hearing aid evaluations conducted
- number of third-party schedule
- percentage of third-party schedule
- number of third-party attended
- percentage of third-party attended
- average third-party attendance rate
The following screenshot shows the summary report subcategories by clinician name.
