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Using the Management Report

  • Updated

Our Practice Management Report transforms raw data from your practice management system(PIMS) into actionable insights. Get ready to unleash the potential of data-driven decision-making by taking this information from your PIMS and converting it into ways to increase client engagement and retainment, increase appointments, and stay on top of your clinic's data hygiene. 

The Management Report updated between the 3rd and 4th of each month with information pulled directly from your PIMS. This report focuses on nine key performance indicators:

Use these metrics to determine how well PetDesk is performing, how other initiatives are affecting your business alongside PetDesk, and if you need to adjust your settings to make us work better for you!

  1. Current Clients
  2. Client Emails
  3. Client Cell Numbers
  4. Appointments per Client
  5. No Shows
  6. New Clients
  7. Lost Clients
  8. Recovered Clients
  9. Client Growth/Shrinkage

 

How to use:

We recommend reviewing this report monthly. Use the upper-right dropdown to view past time frames. Analyze the metrics below to track your key performance indicators. For a quick walkthrough, watch  this video introducing PetDesk Business Health Reporting!

management report.png

 

DEFINITIONS

Collecting Client Contact Info

  • Track how your clinic collects digital contact information from new and existing clients
  • The goal is to have an equal or greater amount of new emails and cell phone numbers collected than new clients added
  • Tip: Use the Today tab to identify clients with missing or invalid emails or cell numbers and update their records in your PIMS. If your client does not have the mobile app, adding an email ensures they receive an email with download instructions! 

Appointment Growth & Efficiency

  • Track appointment rate - ideally, you are booking more appointments now compared to last year
  • The goal is to see the total number of no-show decrease or stay consistently low
  • Appointments are counted regardless of total transaction amount

Client Growth

  • Ensure you are bringing in more new clients and consistently recovering lost clients. High numbers of lapsed clients mean your patients aren't getting their care needs met
  • The goal is to have the blue and green bars above the red line - bars below the red line are an indicator of declining business intake
  • Lost clients in this report are defined as not having an appointment in 18 months

Monthly Data

  • No Shows are appointments marked with a "No Show" status in your PIMS schedule
  • Calculated No Shows are appointments from your PIMS schedule with any status, but no corresponding transaction
  • Current Client Change represents active clients vs. new clients
    • Calculated by taking previous month's total of active clients, subtracted by inactive clients, plus number of new clients

Annual Report Card

  • Compare where your clinic compares to other PetDesk-partnered providers
  • Just like in school - the higher the grade, the better!

Annual Data

  • This chart contains data from your PIMS compiled from the last two years
    • Metrics with the value of "N/A" could have an overall effect on trends since this chart looks at the past two years
  • The "Good" or "Bad" trend comes from how data changed over time
    • If Recovered Clients in a Year is higher in 2022 than 2021, this will count as a "Good" trend

What if data is missing for a certain month?

  • Potential causes for this:
    • Older data before your clinic started with PetDesk is unavailable
    • An issue with your server or your PIMS occurred (ex. offline for a month)
    • Management Report didn't run as expected for that specific month (Contact Support for help!) 

Reach out to your dedicated Customer Success Manager
for further assistance digging into this report.

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