Dashboard Configuration Guide

Billing period metrics | Analytics filters and export | Performance and interaction charts | Example | Before going live

The Dashboard serves as the central analytics and key performance indicator (KPI) hub for FrontOffice+. It provides real-time visibility into account usage during the current billing period, estimated administrative time saved, and overall performance across patient communication workflows.

Billing period metrics

The upper section (During this billing period) displays global indicators for your active subscription:

• Appointments: Displays the number of appointments managed relative to the plan limit (for example, 0 / 1000).
• Percentage: Shows the percentage of the total appointment limit used.
• Billing Cycle: Displays the active date range for the current billing period.
• Paying Plans: Indicates the account's assigned plan type.
• Minutes Saved: Estimates staff time saved, calculated at 5 minutes per processed appointment.

Analytics filters and export

Customize data views and generate reports using specific parameters:

• Workflow: Filter analytics by specific operational workflows, such as Outreach.
• Shown by & Period: Adjust timeframes between Day, Week, or Month views, and move between date ranges using the arrow controls.
• Download CSV Report: Export filtered performance data into a CSV file for offline analysis or internal reporting.

Performance and interaction charts

Visual charts break down patient engagement and appointment outcomes in detail:

• Contactability: Measures the ratio of reachable vs. unreachable patients.
• Attendance Rate: Categorizes patient attendance status (Showed up, Rescheduled or cancelled, Didn't show up).
• When a Patient Declines: Analyzes patient responses when declining an appointment (Wanted to reschedule, Only declined, Gave feedback).
• Rescheduled by FrontOffice+: Tracks appointments rebooked by FrontOffice+ following a no-show, decline, or bump or cancellation.
• Response Rate: Shows patient interaction rates with FrontOffice+'s automated messages.
• Outcomes Summary: Summarizes overall appointment final statuses, such as Confirmed, Bumped, Declined, No Show, Reminded, and Rescheduled.

Example

• Scenario: A clinic manager needs to evaluate weekly confirmation performance and save a copy for records.
• Action: Select Outreach under Workflow, set Shown by to Week, select the date range, and review the Response Rate and Outcomes Summary charts.
• Outcome: Select Download CSV Report to export the detailed metrics file.

Before going live

Confirm:

• Monitor plan limits: Check the Appointments usage counter regularly to prevent exceeding plan limits before the billing cycle ends.
• Review contactability: Inspect the Contactability chart to identify issues with invalid phone numbers or failed message delivery.
• Archive reports: Download CSV reports at the end of every billing cycle to maintain historical performance records.