Consult Conversion Tracking
Consultation counts, booking rates, and revenue opportunity by provider
Consult Conversion Flow
Consult Conversion Summary by Provider
| Provider | Practice | Location | Consults | Booked Not Yet Complete | Completed Anytime | % Booked or Completed | Booked Appt Value | Realized Revenue | # of Consults to Convert | Addl Rev at Target |
|---|
Consult Count by Provider — Weekly
| Week | Provider | Practice | Location | Consults | Booked Not Yet Complete | Completed Anytime | % Booked or Completed | Booked Appt Value | Realized Revenue | # of Consults to Convert | Addl Rev at Target |
|---|
Consults & Booking Rate — Monthly
Consults Without Follow-Up — Patient Outreach Tracker
Patients who had a consultation but have not yet booked or completed a follow-up appointment. Check boxes to track outreach — data saves to your browser automatically.
| Patient Name | Consult Date | Provider | Practice | Location | Phone | Consult Type | Call | Text | Reached | Booked | Notes |
|---|
Metric & Chart Definitions
Summary Card Definitions
The total number of consultation appointments completed by providers in the selected period and filters.
Percentage of consults that resulted in a follow-up appointment being booked within 30 days. Formula: Booked Anytime / Consults.
Percentage of consults where the follow-up appointment was both booked and completed within 30 days. Formula: Completed Anytime / Consults.
Percentage of consults that resulted in a follow-up appointment booked on the same day as the consult. Formula: Booked Same-Day / Consults.
Total dollar value of appointments that were booked as a result of consultations. This represents booked (pending or completed) appointment value, not realized revenue.
The incremental revenue that could be realized if all providers reached the target conversion rate, based on each provider's average visit value.