Using the Clinician snapshot page

The Clinician snapshot Insights page provides a summary of key metrics for each clinician in your practice. To access this page, navigate to Analytics > Insights > Clinician snapshot.

Note: Clinician snapshot is only available for practices with multiple clinicians.

In this guide, we’ll cover: 

• Viewing the Clinician snapshot in card view
• Using the Dive deeper option in card view
• Viewing the Clinician snapshot in table view
• Filtering and exporting the Clinician snapshot

To learn about other Insights pages and metrics, see Introducing the Insights tab.

Note: This feature is being released in phases. If you currently don't see this feature in your account, it'll become available as the rollout continues.

Viewing the Clinician snapshot in card view

By default, the Clinician snapshot appears in card view. Each clinician’s card shows their current values for the following metrics:

• Average weekly completed sessions
• Overall cancellation & no show rate
• Retention rate
• Average time to complete notes

Note: At this time, there’s no way to change which metrics appear in the Clinician snapshot.

If you view the Clinician snapshot in a weekly or monthly timeframe, Retention rate and Average weekly completed sessions aren’t available, as these metrics only support quarterly and yearly timeframes.

To change the selected timeframe, see Filtering and exporting the Clinician snapshot.

Metric tooltips

You can hover over a metric to view: 

• The clinician’s current value for the selected timeframe 
• How much the value increased or decreased since the previous equivalent timeframe
  • For example, when viewing This month, the tooltip compares the current value with last month’s value
• The option to Dive deeper into the metric
  • For more information, see Using the Dive deeper option in card view

If you hover over a clinician’s Overall cancellation & no show rate, you can view the following for each missed appointment status:

• The total number of appointments under that status
• The percentage of the clinician’s appointments under that status

If you hover over a clinician’s Average time to complete notes, you’ll view multiple Time to complete windows (e.g. 0-1 days, 1-2 days). For each window, you can view the number and percentage of progress notes completed within that window. The percentage is calculated out of all progress notes completed for sessions scheduled for a date in the selected timeframe.

Using the Dive deeper option in card view

Select Dive deeper when hovering over a metric to view more information on the corresponding Insights page.

Viewing the Clinician snapshot in table view

To switch to table view, click the five horizontal lines in the top right corner of the Clinician snapshot page.

Table view shows the same metric information as card view, organized into columns for easier comparison across clinicians. It also includes each clinician’s name and start date.

Note: To change the selected timeframe, see Filtering and exporting the Clinician snapshot.

To return to card view, select the two horizontal lines in the top right corner of the page.

Filtering and exporting the Clinician snapshot

Use the dropdowns in the top left corner of the page to filter data for a selected timeframe and clinicians.

The following timeframes are available for the Clinician snapshot: 

• Last week
• This month
• Last month
• This quarter
• Last quarter
• This year
• Last year

Note: The Retention rate and Average time to complete notes metrics aren’t available when viewing the Clinician snapshot in a weekly or monthly timeframe. 

To export the Clinician snapshot, click Manage report > Export, then select Download CSV or Download XLSX.