This article explains the Practice Insights report, which highlights key metrics that demonstrate the effectiveness of Artera across your Practice(s) while helping you discover opportunities for improvement. NOTE: The Practice Insights report will only display data in your production environment.

Click here to learn about the Enterprise Insights report. NOTE: User access to Practice Insights is determined by the Analytics Permission set at the default level. Click here to learn more about Permissions.

Accessing the Practice Insights Report

1. Select Insights from the Navigation Bar
   
   

2. Select Practice Insights
   

Practice Insights Report Filters

Users can filter their Practice Insights report to view data across selected Practices. Users will only be able to see data for the Practice(s) they have access to. A timeframe filter is also available to help narrow or expand the time range of the data they would like to assess.

By default, the Practice Insights report displays data for the last 7 days. The available time frame options are:

• Last 7 Days

• Last 30 Days

• Is between (enter Start and End date)

• Is on (enter a date)

Appointment Reach Summary

1. Total Appointments: Displays the distinct count of total appointments, for the selected Practice(s), within the selected timeframe

2. Appointments Reached: Displays the distinct count of appointments, within the selected Practice(s),  for which a Trigger was sent within the selected timeframe

3. Response Rate: Displays the count of "confirm," "cancel," and "reschedule" responses to appointment reminders over the total count of appointment reminders sent within the selected timeframe.

4. Confirmation Rate: Displays the count of "confirm" responses to appointment reminders over the total count of appointment reminders sent within the selected timeframe. 

Communications by Type

This chart displays the count of messages by type, sent in the selected Practice(s), within the selected timeframe.

Patients Reached vs. Communications Sent

This chart displays the amount of daily messages sent from the Practice and the amount of unique patients reached in the selected timeframe.

Patient Response Time Summary

This displays the count of Patient Channels left open for greater than one hour or greater than one day, along with the percentage of Patient Channels left open for greater than one hour or greater than one day. 

PRT By Line: Open >1 Hour 

This table displays the total count of Patient Channels opened and closed in the selected timeframe, the total count of Patient Channels left open for more than 1 hour, and the percentage of Patient Channels left open for more than 1 hour, broken down by line.

PRT By Line: Open >1 Day 

This table displays the total count of Patient Channels opened and closed in the selected timeframe, the total count of Patient Channels left open for more than one day, and the percentage of Patient Channels left open for more than 1 day, broken down by line.

Admin Messaging Breakdown

This chart displays the total count of manual messages sent by Staff Users in the selected timeframe.

High Volume Patients

This displays the names of patients who have received more than 5 outbound messages in the same day, within the selected timeframe, along with the breakdown of Message Types (Message Class) they received.

1. Clicking on a patient’s row will present the user with an “Open Unified Communication Profile” link. Selecting this will open a new tab for the user displaying the Patients Area. 

FAQs

1. Can we restrict who has access to the Practice Insights report?
   No, not at this time. All Artera users will have access to the Practice Insights report.

2. Can users view the Practice Insights report for Practices they do not have access to?
   No, users will only be able to view the Practice Insights report for the Practice(s) they have access to. 

3. Our Practice is interested in additional Artera reporting. Where can we learn more?
   If you are an Analytics Plus customer, select the Open Artera Analytics Plus tab on the Insights page to be routed to Analytics Plus for additional reporting needs.
   
   
   If you are not an existing Analytics Plus customer but are interested in additional Artera reporting, connect with your Customer Success Representative for details on Analytics Plus.