7 Reports You Can Run to Help Plan Your Year

We’ve mentioned the significance of using real data in your decision-making, and Accuro’s reporting functions makes it easy to collect the information you need to put that into practice. Here are 7 reports to help optimize your practice for 2024.

The seven reports below can be generated using the Accuro Query Builder and Reports, offering valuable insights into your clinic and patient health.

Quick list:

1. Find missing email addresses

Being able to communicate with patients by email improves efficiency and overall connection, especially if your clinic uses Engage Patient Messaging and/or Ocean. With the Accuro Query Builder, you can quickly run a report to see all patients you don’t have emails for and flag them to be asked at their next check-in. CLICK HERE to get started.

2. Count no-shows

Doing an annual count of no-shows can help you identify recurring issues and patterns in appointment attendance and may offer insights into potential causes. With this information in hand, you can work to optimize scheduling to improve operational efficiency. This data can also be used for more effective budgeting and resource allocation based on anticipated appointment attendance. CLICK HERE to get started.

Looking to improve no-show rates in 2024? Here are some suggestions:

Paid options

Online Booking offers patients a convenient option and includes Appointment Notifications to help them remember scheduled appointments.
Appointment Notifications can also be added on its own.
Cliniconex Appointment Reminders

Free options

Use the Wait List to identify patients who are willing to come in on short notice and fill last-minute cancellations.
- CLICK HERE for our Aug 2022 webinar recording about using Wait List.
- CLICK HERE to view see WTL 212 Training Course in our Live-Training Catalogue, and learn how to use Wait List in about an hour.

3. Identify your active patients

Simplify your records by deactivating patients who haven’t been to your clinic in over a year. CLICK HERE to get started.

4. Run a query to mass-apply flu shots/vaccines to patient charts

If your clinic is planning a vaccine clinic this season, save yourself some documentation time by creating a query that mass-applies a vaccine, or quickly adds a note, into your patient charts. CLICK HERE to get started.

5. Check for outstanding invoices

Staying on top of outstanding invoices is essential for monitoring and managing your clinic’s financial health. This report helps you identify overdue balances, prioritize collections, and implement strategies to ensure consistent cash flow. CLICK HERE to get started.

6. Third Next Appointment report

Knowing how far Clinicians are booking specific types of appointments can show you when to add more spots for consults and when to stop making space for appointment types that aren’t being filled. Our Third Next Appointment report finds the third next appointment available for the selected Provider(s), based on appointment suggestion and appointment length. CLICK HERE to get started.

7. Average wait time for referral types

Understanding and effectively managing waitlist times is integral to providing quality healthcare, optimizing resource utilization, and maintaining a positive professional reputation for specialists across various disciplines. CLICK HERE to learn more about the Accuro Wait List, and how you can start monitoring important dates such as:

Date of Referral
Date of Surgical Consultation
Date of Surgery
Date of Results, and more!