For use with all NexHealth products
Overview
View in-platform analytics
You can gather insights about how your practice is performing and using NexHealth through two different approaches.
1. Go to Gear icon → Analytics.
You can find this at the top right of NexHealth. |  |
2. Switch between tabs to see different sets of data.
You can view analytics directly within NexHealth by switching between the tabs at the top of the Analytics page:
Appointments (Booked in office / online and status)
Reminders (Reminders Sent / Reminders Confirmed)
Patients (New / Active / Inactive)
Patient Satisfaction (Total Reviews / Avg Review Score)
Recall Messages (Emails / SMS)
Cancelled Follow-ups (Emails / SMS)
No-Show Follow-ups (Email / SMS)
3. Use the Week dropdown menu to select a time frame.
By default, the report is for the past 7 days, but you can adjust this time frame.
4. Click CSV, then CSV again, to download a CSV.
Click the download CSV to download a CSV of data from that tab.
Common questions you can answer with data
Downloading data can help answer questions about your practice such as:
What’s the value of Reminders?
Does the timing of sending a Reminder impact no-show rates?
Should I adjust my reminder cadence?
What are basic trends in Appointments month-over-month?
How many appointments have been booked online?
When are they being scheduled?
What is the no-show rate for appointments scheduled online?
How does this compare location-by-location? If there are differences, is booking…
…set up correctly?
….only available for some locations?
How many people are unsubscribed from communications?
For any period of time, and/or by location or all locations, how many of each of the following does the practice have?
Total appointments
Total appointments booked via NexHealth (vs not)
Total appointments
Total appointments by appointment type
Show rate
Show rate by confirmation status
Cancel rate
Cancel rate by confirmation status
Missed appointment rate
Missed appointment rate by confirmation status
New patient bookings
For any period of time, and/or by location or all locations:
What is the total money processed through NexHealth?
What’s the total money by method (online widget vs payment request vs manual payment vs charge card on file)?
What are the sync timestamps (for ledger sync users)?
Has a specific user has made payments (if joined with the Patient table)?
Can I see patient information by insurance carriers?