Dashboard metrics help you review clinical activity, patient engagement, treatment trends, and financial performance.
Go to Home > Dashboard, then choose a category. The metrics you see depend on your data, account, and permissions.
In this guide, we'll cover:
Clinic Overview
Client Status & Demographics
Session Data
Client Engagement
Diagnostic Treatment
Medical Billing
Filtering by clinician
Clinic Overview
This category can show:
Total Active Clients
Total Clinicians
Average Caseload / Clinician
Collected Revenue
Use the Collected Revenue chart to review revenue over time. Practice users with the right permissions can use Filter by Clinician.
Client Status & Demographics
Status Monitoring: Changes in New and Inactive patient counts over the selected period.
Coverage Distribution: Patients with Insurance or Private Pay.
Gender Distribution: Patients grouped by recorded gender.
Age Distribution: Patients grouped by age range.
Session Data
This category can show:
Average Sessions per Client
Average Session Duration
Average Clinical Hours Filled / Week
Total Session Hours
Use these metrics to review session frequency and clinical workload.
Client Engagement
This category can show:
Onboarding → First Meeting: Average time between onboarding and the first appointment.
Openings Forecast: Upcoming availability.
Average Visit Intervals Between Sessions: Average time between appointments.
Flourishing Scale Completions / Client
Onboarding Forms Completion
Assessment Completion
Diagnostic Treatment
This category can show:
Average Flourishing Scale at Intake: The average intake score.
Diagnosis Distribution of Active Clients: Diagnoses across active patients. Select See More when available.
Treatment Plan Stats: Patients with signed, unsigned, or no active treatment plan.
Medical Billing
This category can show:
Days: Service → Billing
Days: Billing → Payment
Total Revenue
Collected Revenue
Pending Revenue
Claim statuses such as Accepted, In Progress, and Denied/Rejected
Invoice statuses such as Paid and Unpaid
Network Payer Mix
Use the time-period controls when available. Revenue can be grouped by Insurance and Private Pay.
Filtering by clinician
In practice view, select Filter by Clinician to choose one or more clinicians. The Dashboard updates to show data for your selection.