Leadership and data · Live demo
Weekly KPI briefing for allied health clinic groups
Sends the owner and managers a Monday briefing with last week's appointments, revenue invoiced, new patients, utilisation by clinic and service, and the week before for comparison.
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Riverbend Allied Health is made up. Ava is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.
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The problem
The weekly numbers live in a Power BI report only the finance manager opens. Managers hear about a drop in new patients a month later, at the board meeting.
How it works
- Pulls last week's figures from Power BI and Cliniko every Monday
- Shows appointments, revenue, new patients, utilisation and cancellations
- Breaks utilisation down by clinic and by service
- Puts the week before beside each figure
- Reports the numbers without opinions or recommendations
What it connects to
- Ben (finance manager)Ava, how did last week compare to the week before?
- AgentHi Ben. Last week was 3,410 appointments and AUD 412,600 invoiced, up from 3,320 and AUD 401,900. New patients were 268, down from 291. Utilisation was 81 percent, the same as the week before.
- Ben (finance manager)Should we cut the ad budget then, if new patients are down?
- AgentThat's a decision for you and Claire Donovan, so I won't suggest an answer. I can break new patients down by clinic and by how they found us, if that helps you both decide.
Illustrative conversation. Names, numbers and details are made up.
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