Appointments → Revenue: Building a Clinic Analytics Dashboard for PatientIQ

Client Profile

• Name: PatientQ

• Background: USA-based client

• Domain: PatientIQ provides a cloud-based software platform that integrates with Electronic Health Records (EHR) systems to help health systems, specialty practices, and medical device companies systematically collect, manage, and analyze patient-reported outcomes (PROs) data.

Appointments & Revenue Performance Dashboard

The Appointments Dashboard provides a comprehensive view of clinic operations by combining appointment volume, revenue performance, and practitioner efficiency into a single analytical layer. It tracks total appointments, prepaid appointments, rebooked patients, and total gross revenue, enabling clinic owners to monitor both operational flow and financial outcomes. Revenue breakdowns by provider, service, and patient highlight top-performing practitioners and high-value treatments, while appointment status analysis (completed, cancelled, no-show, scheduled) reveals operational leakage points. This dashboard is critical for understanding how appointment management directly impacts revenue generation and resource utilization within a healthcare practice

This dashboard focuses on practitioner performance and patient engagement patterns. It analyzes appointment counts per practitioner, prepaid appointment distribution, recurring patient visits, and patient visit frequency to identify loyalty trends and repeat business drivers. By surfacing which practitioners generate recurring patients and prepaid bookings, the dashboard supports data-driven decisions around scheduling, incentive structures, and capacity planning. It also helps clinic management understand patient retention behavior, making it a key component for improving long-term revenue stability and patient satisfaction

Leads & Conversion Operations Dashboard

The Leads Dashboard delivers end-to-end visibility into lead acquisition, handling, and conversion performance. It tracks total leads, new leads, conversions, and lead sources (website, social, etc.), providing clarity on marketing effectiveness. Employee-level analysis shows how leads are handled across statuses (new, in progress, converted, not interested), supported by call volume, call duration, and messaging activity. This dashboard enables clinic managers to evaluate sales and front-desk efficiency, identify conversion bottlenecks, and optimize lead follow-up processes to maximize appointment bookings and revenue