PatientIQ provides a cloud-based software platform that integrates with Electronic Health Records (EHR) systems, helping health systems, specialty practices and medical device companies systematically collect, manage and analyze patient-reported outcomes data. This project brought that same analytical rigor to their clients' day-to-day clinic operations.
Appointments & Revenue Performance Dashboard
Combines appointment volume, revenue performance and practitioner efficiency into a single analytical layer — tracking total appointments, prepaid appointments, rebooked patients and total gross revenue, so clinic owners can monitor operational flow and financial outcomes together. 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 exactly where operational leakage is happening.
A companion view analyzes practitioner performance and patient engagement — appointment counts per practitioner, prepaid appointment distribution, recurring patient visits and visit frequency — surfacing which practitioners generate recurring patients and prepaid bookings. That informs scheduling, incentive structures and capacity planning, and helps clinic management understand the patient-retention behaviour behind long-term revenue stability.
Leads & Conversion Operations Dashboard
Delivers end-to-end visibility into lead acquisition, handling and conversion performance — total leads, new leads, conversions and lead sources (website, social and more) for clarity on marketing effectiveness. Employee-level analysis shows how leads move across statuses (new, in progress, converted, not interested), supported by call volume, call duration and messaging activity, so clinic managers can evaluate front-desk efficiency and optimise follow-up to maximise bookings and revenue.
