http://m.getsatisfaction.com/topics/7730039 Introducing Front Desk Insights 2018-09-26T07:29:00Z 2018-05-03T07:16:31Z 7730039 http://m.getsatisfaction.com/topics/7730039 7730039 Introducing Front Desk Insights 2018-09-26T07:29:00Z 2018-05-03T07:16:31Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 We are excited to announce Front Desk Insights, a new reporting dashboard that allows users to create customisable widgets and present their practice management data as graphs, tables and KPI metrics. This online application is available to Front Desk users at no cost and provides live business intelligence, offering clear and flexible feedback on day-to-day business operations.<br /><br />Front Desk Insights will be released tomorrow along with new versions of Front Desk and the Web Appointment Book.&nbsp;<br /><br /><img src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1728174/3184-1mdb3vh_inline.PNG?1525331737" title="Image: https://d2r1vs3d9006ap.cloudfront.net/s3_images/1728174/3184-1mdb3vh_inline.PNG?1525331737" /> article 14 8 6 comment http://m.getsatisfaction.com/topics/7730039/replies/19500261 http://m.getsatisfaction.com/topics/7730039 19500261 Premier Sports & Spinal Medicine Owner responded to "Introducing Front Desk Insights" 2018-05-03T07:24:26Z 2018-05-03T07:24:26Z Premier Sports & Spinal Medicine Owner http://m.getsatisfaction.com/people/7407755 https://www.gravatar.com/avatar/e45cd9ccc83ccb84e5f4ce422de37984?d=identicon&s=55&r=PG premier_sports_spinal_medicine_owner Omg. Im excited to see this happening. 1 http://m.getsatisfaction.com/topics/7730039/replies/19500457 http://m.getsatisfaction.com/topics/7730039 19500457 corinne responded to "Introducing Front Desk Insights" 2018-05-03T11:18:04Z 2018-05-03T11:18:04Z corinne http://m.getsatisfaction.com/people/7432234 https://www.gravatar.com/avatar/732fdad2e3ee8a21eab4a74740ccc693?d=identicon&s=55&r=PG corinne_7126307 This is great. Thank you 0 http://m.getsatisfaction.com/topics/7730039/replies/19501773 http://m.getsatisfaction.com/topics/7730039 19501773 melanie responded to "Introducing Front Desk Insights" 2018-05-03T20:52:55Z 2018-05-03T20:52:55Z melanie http://m.getsatisfaction.com/people/9572909 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11242731/006_medium.JPG melanie_50dylt4a3pz6z This is great. The examples show data relating to appointment types and totals. Will there be the ability to build graphs based on patient demographics? For marketing purposes it would be great to be able to graph patients into age, gender etc. 0 http://m.getsatisfaction.com/topics/7730039/replies/19502168 http://m.getsatisfaction.com/topics/7730039/replies/19501773 19502168 Timothy responded to "Introducing Front Desk Insights" 2018-05-04T00:13:21Z 2018-05-04T00:13:21Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 Hi Melanie. The first version of Front Desk Insights, due out later today, has 6 highly configurable widgets that focus on appointment, billing and stock data. In the near future, we will be adding more widgets that focus on other types of Front Desk data. Please feel free to add your suggestions below once you've had a chance to setup Front Desk Insights.&nbsp; 0 http://m.getsatisfaction.com/topics/7730039/replies/19502613 http://m.getsatisfaction.com/topics/7730039 19502613 Timothy responded to "Introducing Front Desk Insights" 2018-05-04T07:28:25Z 2018-05-04T07:28:25Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 Hi all. Front Desk v18.1.5 and Web Appointment Book &amp; Front Desk Insights v7.0.0 are now available to download from the <a href="https://www.smartsoft.com.au/support/" rel="nofollow" target="_blank" title="Link https//wwwsmartsoftcomau/support/">Support section</a> of the Smartsoft website. Please <a href="http://www.smartsoft.com.au/docs/InsightsUserGuide.pdf" rel="nofollow" target="_blank" title="Link http//wwwsmartsoftcomau/docs/FrontDeskInsightsUserGuide10pdf">click here to read the Front Desk Insights User Guide.</a><br /><br />As the Front Desk Insights dashboard is a new product, we recommend that you have a play around and familiarise yourself with it. We welcome any feedback regarding this new and exciting product. 0 http://m.getsatisfaction.com/topics/7730039/replies/19615088 http://m.getsatisfaction.com/topics/7730039/replies/19502613 19615088 Sondra Locke responded to "Introducing Front Desk Insights" 2018-07-02T03:27:55Z 2018-07-02T03:27:55Z Sondra Locke http://m.getsatisfaction.com/people/7426888 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10486067/photo_medium.jpg sondra_locke Hi Timothy,<br /><br />Awesome work with Insights - I love it! And so easy to use. <br /><br />Just a question - it looks like billings doesn't take write offs into consideration? Could this be looked into please?<br /><br />Thanks :) 0 http://m.getsatisfaction.com/topics/7730039/replies/19615125 http://m.getsatisfaction.com/topics/7730039/replies/19502613 19615125 Timothy responded to "Introducing Front Desk Insights" 2018-07-02T04:02:41Z 2018-07-02T04:02:41Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 Hi Sondra. We're glad to hear that you're liking the Insights Dashboard! We have a number of new widgets and features planned for the future, including filtering of write-offs and reductions from billing-related widgets. Look for this in a future upgrade. 0 http://m.getsatisfaction.com/topics/7730039/replies/19638559 http://m.getsatisfaction.com/topics/7730039 19638559 Renee responded to "Introducing Front Desk Insights" 2018-07-14T10:21:27Z 2018-07-14T10:21:27Z Renee http://m.getsatisfaction.com/people/9714343 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11294187/Squarelogosmallavatar_medium.PNG renee_9fx2wk73m1qge Thank you so much for developing insights!!&nbsp; I have just set up our KPI dashboards and not only is it a great graphical interface for visual people like myself, but it's going to save management time in exporting and manipulating data.&nbsp; Instead, it's all right there updated in real time and presented in an easily understandable format.<br /><br />One suggestion I have so far is for grouping of appointment types.&nbsp; Our practice has a different new patient appointment type for each location as the therapists like things to be colour coded by location rather than appointment type, so if I could group all of the "new patient" appointments that would be great for reporting.<br /><br />Really looking forward to seeing what new widgets are coming! 3 http://m.getsatisfaction.com/topics/7730039/replies/19641263 http://m.getsatisfaction.com/topics/7730039/replies/19638559 19641263 Timothy responded to "Introducing Front Desk Insights" 2018-07-16T06:41:03Z 2018-07-16T06:41:03Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 Hi Renee. Thank you for your feedback on the Insights Dashboard. Over&nbsp;the years we've added item code and&nbsp;reporting groups, and we see appointment type groups as a logical progression of this.&nbsp;We've added this to our development to include in a future upgrade :) 0 http://m.getsatisfaction.com/topics/7730039/replies/19710717 http://m.getsatisfaction.com/topics/7730039/replies/19501773 19710717 Darren responded to "Introducing Front Desk Insights" 2018-08-22T04:54:29Z 2018-08-22T04:54:29Z Darren http://m.getsatisfaction.com/people/7422753 https://www.gravatar.com/avatar/79ecfe3067cccee0101e43764af00c93?d=identicon&s=55&r=PG darren_7116842 Would be good to download data into a CSV file for further analysis. 0 http://m.getsatisfaction.com/topics/7730039/replies/19774923 http://m.getsatisfaction.com/topics/7730039 19774923 Renee responded to "Introducing Front Desk Insights" 2018-09-26T06:19:26Z 2018-09-26T06:19:26Z Renee http://m.getsatisfaction.com/people/9714343 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11294187/Squarelogosmallavatar_medium.PNG renee_9fx2wk73m1qge I am very keen to use insights to provide our therapists with their weekly KPIs as I like the graphical interface and real time information.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />I am using the billing totals widget with a target figure to do this and doing one widget per practitioner to produce this report.&nbsp; I am using the "gauge" display to show the percentages, but I would like to show it without the target figure showing, as each therapist is different based on the hours they work per week.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Is there a way I can make this show the gauge without the actual dollar amounts showing?&nbsp; If not, maybe a future feature can have a toggle to show figures on/off. 0 http://m.getsatisfaction.com/topics/7730039/replies/19774968 http://m.getsatisfaction.com/topics/7730039/replies/19774923 19774968 Timothy responded to "Introducing Front Desk Insights" 2018-09-26T07:09:56Z 2018-09-26T07:09:56Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 Hi Renee. Thank you for your kind words regarding the potential of the Insights Dashboard. Make sure you <a alt="" href="https://community.smartsoft.com.au/smartsoft/topics/front-desk-pre-release-upgrades-25-september-2018" name="" rel="nofollow" target="" title="Link httpscommunitysmartsoftcomausmartsofttopicsfront-desk-pre-release-upgrades-25-september-2018" type="" value="">check out the latest upgrades</a>, which include new practitioner utilisation and patient visit average widgets.<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />Regarding gauge widgets, we're not sure whether hiding the target amount would make much difference as you would be able to calculate the target by comparing the current value against the current percentage. Perhaps the text based widget (shown below) would be more suitable for this information instead of the gauge?<br alt="" name="" rel="" target="" title="" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" /><img alt="" name="" rel="" src="https://d2r1vs3d9006ap.cloudfront.net/s3_images/1753651/RackMultipart20180926-118886-9650nt-Capture_inline.PNG?1537943223" target="" title="Image httpsd2r1vs3d9006apcloudfrontnets3_images1753651RackMultipart20180926-118886-9650nt-Capture_inlinePNG1537943223" type="" value="" /><br alt="" name="" rel="" target="" title="" type="" value="" />If you're concerned about practitioners seeing their colleagues' targets, you can restrict access on a per dashboard basis in Front Desk from System &gt; Security &gt; Access &gt; Insights.<br alt="" name="" rel="" target="" title="" type="" value="" /> 0 http://m.getsatisfaction.com/topics/7730039/replies/19774976 http://m.getsatisfaction.com/topics/7730039/replies/19774923 19774976 Renee responded to "Introducing Front Desk Insights" 2018-09-26T07:20:28Z 2018-09-26T07:20:28Z Renee http://m.getsatisfaction.com/people/9714343 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/11294187/Squarelogosmallavatar_medium.PNG renee_9fx2wk73m1qge Thank you so much for the quick response.&nbsp; The upgrades sound very exciting!<br /><br />I moreso wanted to hide all of the figures so they do not see any dollar amounts on the graph at all, but just the percentage.&nbsp; I do have each practitioner set up with their own dashboard which is another very handy feature. 0 http://m.getsatisfaction.com/topics/7730039/replies/19774988 http://m.getsatisfaction.com/topics/7730039/replies/19774923 19774988 Timothy responded to "Introducing Front Desk Insights" 2018-09-26T07:29:00Z 2018-09-26T07:29:00Z Timothy http://m.getsatisfaction.com/people/7410868 https://d2r1vs3d9006ap.cloudfront.net/public/uploaded_images/10481383/FullSizeRender2_medium.jpg tim_7104970 Thanks Renee. Our feeling is that it's important for the practitioner to know what their target is, but we're happy to have a think about this :)<br alt="" name="" rel="" target="" title="" type="" value="" /> 0