Enterprise Reporting is here to help you track data that provides real value to your practice. With this reporting tool, you can make data-driven decisions, streamline campaign management, improve patient engagement, and evaluate outcomes over time.
Enterprise Reporting Logic: Appointments shown in Insights and Enterprise Reporting represent appointments in the RevenueWell schedule. To ensure all PMS appointments appear accurately, the Scheduling 'PMS Sync' setting must be enabled. If PMS sync is not enabled, use one of the standard RevenueWell workflows to ensure accuracy: approve appointments within RevenueWell or utilize Direct Scheduling.
To Access Enterprise Reporting:
- Log in to the Enterprise Admin Portal.
- Locate the menu option at the bottom titled "Reporting".
- Click "Reporting" to open the Enterprise Reporting feature.
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The Campaign Effectiveness Report helps practices measure how well their marketing campaigns are driving patient engagement, appointments, and revenue. By tracking outcomes from both automated and custom campaigns, this report connects your communication strategy directly to patient activity and financial results.
This report is valuable because it allows practices to:
- Evaluate which campaigns are most effective in bringing patients back for care.
- Understand how targeted outreach impacts appointment scheduling and revenue.
- Identify opportunities to improve messaging, timing, or segmentation for stronger results.
In short, it provides a full picture of how your outreach efforts translate into measurable business impact.
To open the Campaign Effectiveness report:
- Log in to the Enterprise Admin Portal.
- Click the Reporting tab.
- Enter the Reports section.
- Under Communication Analytics, open Campaign Effectiveness.
Here, you will see:
Key Indicators
- Campaigns - Number of automated and custom campaigns sent during the reporting period.
- Patients - Count of patients targeted during reporting period - no change.
- Appointments - Number of completed and future appointments scheduled from campaigns sent during the reporting period.
- Conversion Rates - Rate of appointments scheduled for targeted patients. – no change.
- Revenue - Revenue attributed to the completed appointments from campaigns sent during the reporting period.
To the right of the numbers, practices will see month-over-month, quarter-over-quarter, and year-over-year trend arrows in green or red:
- Green = Positive change compared to the previous month (e.g., more reactivations or higher retention).
- Red = Negative change compared to the previous month (e.g., fewer new patients or higher loss rate).
These quick visual indicators make it easy to spot whether the practice is improving or if additional follow-up is needed.
Charts & Tables
Below the summary metrics, the report displays two key visual charts for a quick performance snapshot:
- Campaigns Sent & Patients Targeted – See how many campaigns were distributed and how many patients were reached.
- Appointments Scheduled & Revenue Generated – Visualize how campaign engagement translates to actual appointments and income.
Further down, you’ll find a detailed Send Statistics table with insights into each campaign’s performance.
This includes:
- Campaign – Campaign name or identifier.
- First Sent Date – The initial date the campaign was launched.
- Comms Sent # – Total number of communications sent within that campaign.
- Appointment Requests # – Number of appointment requests received in response.
- Appts # – Number of those requests that resulted in appointments.
- Comms/Appt – Average number of communications sent per scheduled appointment.
- Revenue – Total revenue attributed to appointments booked through the campaign.
- Revenue/Comm – Average revenue generated per communication sent.
- Revenue/Appt – Average revenue generated per appointment booked.
The Campaign Communication Performance report helps you understand how your outbound campaigns are performing over time—beyond just volume sent. By combining key indicators with month-to-month trends and detailed campaign metrics, you can quickly evaluate engagement, conversion to appointments, and downstream revenue impact. These insights make it easier to identify what’s working, where engagement may be dropping off, and which campaigns are driving meaningful patient action.
Use the Key Indicators & Month-to-Month Graphs to monitor overall performance trends, and the Campaign Details Chart to analyze individual campaigns more deeply—linking communication activity to visits, revenue, and opt-out behavior for a complete performance view.Key Indicators & Month-to-Month Graphs
- Campaigns Sent - The total number of auto communications and custom campaigns that have been sent to recipients during a specific period. This does not include appointment reminders and requests.
- Email Open Rate - The percentage of delivered emails with open status divided by the total number of emails sent.
- Email Click Through Rate - The percentage of delivered emails where recipients clicked on at least one link.
- Conversion Rate - The percentage of recipients who received a communication and have a future appointment on the schedule.
- Unsubscribe / Opt Out Rate - The percentage of recipients who unsubscribed from at least one communication type or opted out of text communication.
Campaign Details Chart
- Total Sent - The total number of emails sent, including those that may bounce or fail delivery.
- Visits – The number of appointments scheduled attributed to a campaign using link tracking.
- Revenue – The production value of appointment transactions on the same day as the appointment for patients associated with appointments attributed to campaigns.
- Avg Revenue Per Appointment – Revenue associated with campaigns divided by appointments attributed to the campaign.
- # Opt Out – Count of patients who opted out of a text communication.
- # Unsubscribe – Count of patients who unsubscribed from any email communication.
- # Email Bounce – Count of emails that could not be delivered to the recipient’s inbox.
- # Email Spam – Count of emails labeled as spam.
- # Email Error – Count of emails with a failure message generated when an email can’t be processed or delivered.
The Channel Lead Conversion Report provides a detailed view of how effectively your practice’s communication channels are driving patient engagement and booked appointments. It helps identify which channels—like Patient Connect, RW Campaigns (RevenueWell Custom Campaign), or RW Communication (RevenueWell Automated Communication)—are performing best, where patients are most responsive, and where there may be opportunities to improve follow-up or outreach strategies.
This report is valuable because it connects marketing activity directly to measurable outcomes, allowing practices to:
- Understand which communication methods generate the most appointment requests.
- Track how efficiently those requests convert into scheduled appointments.
- Optimize channel usage to boost patient conversion and retention over time.
To open the Channel Lead Conversion Performance report:
- Log in to the Enterprise Admin Portal.
- Click the Reporting tab.
- Enter the Reports section.
- Under Communication Analytics, open Channel Lead Conversion Performance.
Here, you will see:
Key Indicators
- Channel Utilization – Percent of available communication channels your practice is actively using.
- Appointment Requests – Total number of submitted appointment request forms.
- Appointments Scheduled – Number of requested appointments that were confirmed.
- Conversion – Percent of appointment requests that turned into scheduled appointments.
- Avg Days to Appt – Average time (in days) between a request and the actual appointment date.
Channel Breakdown Charts
Below, view tables showing Appointments Requested and Appointments Scheduled by channel, including:
- Patient Connect
- RW Campaign (RevenueWell Custom Campaign)
- RW Communication (RevenueWell Automated Communication)
Additionally, see all the Appointment Request Details in a table below:
These breakdowns allow you to compare performance across communication methods and to prioritize the channels that drive the most confirmed appointments.
To open the AI Attract Analytics report, users will:
- Log in to the Enterprise Admin Portal.
- Click the Reporting tab.
- Enter the Reports section.
- Under Appointment Analytics, open AI Attract Analytics.
AI Analytics gives visibility into how the AI agent is performing and the impact it has on patient interactions. This data helps practices understand how AI contributes to scheduling, information collection, and patient engagement.
Key Metrics in the AI Insights Report
- AI Interactions – Total number of interactions initiated by the AI, regardless of success or failure.
- Appointments Requested – Number of appointment requests created (when direct scheduling is off).
- Appointments Scheduled – Total number of appointments successfully scheduled (direct or approved requests).
- Missing Information Collected – Number of missing info forms successfully completed.
- AI Success Rate – % of interactions where AI achieved the intended outcome (e.g., scheduling, rescheduling, missing info).
Breakdowns & Visuals
- AI Interactions by Outcome/Channel – Volumes and percentages by type (scheduling, rescheduling, cancellation, missing info) and channel (voice, SMS, chat).
- AI Interaction Outcomes Graph – Shows how interactions were resolved (e.g., successful request, general inquiry).
- AI Channel Utilization Graph – Compares interaction volume by channel.
Interaction Details Table
Each AI interaction includes:
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- Date/Time of interaction
- Channel (chat, voice, SMS)
- Interaction Type (e.g., scheduling, missing info)
- Patient Name (clickable link to patient profile)
- Patient Type (new or existing)
- Result (e.g., scheduled, failed)
- Transcript (click to view)
- Length of interaction
The Patient Analytics section provides key metrics to help practices understand patient engagement, growth, and retention over time. These insights help measure how well the practice is maintaining relationships with existing patients, attracting new ones, and reactivating those who have not visited recently.
- Active: Patients who have been seen within the last 18 months.
- New: Patients who are visiting the practice for the very first time.
- Reactivations: Patients who were considered inactive but have returned for care.
- Growth Rate: Sum of new patients and reactivated patients over total active patients at the start of the period.
- Lost: Patients who have not been seen in more than 18 months.
- Loss Rate: Patients lost during the period over the total active patients at the start of the period.
- Retention Rate: Active patients at the end of the period over active patients at the start of the period.
Beneath the summary metrics, practices will see month-over-month trend arrows in green or red:
- Green = Positive change compared to the previous month (e.g., more reactivations or higher retention).
- Red = Negative change compared to the previous month (e.g., fewer new patients or higher loss rate).
These quick visual indicators make it easy to spot whether your practice is improving or if additional follow-up is needed.
Patient Movement Trend Chart
The Patient Movement Trend Chart visualizes changes in patient activity over time, allowing practices to track how different patient categories are shifting month by month.
The chart includes:
- Reactivations
- New
- Lost
- Active
This chart helps to quickly see whether growth is coming from new patients, reactivations, or strong retention—and where potential patient loss may need to be addressed.
To Generate a New Report:
- Click the “Run Report” Button located on the Enterprise Reporting Main Menu.
- Select Report Details.
- Report: Choose the report type from the dropdown menu.
- Start Date: Select the start date.
- End Date: Select the end date.
- Click "Run" to start generating the report.
Report generation may take several minutes, depending on the data size and date range. The new report will appear in the Reports Table with a status of In Progress or Completed.
Reporting Dropdown Options:
Report Dropdown
- Select the type of report to search for or create.
- Note: Initially, only the "Campaigns & Auto Comms Stats" report is available.
Status Dropdown
Filter reports by their status:
- All Status: Includes all reports
- Completed: Shows only completed reports
- In Progress: Shows reports still being generated
The "Campaign & Auto Comms Stats" Report Provides:
- Statistics for all campaigns run by all locations you have access to within the selected date range.
- Differentiation between Basic Auto Comms and Custom Campaigns.
- Attributed visits and their total monetary value.
- Key performance metrics:
- Total messages sent via email and SMS.
- Errors, email read rates, bounce rates, and spam rates.
This data allows you to evaluate campaign performance, refine strategies, and enhance patient communication.
Reporting Definitions
Column Definition IdPractice RW Practice ID PracticeName Practice Name CampaignName Name of the specific campaign. Campaign names may be system-generated (e.g., Auto Comms) or custom. Type Indicates if the campaign is a Base Auto Comm or a Custom Campaign. Visits Number of visits attributed to the campaign. Value Total monetary value of visits attributed to the campaign. (Note: Some PMS systems may not provide this.) TotalSent Total number of email and SMS messages sent. SmsSent Total number of SMS messages sent. SmsError Number of SMS messages that returned an error. EmailSent Total number of emails sent. EmailRead Total number of emails that were read. EmailBounced Total number of emails that bounced. EmailSpam Total number of emails flagged as spam. EmailError Total number of emails that returned an error.
