Insights: Appointment Analytics

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.

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.

For AI customers, the AI Attract Analytics report provides visibility into how AI is engaging with prospective patients. This report highlights the volume of AI-driven interactions and the outcomes of those conversations, helping you understand how effectively AI is attracting, responding to, and converting patient inquiries. Use these insights to evaluate performance, identify trends, and optimize your AI-driven engagement strategy.

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).

AI Interactions by Outcome/Channel – Volumes and percentages by type (scheduling, rescheduling, cancellation, missing info) and channel (voice, SMS, chat).

AI Interaction Outcomes Graph – This graph shows the total number of AI interactions for the selected period and visually breaks down how these interactions were resolved - successful requests, successful general inquiries, successful missing information, etc. This visual gives users both an overall volume and a clear distribution of interaction results within that total.
AI Channel Utilization Graph – This graph shows the total number of AI interactions for the selected period and visually breaks down interactions by channel performed - chat, voice, and or SMS, highlighting which channel is used more often in AI interactions. 
 

Interaction Details Table –Each AI interaction includes: AI Interactions by Outcome/Channel – Volumes and percentages by type (scheduling, rescheduling, cancellation, missing info) and channel (voice, SMS, chat).AI Interactions by Outcome/Channel – Volumes and percentages by type (scheduling, rescheduling, cancellation, missing info) and channel (voice, SMS, chat).AI Channel Utilization Graph – Compares interaction volume by channel.

• 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