Enterprise Reporting: Appointment Analytics

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.

1. 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:
    

   1. Log in to the Enterprise Admin Portal.
   2. Click the Reporting tab.
   3. Enter the Reports section.
       
   4. 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.

2. To open the AI Attract Analytics report, users will:
    

   1. Log in to the Enterprise Admin Portal.
   2. Click the Reporting tab.
   3. Enter the Reports section.
       
   4. 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: 

   •  
     • 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