Number Cards
Three number cards show the most important counts in real time. They update automatically as the team records visits and creates invoices.Open Appointments
The number of visits that are currently scheduled but not yet completed. This includes visits that have been booked (Scheduled) and visits where the caregiver has arrived (Checked In) but has not yet finished and submitted the visit record. What to watch for: A high number late in the afternoon may mean caregivers have not submitted their visit records after finishing. Unsubmitted records mean incomplete patient documentation and missed billing.Total Patients Admitted
The number of patients currently marked as admitted. In a home care context, this is usually patients assigned to a bed or room at your facility (if you run a combination home-care and in-house care model). What to watch for: This should be zero for a purely home-visit model. If it shows a number, check whether there are inpatient records that have not been closed after discharge.Appointments to Bill
The number of completed visits and procedures that have not yet been invoiced. This is the most important daily number to watch. Target: Zero at the end of each business day. Any visit that has been completed and recorded in the system but not yet invoiced is money that has not been collected.
Dashboard Charts
Open the Healthcare Dashboard from the workspace shortcut to see these four charts.Patient Appointments
A chart showing how many patient visits were booked and completed each day over the selected time period. Use this to see your busiest days, track whether visit volume is growing, and spot any unexpected drops. Practical use: If you notice a sharp drop in visits on certain days, check whether caregivers were absent or whether the scheduling for that period was light.
Department Wise Patient Appointments
A breakdown of visits by department: Home Care, Nursing, Physiotherapy, and others. This shows you which types of care are most in demand. Practical use: If Physiotherapy visits are growing faster than Nursing visits, you may need to hire more physiotherapists. If one department is handling the bulk of visits, you can plan staffing accordingly.Clinical Procedures
A count of clinical procedures completed over the selected period, grouped by procedure type. In a home care setting, the most common procedure is typically “Wound Dressing (Home Visit)”. Practical use: Track how many wound dressings are being performed per week to estimate supply consumption (gauze, betadine, bandages) and plan stock reorders.Clinical Procedures Status
A breakdown of all procedure records by their current status: Initiated, In Progress, Completed, Cancelled. Practical use: Procedures stuck in “In Progress” status may represent incomplete records. The nurse may have started the record but not submitted it after finishing. These need to be followed up as they block billing.Built-in Reports
Patient Appointment Analytics
A detailed report on visit data. You can filter by:- Date range
- Practitioner (which doctor or nurse)
- Department
- Appointment status