> ## Documentation Index
> Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Reports and Monitoring
> Number cards, dashboard charts, built-in reports, and automatic messages in the home care system - what they show and how to use them.
The home care system gives you three ways to stay on top of operations: live number cards for instant status, dashboard charts for trends over time, and automatic messages that keep patients informed without manual effort.
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## 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.
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### 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.
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### 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.
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## 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.
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### 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.
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### 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.
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### 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.
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## 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
This report shows how many visits were booked, completed, cancelled, or no-shows.
**How to access:** Home Care workspace → Consultation section → Patient Appointment → Run Report, or search for "Patient Appointment Analytics"
**Use this to:** Calculate how busy each caregiver is, track no-shows (patients who were not home when the caregiver arrived), and monitor overall visit volume over time.
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### Diagnosis Trends
A report showing the most common diagnoses recorded across all visit encounters within a date range.
**How to access:** Search for "Diagnosis Trends" in the system.
**Use this to:** Understand the most common conditions in your patient base. If wound care cases are increasing, you may need more wound care nurses. If diabetes monitoring cases are growing, consider adding a glucose monitoring package to your services.
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### Lab Test Report
A summary of all blood tests ordered through the system, their status (pending, completed, approved), and results.
**How to access:** Search for "Lab Test Report" in the system.
**Use this to:** Check whether all blood tests ordered during home visits have been completed and the results have been reviewed and entered. Tests that are still pending may mean the lab has not returned results or that results have not been entered by the lab user.
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## Automatic Messages (No Manual Work Required)
The following messages are sent by the system automatically. You do not need to do anything to trigger them once they are configured in Care Settings.
### Visit Confirmation Message
**When it sends:** The moment a visit is booked (when the Patient Appointment record is saved).
**What it sends:** A text message to the patient's mobile number confirming the date and time of the visit and the name of the caregiver who will be coming.
**Example message:** "Your home care visit is confirmed for \[Date] at \[Time] with \[Caregiver Name]. For any changes, please call us at \[Clinic Phone]."
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### Visit Reminder Message
**When it sends:** Automatically, on a continuous schedule. The system checks for upcoming visits and sends a reminder to patients who have an appointment within the configured time window (e.g., 2 hours from now).
**What it sends:** A text reminder about the upcoming visit.
**Example message:** "Reminder: Your home care nurse will visit you today at \[Time]. Please ensure someone is home to let them in."
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### Blood Test Result Ready Message
**When it sends:** When a lab test result is printed or emailed by the lab user.
**What it sends:** A text message letting the patient know their blood test result is ready.
**Example message:** "Your blood test result from \[Company Name] is ready. Your doctor will discuss the findings at your next visit."
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## End of Day Checklist
Use these checks before closing out each day:
| Check | Target |
| ---------------------------------- | --------------------------------------- |
| Appointments to Bill | Zero - all completed visits invoiced |
| Open Appointments | Zero - all visit records submitted |
| Procedures in "In Progress" status | Zero - all procedure records submitted |
| Pending blood test results | Zero - all results entered and approved |