Feature Reports allow you to run reports on Surgery Connect feature usage

The Check and Cancel report is auto-generated with the date range set to 7 days

You can run a detailed report for a specific period using a Date Selector and then Generate Report button

The entire report will look like this:

The report is split into sections with headline figures for both the Patient ID and Check and Cancel blocks, Activity Overview and Call by Call Activity

Here you can see how many callers have entered the Patient Identifier block and what the overall outcome was of all of those calls, within your date parameters:

Here you can see how many callers have entered the Check and Cancel block and what the overall outcome was of all of those calls, within your date parameters:

The Activity Overview is shown in a table for each block, both showing the result of callers passing through

The rows will show 0 if there was no activity in that area

Details on a call by call basis so users can pin point individual calls or patients to see the activity they have experienced

The data is presented as a progress graph from left to right, with the row highlighted to the point the caller got to

There is a search box allowing you to search for a specific telephone number

The only column that can be sorted in the Call by Call Activity table is the Date Time column, you can only sort it into ascending or descending order

You can export the entire table as a CSV file

You can run a detailed report for a specific period using a Date Selector and then Generate Report button

If you have multiple Webpages configured on your service, the Webpage Filter allows you to view the stats for each page individually. As default, this is set to All Webpages

Day by Day Activity shows the following stats to allow you to understand how this feature is being used on your Service:

There is a “Showing X to X of X entries” overview at the bottom left of the table and pagination to the bottom right

The URL Activity section will show how many clicks each of your embedded links received which will help you understand which links your patients are most interested in

The Personalised Routing Feature allows you to specify routing rules for specific patients within X-flow. This report provides data on a Call by Call basis for the activity on each Routing Block

The Report auto-generates for a 7 day period. By using the Date Selector and Generate Report button, you can run this report for custom date ranges

The Routing Block Overview displays the total output for each Routing Block

The Call by Call Activity displays the Date/Time of each call, as well as the Calling Number, the Routing Block the number came through and the Block Output.

By clicking on the Export button, you can export the call data as a CSV file

The Self Appointment Booking Feature allows links to be sent to patients via SMS to allow them to book, check and reschedule their Appointments. Using the Phonebar, these can be sent either individually via the SMS Window, or in bulk via the Bookings Tab in the Appointments Window

The Report for this feature is split into three sections:

Message Summary

This section of the report provides a breakdown of all the SMS links sent for the chosen date range, including:

Message Activity

The Message Activity section of this report provides a breakdown of all of the booking links sent within the specified time period, including both singular and bulk messages

To view more information for each message sent, click on the View Detail button to bring up the Individual Message View

Individual Message View

This section of the report details message-specific information, including: