Feature Reports
Feature Reports allow you to run reports on Surgery Connect feature usage
Check and Cancel Report
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
The Patient Identification Block Overview
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:
Callers Entering Block
Unique Callers
Exited Through "Identified"
Exited Through "Not Identified"
Hung up before Output
The Check and Cancel Block Overview
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:
Callers Entering Block
Unique Callers
Exited Through "Success"
Exited Through "No Appointments"
Exited Through "Fail"
Hung up before Output
Activity Overview
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
There is an icon next to the title of these areas, when hovered (or clicked) it will show a description
Call by Call Activity
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
Please see our SMS Guide on which SMS are chargeable and the charge costs
Queue Position Webpage Report
You can run a detailed report for a specific period using a Date Selector and then Generate Report button
There will be 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
Personalised Call Routing Report
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
To make the most of your Reports Portal, see our Reports and Data Analysis Surgery Connect Academy Course here