SME TO COMPLETE / VALIDATE

SME TO COMPLETE / VALIDATE

N/A. New report delivered in August

SME TO COMPLETE / VALIDATE

SME TO COMPLETE / VALIDATE

• Jacob wants clarity on leads completed -- what is the leads completed based off of? Indhu said this is actually something to ignore as this is looking at record closing (some statuses will close automatically like pt scheduled) Indhu said look at Lead Started, Not Started, Jacob asking for clarity on lead not started, what constitutes this, indhu answered this on call. What to work in logic on their regional breakdowns to have these views in the Connect dashboard -- Indhu saying we'd have to add location category or you can look at by region by setting up a broadcast report to have it sent to who they want, but locaiton category is not a filter in that report today. indhu showing how you can select multiple locations in the filter to show jacob the details
• Lead to Patient Conversion report with logic based on Evaluation scheduled and additional filters such as Location category filter and Financial Class, and additional columns such as Kept appointments, Cancel and No Shows metrics was provided on 8/31. PRN team can request access from Matt N as needed