The Key Indicators report can help your clinic keep track of new patients, the number of confirmed and canceled visits/units, average charges per visit/unit, and a summary of payments received, all in a specified date range.
The report can be found under Reports > Snapshot Reports > Key Indicators.
These indicators are presented in two main groupings. When you initially open the report, the first group will default to a date range ending with today's date and beginning with the first of the month. The second group will default to the first of the previous month through the same date for that month. A third grouping presents the differences between the two sets of dates. You can change the date range to make any comparison that you are interested in.
You can also select which Facility (or All Facilities) to include in your output.
Note: If you want the client tied to a specific facility for this report, navigate to the Defaults tab on the client's chart and update the Facility field.