Analytics by Andy

Sunday, May 31

Welcome aboard! Portal's set up. Quick note up top: everything I build here is back-office only — it helps your team and gives you visibility. Nothing of mine ever messages a patient. And before I touch any billing data I'll get the BAA countersigned so your patient info stays compliant.
Andy · 5:22 PM

Monday, Jun 1

This is exactly what we hoped for — we did NOT want robots talking to our patients. The morning huddle sheet is already saving Dana a half hour every day. Thank you!
You · 12:22 PM
Love that. Next I'd like to turn on the insurance & balance aging worklist — it'll surface the oldest unpaid claims first so your billing coordinator isn't hunting through the software. Just need that BAA back and we're good to flip it on.
Andy · 7:22 PM

Tuesday, Jun 2

The doctor signed it this morning, sending it over. Also — we're really curious where our new patients are actually coming from. Is that something you can show us?
You · 6:22 AM
Dropped that as a request in Action Items too so it doesn't get lost. No rush!
You · 10:22 AM