Understanding the Reports Feature
The Reports feature in the PlacidWay Provider Portal is designed to help medical providers monitor performance, patient engagement, and communication activity in one centralized dashboard. This Provider Reports section offers a clear overview of how your medical center interacts with potential patients over a selected period of time.
It tracks important metrics such as the number of RFIs (Requests for Information) received from patients and how your team responded through emails, messages, and voice calls. The report also includes appointment and virtual consultation statistics, showing how many consultations were scheduled via video or phone, how many were missed, and how many were successfully completed.
Overall, this reporting feature helps providers evaluate lead generation, communication activity, and consultation conversion performance, while also allowing the data to be exported as a CSV file for deeper analysis or internal reporting.
How to Access Provider Reports
Monitoring your patient engagement data is simple using the Reports feature. Follow the steps below to access and analyze your Provider Reports.
1. Login to Portal
Login to your PlacidWay Provider Portal using your credentials.
2. Locate Reports
Once inside the dashboard, locate and click the “Reports” button in the main navigation menu.
3. Provider Reports Page
You will now enter the Provider Reports page where you can view key performance statistics related to patient inquiries, communications, and consultation activities. This page provides an overview of how your medical center is engaging with patients on the platform.
4. Filter by Range
Scroll down to the “Reports Filter by Range” section. Here, choose the stats period date range you wish to analyze. Available options include Today, Yesterday, Last 7 Days, Last 30 Days, Last 90 Days, This Month, Last Month, or a Custom Date Range.
5. Apply Filter
After selecting your preferred date range, click the “Apply Filter” button to generate the report.
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6. Analyze Report Types
You will see two types of reports displayed on the page:
Provider Reports Stats:
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RFI(s) in selected period
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Emails sent to Patients
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Messages sent to Patients
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Voice Calls to Patients
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Scheduled Appointments (Video)
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Scheduled Appointments (Phone)
Virtual Consultation Stats:
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Total Virtual Consultations
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Scheduled by Patient
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Scheduled by Provider
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Virtual Consultations Missed
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Successfully Completed Consultations
7. Export Data
Once you finish reviewing and analyzing the data, you can export the report for external use. Go to “Export RFI Report in CSV”, select the date range you want, and click the “Export CSV” button.
8. Download & Save
The report file will automatically download to your browser. You can open it using Microsoft Excel or any spreadsheet software and save it to your computer or mobile device for future reference.
Why Monitor Your Reports?
Instantly see how many leads (RFIs) are being generated and how your team is handling them.
Analyze the effectiveness of your emails, messages, and calls to improve patient conversion.
Identify trends in video and phone appointments to reduce missed meetings and increase successes.
Export raw data to CSV for internal staff meetings, deeper audits, or historical records.
Turn Your Patient Data into Actionable Insights
Using the Reports feature in the PlacidWay Provider Portal allows providers to better understand patient engagement and improve communication strategies. By regularly reviewing these reports, your medical center can identify trends, evaluate response performance, and optimize how you interact with potential patients. Start exploring your Provider Reports today to make smarter decisions, strengthen patient relationships, and maximize your opportunities within the PlacidWay medical tourism network.
