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Version: test

Agent Report

Agent Report

Click on Agent Report

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  • The agents include patient coordinators, call center staff, or any personnel involved in patient interactions and administrative tasks.

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  • Refresh Button - The Refresh button is used to update the data displayed on the screen.

  • Start Date - This field allows users to specify the beginning date for the reporting period. It defines the earliest point from which data will be included in the report.

  • End Date : This field allows users to specify the ending date for the reporting period. It defines the latest point up to which data will be included in the report.

  • Select Agent - - This option allows users to choose a specific agent or a group of agents whose performance data will be included in the report. Users can typically select agents from a dropdown menu or a searchable list.

  • Download Option - The download option enables users to export the generated agent report in various formats, commonly CSV, PDF, or Excel.

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  • Agent Name - It refers to the name or identifier of the staff member (such as a call center agent, administrative staff, or healthcare provider) who is handling specific tasks or interactions within the hospital software.

  • Appointment Booked - It tracks the number of patient appointments scheduled by the agent. This includes new appointments, follow-up visits, and any rescheduled appointments.

  • Consultation Booked - It tracks the number of consultations scheduled by the agent. This includes both in-person consultations and telehealth sessions.

  • Total Billed Amount - It represents the cumulative monetary value of all services, treatments, consultations, and procedures billed to patients within a specific period.

  • Total Bills - It refers to the total number of individual bills generated for patients within a specific period. Each bill corresponds to a service, treatment, or consultation provided to a patient.