Question
What do the metrics on the Patient Profile Dashboard mean, and where do they take me when I click on them?
Answer
The Patient Profile Dashboard is a row of metrics at the top of every patient's profile showing appointment history, billing status, and account balance. Any staff member with access to a patient's profile can view the dashboard, but which metrics appear depends on your clinic's plan and your staff permissions.
Total Bookings
The total number of appointments ever scheduled for this patient, including Booked, Arrived, Checked In, and No Show statuses. Cancelled, deleted, rescheduled, or never-booked appointments aren't counted.
Click this metric to open the patient's Appointments tab.
Upcoming Appointments
A subset of Total Bookings showing only upcoming scheduled appointments.
Click this metric to open the patient's Appointments tab.
No Shows
How many of the patient's appointments have been marked as No Shows, including past appointments and future appointments marked early.
Click this metric to open the patient's Appointments tab.
Time Since Last Visit
How long it's been since the patient's most recent arrived appointment, shown in minutes, hours, days, or months depending on how recent it was. This metric doesn't show if the patient has never had an arrived appointment.
Click this metric to open the patient's Appointments tab.
Claims Outstanding
The total dollar value of insurance claims submitted but not yet paid. This metric only appears if your clinic's plan includes the Insurance add-on and your staff access level includes billing access.
Click this metric to open the patient's Billing > Insurance Policies tab.
Private Outstanding
The total unpaid balance the patient owes directly, not covered by insurance.
Click this metric to open the Receive Payment screen.
Credit
Any available account credit, like an overpayment or an unapplied payment. Depending on how the payment was received, it can be refunded, deleted, or applied to a future invoice.
Click this metric to open Billing > Payments.
Private Balance
The Private Outstanding balance minus any Credit balance, representing the net amount the patient owes the clinic directly.
Click this metric to open Billing > Purchases.
📣 Heads up: Staff without Access Billing enabled under Staff Profile > Permissions & Commissions won't see the Claims Outstanding, Private Outstanding, Credit, or Private Balance metrics.
Supporting Information
- If your staff permissions don't include Access Billing (set under Staff Profile > Permissions & Commissions), the dashboard doesn't show Claims Outstanding, Private Outstanding, Credit, or Private Balance.
- Claims Outstanding also requires the Insurance add-on. If your clinic's plan doesn't include the Insurance add-on, this metric doesn't appear, regardless of your Access Billing permission.
- See our guide on Staff Access Levels for more on what each permission level controls.