19.3. Patient Metrics- Master Report

*THE BIG WHAT
The master report shows you four different types of surgery: successful surgeries, rechecks, no show, and declined surgeries. This report gives your clinic important data on the results of your surgeries.

To enter the Master report, locate the Patient Metrics group.

Patient metrics master report

After that, click on the Master Report link.

Choosing the master report

Understanding The Master Report

The Master Report is one of the most complete and robust reports in HQ. It was previously tailored for the ASPCA.

In this report, you have to select a report type to generate the data and specify a date range. This report can generate years of data, and you can further filter it by County if needed.

Filtering for report type

The Master Report will then generate an excel file with a header that indicates the chosen data range and the body with information selected in the “Report Type” field.

If your clinic has more than one location, the locations will be displayed as columns in the body of the report and in the total count.

Report Type: Surgeries

Filtering for report type

The master report in excel

The first funders are looking for grouping. In particular, that means a surgeries count, a public and volume surgeries count, the age counts (Pediatric, Adult, and Geriatric), as well as other indicators like Cryptorchids, In Heat, Pregnant, and Community Cats.

The following groups will display information about grouped Gender and Species. The indicators will also be available as follows:

Breaking the report down

This sheet also shows a section, with the same details, for community cats only.

The second sheet shows some information about Volume Clients surgeries, like the total number of active clients, and also detailed information on how many surgeries each volume client had during that period.

Volume client surgery summary

Report Type: Declined Surgeries

Filtering for declined surgeries report

The first grouping of this report is the total count of declined surgeries. You can see the total, and the percentage it represents, of your total surgeries during that date range.

Declined surgeries report

The second grouping is the count of each reason for the denial of surgery.

Declined surgeries reasons

The third grouping will include vets, and the count of declined surgeries for each vet, in that period of time.

Declined surgeries by doctor

The second sheet of the file is called Mortality Report and includes the total number of deaths, as well as the details of each deceased animal.

The mortality report

This report also includes animals that were euthanized by owner request.

Report Type: No Shows

Filtering for the no show report

This report is simple- it only provides the total number of no-shows grouped by Public and Volume clients.

Public versus volume client data

Report Type: Recheck

Filtering for the recheck report

The first grouping of the file provides the total number of rechecks for that period of time.

The recheck report

The second grouping is a listing of each animal that had a recheck, the reason for the recheck, and the surgical doctor.

Finding reasons for recheck in the recheck report