19.1. Patient Metrics-Summary

*THE BIG WHAT
The Summary reports are where you can view details surrounding the number and types of surgeries, animals, and appointments that were scheduled at your clinic. Each is broken down into smaller sections, giving you a general idea of how your clinic is functioning.

To enter the Summary Report, locate the Patient Metrics group.

Patient metrics location

After that, click on the Summary link.

Finding a report summary

Understanding The Summary Reports

Filtering through patient metrics

*Reports under this “Summary” section contain each species your clinic has serviced in the past, regardless of what is turned on or off in Settings > Species. This means if you no longer spay/neuter rabbits and this species is turned off in Settings, you can still view the data of this species type in Summary reports.

Surgery Summary

The surgeries summary breaks down the number of spays and neuters (separately) your clinic has done within a period of time, divided into species, which are divided into Adult, Juvenile, and No Data.

This report also shows the number of deceased animals in surgery. This shows the cause of death: Anesthetic Reaction, Euthanized per owner request, Hemorrhage, Pre-Existing Condition, Sepsis, Stress-exacerbated Disease, Surgical Complication, Undetermined. This then shows whether the death occurred during, before, or after the surgery.

1. The Surgeries report represents all successful surgeries. That excludes declined surgeries and deceased animals. It also excludes animals euthanized by owner request.

Surgeries report

2. The report is broken down into different groups and subgroups. The first line of the report tells you how many successful surgeries you had during that period of time. After that, we’ve it broken down by Surgery type (Spay/Neuter). And then it’s further broken down into Animal Species and Age.

Surgery report breakdown

3. The distinction between Juvenile and Adult is made according to PetSmart Charities’ and ASPCA guidelines: All animals 5 months and younger are considered Juvenile.

4. Last, the Summary Report includes a deceased group, which is subdivided into different causes of death which will include the Euthanized by Owner Request.

Summary report deceased animals

Animal Summary

The Animals Group represents an aggregation of all animals seen by the clinic over a period of time. The report is grouped by Animal Type so you can check how many animals you have scheduled. There is no distinction between Wellness and Surgery. They all count towards the total. The same applies to Declined Surgeries.

Full animals summary report

1. This report is broken down into all Species. The first line tells you how many animals have visited the clinic in that period of time.

2. After that, you have the breakdown by species.

The animal report

3. In the event that your clinic works with Cats, you will be able to tell how many Community Cats (Feral and Friendly).

Community cats on the animal report

4. The Animal report also includes other indications like Pregnant, In Heat, and Cryptorchid.

Animal report specifications

Appointments Summary

The appointment summary divides the appointments your clinic has had into Internal, Online, Spay or Neuter, Recheck, and Wellness.

1. The Appointments will include all appointments booked in that period of time.

Appointments report totals

2. The first line of the report shows how many recorded appointments you have.

Total appointment numbers

3. It’s further divided into Internal and Online appointments, Surgeries (Spay/Neuter), Recheck and Wellness, and the available Appointment Types.

Different sections of the appointment report

4. Each type is subdivided into possible statuses: Canceled, Checked Out, In Progress, and No shows (for Volume and Public).

Appointment status in the report

This report is also useful to check how many appointments you have booked in the future!