The Growth Engine helps you understand demand generation, referral performance, new patient acquisition, patient flow, and caseload growth. Select it from the Report Categories dropdown in EHR Reports.
It is built for executives, growth teams, referral coordinators, front-office leaders, and clinic managers who need to know where patients are coming from, how quickly they get scheduled, and whether new patients are replacing discharged cases.
The engine contains four reports, each selected from the Key Metrics dropdown:
- Scorecard: high-level acquisition and caseload movement.
- Patient Flow: evaluation timeliness, new-patient outcomes, schedule fill, and lost-patient risk.
- Referrals: referral pipeline metrics for leads with a referring provider.
- Leads: all leads, both referred and self-generated.
Scorecard
Patient Flow
Referrals
Referral metrics include only leads that have a referring provider attached. Self-generated and internal leads are excluded from all numerators and denominators. Leads are anchored to their created date.
Leads
Lead metrics include all leads created in the selected date range, both referred and self-generated. Lead status categorization comes from the configured Lead Tracker statuses on the site.
Available groupings
- Facility: breaks results down by individual clinic or facility (all reports).
- Provider: breaks results down by individual provider (all reports).
- Referring Provider: breaks Referrals down by the referring provider on the lead.
- Referral Source Type: breaks Referrals down by source type configured in Lead Tracker.
- Insurance: breaks Referrals down by insurance.
Available groupings depend on which Growth Engine report you selected.
Example use cases
- A growth lead monitoring whether new patient volume is replacing discharged cases at each facility.
- An operations manager identifying facilities with low arrival rates or high new-patient cancellation and no-show rates.
- A referral coordinator comparing referral schedule rate and conversion by source or referring provider.
- A front-office manager finding leads still in progress that need follow-up to convert into attended appointments.
Behavior notes
Date-range containment differs by metric. Visits, Appointments Scheduled, and Arrival Rate use fully-contained appointments, where both start and end fall inside the range. Scheduled Patients, New Patients (NP), and New Patient Volume use appointment start in range only. An appointment that starts inside the range but ends after it may be counted by some of these metrics and not others, so two columns that both look like visit counts can legitimately disagree.
- New-patient rates are appointment-grain, not case-grain. NP Arrival Rate, NP Cancel Rate, and NP No-show Rate count first-on-case appointment slots. If a case’s earliest slot was Cancelled and a later slot becomes the next non-excluded appointment, both can satisfy the first-on-case condition and contribute to the denominator, so a single case can appear more than once.
- Case-timing denominators require an appointment row. For Timely Evals, Delayed Evals, and Eval Not Scheduled, a case is included only if it has at least one appointment row of any status. Cases created in the range with zero appointment rows are dropped from the denominator entirely.
- New Patients (NP) combines past arrivals (Checked In, Completed, Ongoing) with future first-on-case appointments still in Scheduled status. Future Confirmed first appointments are intentionally excluded so the metric stays a conservative pipeline view.
- Visits, Arrival Rate, Cancel Rate, and No-show Rate look only at the past portion of the date range. A fully future range returns empty values for these metrics.
- Lost Patients uses two different rules depending on whether the range is fully historical or current and future. The past-range query also looks for future appointments only on cases that have appointments on or after the range start, so a patient with no activity from the range start onward is counted as lost.
