Analysis View
The Analysis View is a visual tool that color-codes events based on how well they meet scheduling goals. It helps practice managers quickly identify cases that are falling behind target timelines.
Accessing Analysis View
Select View > Analysis View from the menu. A small control panel opens, typically positioned at the top-right of the screen.
How It Works
The Analysis View applies color coding to events on the schedule based on how long patients have been waiting relative to configurable goal timelines:
| Color | Meaning |
|---|---|
| Green | Event is within the goal timeline |
| Yellow | Event is 1-2x the goal days past target |
| Red | Event is more than 3x the goal days past target |
Events that are not in a waiting state are darkened (less saturated) so that the waiting events stand out.
Configuration
The Analysis View panel has two adjustable controls:
Consult Goal Days
A slider that sets the target number of days from referral/inquiry to consultation appointment. Move the slider to adjust the goal.
Surgery Goal Days
A slider that sets the target number of days from initial booking to the surgery date. Move the slider to adjust the goal.
Using the Analysis View
- Open the Analysis View panel
- Adjust the goal sliders to match your practice's targets
- Look at the schedule - events will be color-coded in real time
- Green events are on track; yellow events are approaching the deadline; red events are significantly overdue
- Adjust the sliders to explore different goal scenarios and see how your schedule responds
The color coding updates in real time as you adjust the sliders, making it easy to explore different scheduling targets.
Practical Applications
- Morning huddle: Open the Analysis View to quickly identify which patients have been waiting too long
- Performance review: Set goals and see what percentage of cases are meeting targets
- Capacity planning: If many cases are yellow or red, it may indicate a need for more block time for that type of appointment
- Identifying bottlenecks: Patterns of red events for specific event types can reveal scheduling bottlenecks