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Kareo Help Center

Navigate the Performance Dashboard

The Performance Dashboard gives insight into how Kareo Marketing is adding value to your practice. 

Access the Performance Dashboard

Hover over the Marketing icon in the top navigation bar and click Performance Dashboard. The Performance Dashboard opens.

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Navigate the Performance Dashboard

  1. View As: Click the drop-down arrow to select a provider.
  2. Date Range: Click to display results for a specific time period.
  • 1w - Last completed week (Monday through Saturday)
  • 1m - Last completed month (default)
  • 6m - Last 6 completed months
  • 1y - Last 12 completed months
  1. Specify a date range:
  • Click in the date fields to choose a specific starting and ending date from the pop-up calendar window.
  • Click Update to view results for the specified date range.
  1. Click the printer icon to print the Performance Dashboard.

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  1. Return on Investment
  • Displays the practice's calculated return on investment from using automated patient communications.
  • Click ROI Calculator to modify the numbers used to calculate the ROI.
  1. Surveys and Reviews
  • Displays the number of new and total surveys completed by patients.
    Note: The automated Patient Survey feature must be enabled.
  • Click View Reviews to view the responses.
  1. Online Presence
  • Kareo monitors more than 70 internet directories for errors so that providers know how they appear online to patients.
  • Active displays for Kareo Marketing subscribers to indicate the provider's online presence is being actively monitored.
  • Click View Online Presence to see details about online directory management.

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Online Appointments Generated

  1. Shows how many appointments were scheduled online by patients for the selected time period and in total.
    Note: Online Appointment Booking must be enabled on the provider profile.
  • Click Manage Schedule Settings to view and customize Online Appointment Booking options.
  1. Shows how many appointments were scheduled as a result of a patient recall message for the selected time period and in total.
    Note: Automated Patient Recall Messages must be enabled to use this feature.
  • Click Manage Recall Settings to define recall message settings.

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Patient Communications

  1. Displays the number of Appointment reminders sent to patients for the selected time period and in total.
  • Click Manage Reminder Settings to open Patient Communications and update reminder options.
  1. Shows the number of Appointment reminders confirmed by patients for the selected time period and in total.
  • Click Manage Reminder Settings to open Patient Communications and update reminder options.
  1. Displays the number of patient Recalls sent resulting in appointments made for the selected time period and in total.
  • Click Manage Recall Settings to open and update Patient Recall message options.
  1. Shows the number of Follow-up surveys sent to patients for the selected time period and in total.
  • Click Manage Patient Surveys to manage your social media URLs, preview how the survey looks, or turn off patient surveys.

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