Post Visit Assistance Campaign - FL

Overview

The Post Visit Assistance Campaigns dashboard focuses on tracking the effectiveness of SMS outreach and inbound calls in providing assistance to customers after their visit. It provides insights into key metrics such as response rates, resolution times, customer satisfaction scores, and conversion rates. The dashboard allows for the comparison of different campaigns and strategies, enabling the identification of best practices and areas for improvement. Real-time data on inbound calls and SMS interactions is displayed, along with historical trends, to provide a holistic view of campaign performance. This enables stakeholders to make data-driven decisions, optimize campaigns, and enhance the overall customer experience.

Dashboard Definitions

• Touches: Total number of times patients were contacted

• Consumers: Total number of patients we've reached out to

• Avg Touches: The total number of touches / Total unique count of patients that were contacted

Dashboards ABCs

Tabs

Upon opening a dashboard, you will be directed to the first tab by default, which is typically a national view for Sanitas USA users who need to see all states consolidated into one tab. To see a more granular view (State, Region, Location), you should navigate to the additional tabs, if applicable.

Controls

Controls allow you to filter or refine the data displayed within a dashboard. Utilize the down arrow to expose all available control options for a dashboard. Once selected, controls will remain set even if you navigate to a different tab.

Reset Controls

Utilize the reset arrow located above the controls to reset the options before navigating to a new tab or attempting to apply new criteria.

Downloading Pages

Each page can be downloaded by clicking on the export icon in the top right corner of the page. This will create a PDF document that can be downloaded or printed.

Downloading Individual Charts, Tables or Data

You can also download individual charts, tables or data. To do so, click on a chart to display the ellipsis (three dots) in the top right corner. Clicking on this ellipsis will allow you the option to download in cvs and/or excel formats.

Scroll

Most dashboards and visuals extend beyond the available area exposed on a user's window. Dashboards and visuals are scrollable, don't forget to utilize the navigation bars or your middle mouse wheel to do so.