Overview

The Summary Dashboard gives your practice a real-time view of front desk performance. It brings together key call intelligence metrics like new patient conversions, caller sentiment, call categories, and booking efficiency — all in one simple dashboard.

Think of it as your front desk report card — helping you instantly identify what’s working, where improvements can be made, and how your team is connecting with patients.

Why It Matters

• See how effectively your team is converting calls into appointments.
• Measure patient satisfaction using AI-powered sentiment analysis.
• Identify which types of calls take up most of your team’s time.
• Spot missed opportunities before they affect your schedule or revenue.

New Patient Conversion Trend

This chart shows how many new patient calls were booked, not booked, or lost over your selected time period. It helps visualize how your front desk’s conversion performance is trending day by day or week by week.

How to Use:

• Hover over any bar to view the daily breakdown.
• Use the date filter in the top-right corner to adjust your time range.
• Switch between “Absolute” and “Percentage” views for different perspectives.

Why it’s helpful: This chart helps identify performance trends — for example, if conversions increase after staff training, you’ll know your coaching efforts are working.

Customer Sentiment

The Customer Sentiment chart shows how your patients felt during calls — Happy, Neutral, or Unhappy. This is automatically analyzed based on tone, pacing, and emotional keywords in the conversation.

Why It’s Useful:

• Quickly identify when patients feel frustrated or rushed.
• Use insights to coach your front desk on tone, empathy, and communication.
• Track how sentiment changes after new staff training or policy changes.

Example: If you notice a rise in “Unhappy” calls, review those recordings — a small tone or empathy adjustment can drastically improve patient satisfaction.

Call Type Categorization

This chart shows what patients are calling about — Scheduling, Rescheduling, Billing, Insurance, Confirmations, and more.

How to Use:

• See which call types are consuming the most time.
• Understand how many calls are appointment-related versus administrative.
• Filter by call type or date range for deeper insights.

Why It’s Useful: Knowing where your team spends most of their time helps you optimize workflow and improve response speed.

Example: If 40% of calls are “Billing” related, consider assigning a dedicated staff member or updating your billing FAQs to reduce workload on schedulers.

Opportunity Conversion

This chart tracks how many calls led to booked appointments compared to not booked or lost opportunities. It’s your main measure of booking efficiency.

How to Use:

• View your overall conversion percentage in the chart center.
• Click any section to open Call Logs for detailed breakdowns.
• Identify which team members consistently achieve higher conversions.

Why It’s Useful: Even a small increase in conversion rate means more appointments and higher revenue.

Example: If your rate increases from 40% to 50%, that 10% improvement could represent dozens of new patients per month.

Tips & Best Practices

• Review the Summary Dashboard weekly to track progress.
• Celebrate positive sentiment trends with your team.
• Use “Call Type” insights to guide staff training.
• Focus on improving your Opportunity Conversion rate — small gains drive big results.

📍 Where to Find It

Navigation Path: Adit App → Call Intelligence → Summary

Next Step: Explore the Calls Dashboard to see how Adit helps manage every call and missed opportunity.