One report instead of five

Reviewing how a practitioner is doing usually means answering several different questions at once: are they generating revenue, are patients rebooking with them, how much of their available schedule is actually filled, and how often appointments fall through. Normally that means running several separate reports and manually lining up the numbers side by side. Practitioner Performance is a consolidated report — it pulls all of these metrics into a single view, per practitioner, so you get the full picture in one place instead of assembling it yourself.

This is the report most managers reach for before a one-on-one performance conversation, a compensation review, or a scheduling decision. Instead of walking in with a stack of printouts, you walk in with one table that already shows how a practitioner's revenue, workload, and patient retention compare to the rest of the team, or to their own performance in a prior period.

At a glance
  • Consolidates revenue, PVA, rebook rate, cancellations, and utilisation into one practitioner-level table
  • Filters by date range, location, practitioner, and a period-over-period compare toggle
  • Total revenue, Appointments, and New patients KPI tiles
  • Explains PVA — per-visit average revenue — in plain terms
Practitioner Performance report page
The Practitioner Performance report with the compare filter enabled, showing the Summary of practitioner performance table with revenue, PVA, rebook rate, cancellations, and utilisation columns for each practitioner, and the consolidated badge visible on the report tile.

Filters

  • <strong>Date range</strong> — the period the report covers.
  • <strong>Location</strong> — restricts results to a single clinic location, or shows all locations combined.
  • <strong>Practitioner</strong> — narrows the report to one practitioner, or leave it open to see the whole team ranked side by side.
  • <strong>Compare</strong> — compares the selected period against the immediately preceding period of the same length, so you can see whether a practitioner's numbers are trending up or down rather than just viewing them in isolation.
Turn on Compare before a review conversation A single period's numbers tell you where a practitioner stands today. Compare tells you whether they're improving, holding steady, or slipping — which is usually the more useful thing to know going into a performance conversation, since it changes what you'd actually say to them.

KPI tiles

  • <strong>Total revenue</strong> — revenue attributed to the selected practitioner(s) in the period.
  • <strong>Appointments</strong> — total appointments completed in the period.
  • <strong>New patients</strong> — new patients seen for the first time by the selected practitioner(s) in the period.

These three top tiles are the headline numbers, but the real substance of this report sits in the table beneath them, where four additional metrics are tracked per practitioner: PVA, rebook rate, cancellations, and utilisation.

Making sense of PVA, rebook rate, and utilisation

PVA stands for per-visit average revenue — simply the practitioner's total revenue for the period divided by their number of completed visits. It's a fast way to see the average dollar value of each appointment they run, without needing to dig into individual invoices. A rising PVA can mean a practitioner is doing more higher-value procedures, upselling appropriate add-on services, or seeing fewer short, low-cost visits; a falling PVA is worth investigating rather than assuming, since it could point to several very different underlying causes.

Rebook rate is the share of a practitioner's appointments that resulted in the patient booking a follow-up visit before leaving. It's one of the better proxies available for patient satisfaction and trust in a specific practitioner — patients who felt well cared for tend to book again, while a pattern of one-off visits with no rebooking can be an early signal worth a conversation, even when revenue looks fine.

Utilisation measures how much of a practitioner's available schedule was actually booked and filled, as a percentage of the hours they were open to see patients. Low utilisation with high PVA can describe a practitioner doing excellent, high-value work but with real gaps in their calendar worth filling; high utilisation with low PVA can describe someone fully booked on lower-value visits who might benefit from a different appointment mix. Neither metric means much read alone — it's the combination, which is exactly what this report is built to show together, that tells the real story.

Cancellations belongs on this table too, and it isn't always the practitioner's fault The Cancellations column counts appointments cancelled against that practitioner in the period. A practitioner with a high cancellation count isn't automatically underperforming — cancellations can reflect patient behavior, appointment type, or scheduling patterns just as much as anything the practitioner is doing. Read it alongside utilisation and rebook rate rather than as a standalone judgment.

The Summary of practitioner performance table

This is the consolidated table at the center of the report, and the reason the report exists at all. Each row is a practitioner, with revenue, PVA, rebook rate, cancellations, and utilisation laid out side by side, so you can compare practitioners against each other, or one practitioner against their own prior-period numbers with Compare turned on, without cross-referencing several other reports to assemble the same picture manually.

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