Need help figuring out what this report is and what it contains? Below you will find a brief report description as well as necessary data definitions.

The Healthify Executive Insights Report is an overall visual summary of screening, search, and referral activity trends across a Network or Company. The report covers the past complete month, with some charts showing trends over the past 12 months. The report is shared by email as a PDF.

Data Definitions

Metrics are listed in the order they appear in the Healthify Executive Insights Report. 

Network: The current name of the network that the report covers.

Company: The current name of the company that the report covers.

Month: The month that the report covers.

The following are in the User Activity Overview section.

Screenings Completed: The number of completed screenings over the past month.

Searches Performed: The number of searches performed over the past month.

Referrals Created: The number of created referrals over the past month.

Referrals Completed: [updated] The number of referrals that were marked as completed over the past month. 

Total Users: The number of total users currently associated with the company or network.

Confirmed Users: The number of confirmed users currently associated with the company or network. These users have confirmed their Healthify accounts.

Engaged Users: The number of users who have logged into Healthify within the past month.

The following are in the Screening Activity section. Note that this section only applies to customers with screenings.

How is screening volume trending?
The number of started screenings over the past 12 months. Stratified by whether a screening is completed, opted out, or incomplete.

How many screenings does a user complete on average?
The average number of screenings completed over the past 12 months. Calculated with only users who started at least one screening. Screenings without users (via integration or guest screening workflows) are NOT included.

What are the most active screening templates?
The top five screening templates by total screening count over the past month. Stratified by whether a screening is completed, opted out, or incomplete.

What are the top needs identified through screenings?
The top five most matched service offering categories by completed screening count over the past month. 

The following are in the Search Activity section.

How is search volume trending?
The number of searches performed over the past 12 months.

How many searches does a user perform on average?
The average number of searches performed over the past 12 months. Calculated with only users who performed at least one search.

What are the top needs identified through searches?
The top five most searched geolocated zip codes by search count over the past month.

The following are in the Outgoing Referral Activity section. Note that this section only applies to customers with Coordinate networks.

How is sent referral volume trending?
The number of outgoing Coordinate referrals created over the past 12 months. Stratified by complete, incomplete, and canceled referral statuses. Incomplete referral statuses are unstarted, in-review, and service in-progress. Metric is based on a referral's status at the end of the past given month.

How many referrals does a user send on average?
The average number of outgoing Coordinate referrals created over the past 12 months. Calculated with only users who created at least one Coordinate referral. Metric is based on a referral's status at the end of a past given month.

Which Community Partners are sending the most referrals? [updated]
The top five referring companies by the number of outgoing Coordinate referrals created over the past month. Stratified by complete, incomplete, and canceled referral statuses. Incomplete referral statuses are unstarted, in-review, and service in-progress. Metric is based on a referral's status at the end of the past month.

The following are in the Incoming Referral Activity section. Note that this section only applies to customers with Coordinate networks.

How is the referral completion rate trending?
The percentage of incoming Coordinate referrals created over the past month that has been marked as service completed, based on referral created date. Calculated for each of the past 12 months. Metric is based on a referral's status at the end of a past given month.

How long does it take to complete a referral?
The average number of days for an incoming Coordinate referral created over the past month to be marked as service completed, based on a referral's created date. Calculated for each of the past 12 months. Metric is based on a referral's status at the end of a past given month.

Which Community Partners are receiving the most referrals?
The top five receiving companies by the number of incoming Coordinate referrals created over the past month. Stratified by service completed, incomplete, and canceled referral statuses. Incomplete referral statuses are unstarted, in-review, and service in-progress. Metric is based on the referral's status at the end of the past month.

What are the top needs addressed in-network?
The top five referred service offering categories by the number of incoming Coordinate referrals created over the past month. Stratified by service completed, incomplete, and canceled referral statuses. Incomplete referral statuses are unstarted, in-review, and service in-progress. Metric is based on the referral's status at the end of the past month.

Where are the most active receiving Community Partners?
The top five resource location zip codes by incoming Coordinate referrals created over the past month.

The following are in the Logged Referral Activity section. Note that this section only applies to customers with Track or Coordinate. 

How is logged referral volume trending?
The number of logged Track referrals created over the past 12 months. Stratified by service completed, incomplete, and canceled referral statuses. Incomplete referral statuses are unstarted, in-review, and service in-progress.  Metric is based on the referral's status at the end of a past given month.

How many referrals does a user log on average?
The average number of logged Track referrals created over the past 12 months. Calculated with only users who created at least one Track referral. Metric is based on the referral's status at the end of a past given month.

Which organizations are logged referrals going to the most?
The top five receiving organizations by the number of logged Track referrals created over the past month. Stratified by service completed, incomplete, and canceled referral statuses. Incomplete referral statuses are unstarted, in-review, and service in-progress. Metric is based on the referral's status at the end of the past month.

What are the top needs addressed with logged referrals? [updated]
The top five referred service offering categories by the number of logged Track referrals created over the past month. Stratified by service completed, incomplete, and canceled referral statuses. Incomplete referral statuses are unstarted, in-review, and service in-progress. Metric is based on the referral's status at the end of the past month.

Where are the most logged referrals going?
The top five resource location zip codes by the number of logged Track referrals created over the past month.

The following are in the Client Demographics section. Note that this section only applies to customers with Track or Coordinate. 

What is the age breakdown of screened clients?
The number of screened clients by age group over the past month. Includes completed, opted out, and incomplete screenings. (Note: this metric only applies to customers with screenings.)

What is the gender breakdown of screened clients?
The number of screened clients by gender over the past month. Includes completed, opted out, and incomplete screenings. (Note: this metric only applies to customers with screenings.)

What is the age breakdown of referred clients?
The number of referred clients by age group over the past month. Includes both Track and Coordinate referrals.

What is the gender breakdown of referred clients?
The number of referred clients by gender over the past month. Includes both Track and Coordinate referrals.

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