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 Operational Report is an overall visual summary of user engagement within the platform over the past complete month. This report provides a detailed look into users’ screening, search, and referral activity across a Network, company, or Team. The report is shared by email as a PDF. 

Data Definitions

Metrics are listed in the order they appear in the Healthify Operational Report.

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

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

Team: The current name of the team that the report covers.

Month: The month that the report covers.

The following are in the User Engagement section.

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. 

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

Clients Screened: The number of clients who started at least one screening over the past month. A client may have multiple screenings within the reporting month, and this includes completed, opted out, and incomplete screenings.

Screening Users: The number of users who administered at least one screening over the past month.

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.

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

Search Users: The number of users who performed at least one search over the past month.

Percentage of Searches Led to Referrals: The percentage of searches that led to at least one referral over the past month.

Referrals Created from Searches: The number of created referrals that came from searches over the past month.

What are the top needs identified through searches?
The top 5 most searched service offering categories by search count over the past month. Stratified by whether or not the search led to at least 1 referral.

Where are needs identified through searches?
The top searched geolocated zip codes over the past month.

The following are in the Outgoing Referral Activity section. Note that this section includes In-Network - Preferred, In-Network, and Out-of-Network referrals.

Preferred Referrals Sent: The number of outgoing In-Network - Preferred referrals created over the past month by your group.

In-Network Referrals Sent: The number of outgoing In-Network referrals created over the past month by your group.

Out-of-Network Referrals Logged: The number of logged Out-of-Network referrals created over the past month by your group.

Clients Referred: The number of clients for whom referrals were created over the past month. A client can have multiple referrals made on their behalf at one time, so the number of clients referred would not necessarily equal the number of referrals created.

What is the status of outgoing referrals?
The number of referrals created over the past month, sorted by referral status. Stratified by In-Network - Preferred, In-Network, and Out-of-Network referrals. Metric is based on the referral's status at the end of the past month.

What are the top referred needs?
The top five referred service offering categories by the number of referrals created over the past month. Stratified by referral status. Metric is based on the referral's status at the end of the past month. Includes In-Network - Preferred, In-Network, and Out-of-Network referrals.

Where are the most active Preferred organizations?
The top resource location zip codes by the number of In-Network - Preferred referrals created over the past month, and includes In-Network Preferred, In-Network, and Out-of-Network referrals. Includes In-Network - Preferred, In-Network, and Out-of-Network referrals.

Which organizations are receiving the most Preferred referrals from your group?
The top five receiving companies by the number of outgoing In-Network - Preferred referrals created over the past month. Stratified by referral status. Metric is based on the referral's status at the end of the past month.

Which organizations are receiving the most In-Network referrals from your group?
The top five receiving companies by the number of outgoing In-Network referrals created over the past month. Stratified by referral status. Metric is based on the referral's status at the end of the past month.

Which organizations are Out-of-Network referrals going to the most?
The top five receiving companies by the number of logged Out-of-Network referrals created over the past month. Stratified by referral status. Metric is based on the referral's status at the end of the past month. (Note: referrals going to resources unassociated with an organization are not represented.)

The following are in the Incoming Preferred Referral Activity section. Note that there are 2 subsections for referrals your group received over the past month and referrals your group updated over the past month.

Preferred Referrals Received: The number of incoming In-Network - Preferred referrals created over the past month going to your group.

Percentage of Those Referrals In-Progress: The percentage of incoming In-Network - Preferred referrals created over the past month that were marked as service in-progress by the end of the past month.

Percentage of Those Referrals Completed: The percentage of incoming In-Network - Preferred referrals created over the past month that were marked as service completed by the end of the past month.

What is the status of incoming Preferred referrals?
The number of incoming In-Network - Preferred referrals created over the past month by referral status. Metric is based on the referral's status at the end of the past month.

Who is sending the most Preferred referrals to your group?
The top five referring companies by the number of incoming In-Network - Preferred referrals created over the past month. Stratified by referral status. Metric is based on the referral's status at the end of the past month.

Preferred Referrals Marked as In-Progress: The number of incoming In-Network - Preferred referrals with a service in-progress status at the end of the past month. Metric is based on referrals that were marked as service completed during this month by any user and includes referrals created at any time in the past.

Preferred Referrals Marked as Completed: The number of incoming In-Network - Preferred referrals with a service completed status at the end of the past month. Metric is based on referrals that were marked as service completed during this month by any user and includes referrals created at any time in the past.

Average Days to Respond to a Preferred Referral: The average number of days for an incoming In-Network - Preferred referral to be marked as reviewed. Metric is based on referrals that were marked as service completed during this month by any user and includes referrals created at any time in the past.

Average Days to Complete a Preferred Referral: The average number of days for an incoming In-Network - Preferred referral to be marked as service completed. Metric is based on referrals that were marked as service completed during this month by any user and includes referrals created at any time in the past.

The following are in the Incoming In-Network Referral Activity section. Note that there are 2 subsections for referrals your group received over the past month and referrals your group updated over the past month.

In-Network Referrals Received: The number of incoming In-Network referrals created over the past month going to your group.

Percentage of Those Referrals In-Progress: The percentage of incoming In-Network referrals created over the past month that were marked as service in-progress by the end of the past month.

Percentage of Those Referrals Completed: The percentage of incoming In-Network referrals created over the past month that were marked as service completed by the end of the past month.

What is the status of incoming In-Network referrals?
The number of incoming In-Network referrals created over the past month by referral status. Metric is based on the referral's status at the end of the past month.

Who is sending the most In-Network referrals to your group?
The top five referring companies by the number of incoming In-Network referrals created over the past month. Stratified by referral status. Metric is based on the referral's status at the end of the past month.

In-Network Referrals Marked as In-Progress: The number of incoming In-Network referrals with a service in-progress status at the end of the past month. Metric is based on referrals that were marked as service completed during this month by any user and includes referrals created at any time in the past.

In-Network Referrals Marked as Completed: The number of incoming In-Network referrals with a service completed status at the end of the past month. Metric is based on referrals that were marked as service completed during this month by any user and includes referrals created at any time in the past.

Average Days to Respond to an In-Network Referral: The average number of days for an incoming In-Network referral to be marked as reviewed. Metric is based on referrals that were marked as service completed during this month by any user and includes referrals created at any time in the past.

Average Days to Complete an In-Network Referral: The average number of days for an incoming In-Network referral to be marked as service completed. Metric is based on referrals that were marked as service completed during this month by any user and includes referrals created at any time in the past.

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