Using Dashboards
SUMO includes over 5 Dashboards and over 20 custom reports.
1. SUMO Summary
This dashboard is a summary and includes elements of most of the dashboards.
2. Completed Appointments to Goal
This dashboard may be used to monitor completed appointments volume vs. goal, across various time periods.
3. Unconfirmed Appointments Dashboard
This dashboard helps the Scheduler know which appointment participants have not yet confirmed.
4. No-Show Appointments Dashboard
This dashboard displays no-show volume & trends across various time periods.
5. Canceled Appointments Dashboard
This dashboard shows canceled appointment volume & trends across various time periods.
6. Appointments by Provider by Status
This dashboard illustrates appointment volume by provider & status across various time periods.
7. Appointments by Status
This dashboard illustrates appointment volume by status across various time periods.
8. Work Shifts
This dashboard the Scheduler analyze providers and their work shifts.
Using Reports
SUMO includes over 25 custom report to help you track utilization, no-shows, cancelations, and more.
| All Appointments – This Week |
| All Appointments – Today |
| Appointment No Shows (Last Month) |
| Appointment No Shows (Last Week) |
| Appointment No Shows (Last Year) |
| Appointment No Shows (This Month) |
| Appointment No Shows (This Week) |
| Appointment No Shows (This Year) |
| Appointment Reschedule Report – Declined |
| Appointments by Participant (Today) |
| Appointments by Provider (All Time) |
| Appointments by Status (this week) |
| Appointments with Participants |
| Appointments by Provider by Status (Last Week) |
| Appointments by Provider by Status (Last Year) |
| Appointments by Provider by Status (Last Month) |
| Appointments by Provider by Status (This Week) |
| Appointments by Provider by Status (This Year) |
| Appointments by Provider by Status (This Month) |
| Appts by Status (last month) |
| Appts by Status (last week) |
| Appts by Status (last year) |
| Appts by Status (this month) |
| Appts by Status (this year) |
| Cancelled Appointments (last month) |
| Cancelled Appointments (Last Week) |
| Cancelled Appointments (Last Year) |
| Cancelled Appointments (This Month) |
| Cancelled Appointments (This Week) |
| Cancelled Appointments (This Year) |
| Completed Appointment Hours by Provider |
| Events by Outcome (Last Month) |
| Events by Outcome (This Month) |
| Events by Outcome (This Year) |
| Providers with Location and Work Shifts |
| Services Trend by Type |
| Unconfirmed Appointments – Current Qtr |
| Unconfirmed Appointments – Last Qtr |
| Unconfirmed Appointments – Last Week |
| Unconfirmed Appointments – Next Month |
| Unconfirmed Appointments – Next Week |
| Unconfirmed Appointments – This Month |
| Unconfirmed Appointments – This Week |
| Unconfirmed Appointments – Today |
| Unconfirmed Appointments – Tomorrow |
| Unconfirmed Appointments – Yesterday |
