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Tips & Tricks:

Performance Trend Reports

August 29, 2018 Tami Weigold Category: Tip

Performance Trend Reports

We are always looking for new and helpful ways to review data and understand the information gathered from our HRAs. Our goal is to create useful tools for our clients and to that end, we’ve added Performance Trends to our report section.

Found on the left panel of the reports tab, the Performance Trend report is a simple way to show month-over-month performance of either all active HRAs or filtered down individually. Viewers have the option to review the data for three different time frames; the past 6 months, the past year or as year-to-date. You also have the ability to print or email the report directly from the portal or download the file as a CSV.

The Performance Trend report is an excellent snapshot of visits and completions to easily analyze your HRA activity each month. It is useful to get an idea of performance and correlate activity with Marketing Campaigns and other promotional efforts.

The report also provides a high-level understanding of user activity while completing the HRAs, including time spent, whether or not they provided their contact information, and which provided call to action the user selected. The report can also be valuable in presenting results to Leadership or comparing numbers with what it is showing in your CRM following an update.

To learn more about the reporting features on the portal, please contact a member of the Client Success Team.

Tami Weigold

Director of Client Success

Tami has been in the healthcare marketing space for nearly two decades – working in both large hospital systems and independent medical groups. The majority of her career was spent in San Diego, leading marketing and communications efforts for both Sharp Healthcare and Palomar Health. With a hefty focus on CRM, ROI analysis and the patient experience, Tami was an early adopter of digital technology.

After a recent move to Connecticut, with her husband Justin and children Molly and Max, Tami is excited to join the Client Success team at Medicom Health and looks to be a valued strategic resource to her clients.

More by Tami Weigold

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