The Metrics Dashboard in ChiroHD allows you to view and analyze key performance metrics at both the location and system levels. This guide walks you through accessing and interpreting the Metrics Dashboard at the location level.

1. Navigate to Your Live Location:
- Begin by selecting your live location within ChiroHD.

2. Access the Metrics Dashboard:
- Go to Reporting > Reporting Dashboards > Metrics
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Once in the Metrics Dashboard, you'll find various options and metrics that you can run, including:
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- Total Income: The total amount collected, including insurance and patient payments, with refunds subtracted.

- Patient Collected: The total amount collected from patient payments only.

- Insurance Collected: The total amount collected from insurance payments posted from the EOB posting screen.

- Total Charges: The total value (not taking fee schedules into consideration) of services/charges on patient ledgers.

- Total Insurance Charges: The total value (not taking fee schedules into consideration) of services/charges on patient ledgers on case types listed as insurance, Medicare, PI, or Workmans comp.

- Supplement Charges: The total value of all inventory items applied to ledgers. Note that this does not represent the total income from inventory sales.

- New Patients: The total number of new patients that received a New Patient charge on their ledger. This data is sourced from the charges configured under the Tracking/Reporting page in System Configuration.

- NP Collections Trend: The total amount collected from new patients (as defined by the New Patient criteria above) within the specified timeframe.

- Chiropractic Visits: The total number of individual "adjustment" charges recorded on patient ledgers. This data is sourced from the "Chiropractic Visits" category under the Tracking/Reporting page in System Configuration. Note, this is not calculating the total value or total income from these charges.

- Massage Visits: The total number of individual "massage" charges recorded on patient ledgers. This data is sourced from the "Massage Visits" category under the Tracking/Reporting page in System Configuration. Note, this is not calculating the total value or total income from these charges.

- Stretch Visits: The total number of individual "stretch" charges recorded on patient ledgers. This data is sourced from the "Stretch Visits" category under the Tracking/Reporting page in System Configuration. Note, this is not calculating the total value or total income from these charges.

- Laser Visits: The total number of individual "laser" charges recorded on patient ledgers. This data is sourced from the "Laser Visits" category under the Tracking/Reporting page in System Configuration. Note, this is not calculating the total value or total income from these charges.

- Red Light Therapy Visits: The total number of individual "red light therapy" charges recorded on patient ledgers. This data is sourced from the "Red Light Therapy Visits" category under the Tracking/Reporting page in System Configuration. Note, this is not calculating the total value or total income from these charges.

- Total Visits: The total number of individual charges recorded on patient ledgers. This data is sourced from all the categories listed under the Tracking/Reporting page in System Configuration. Note, this is not calculating the total value or total income from these charges.

- Records: This will reflect the location's highest statistics in certain categories.

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The categories in the Metrics Dashboard are linked to your Tracking and Reporting page settings. These settings determine how ChiroHD categorizes charges on a patient's ledger, such as adjustments, exams, or new patient appointments.

To access the Tracking and Reporting page settings:

1. Navigate to your System Dashboard > System Settings > System Configuration > Tracking/Reporting.

The Metrics Dashboard reflects these configurations, ensuring consistency in your tracking and reporting.
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You can customize the data displayed in the Metrics Dashboard by:

- Expanding the Date Range: Adjust the date range to view more comprehensive data.
- Viewing Trends Over Time: Analyze metrics over a specific time period to identify trends.
- Selecting Metrics: Use the "Show Widgets" option to display additional metrics, and toggle to choose which ones to include.
- Export Data: Click "Export CSV" to download the current metrics as a spreadsheet.
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If you manage multiple locations or a franchise, the Metrics Dashboard is also accessible at the system level. This allows you to compare metrics across different locations. When viewing the dashboard at the system level, you can:

- Include Inactive Locations: Display metrics for inactive locations if needed.
- View Metrics Across Locations: Display metrics for all locations at one time.
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The Metrics Dashboard in ChiroHD provides a powerful tool for visualizing and analyzing key performance indicators across your office or multiple locations. Whether you’re managing a single location or a franchise, this dashboard offers the flexibility to view and export data tailored to your needs.