Scheduler Analytics Data Dictionary

Facts

In Microsoft Excel, ‘Facts’ are the actual numbers that you are able to analyze/report on.  This type of data is quantitative (numbers).

• Appointment: This data is derived from all appointments created in the iScheduler.
  • Appointment Count:  The total number of unique appointments.
  • Appointment Duration:  The total number of minutes for all appointments.
• Blackout:  Users can add Blackout Overlays on a schedule template.  This type of overlay prevents appointments from being scheduled in this space.
  • Blackout Count:  The total number of unique blackout overlays on a schedule template.
  • Blacount Duration:  The total number of minutes for all blackout overlays. 
• Employer: Some practices may utilize the iSalus Employer Module.  If so, this is the Employer Entity that is configured.  This is very rarely used.
  • Employer Count: The total number of unique employers in the employer module.
• Placeholder:  Users can add placeholders on a schedule template.  This is a predetermined appointment slot used to force specific scheduling habits.
  • Placeholder Count:  The total number of unique placeholders slots.
  • Placeholder Duration:  The total number of minutes for all placeholder slots.
• Resource:  A resource is an entity that an appointment can be scheduled with.  Most commonly, this is a provider, but could be a room, a nurse, or any other type of schedule that makes sense for the practice.
  • Resource Count:  The total number of unique resources.
  • Workday Duration:  Each resource must have a Workday Start Time and Workday End time (used to determine when they are expected to be in the office).  This represents the total number of workday minutes allotted.
• Values
  • Appointment Type %:  Expected to be used with the 'Appointment Type' dimension.  This specifies how frequently an appointment type is used in the practice.
  • Employee Appointment Count %:  Only used for practices with Employer Module feature enabled.
  • Employee Type %: Only used for practices with Employer Module feature enabled.  
  • Employer Appointment Count:  Only used for practices with Employer Module feature enabled.
  • Placeholder Usage %:  Percentage of placeholders that have appointments assigned to them. 
  • Resource Usage %:  Percentage of resources workday filled with appointments.

Dimensions

In Microsoft Excel, ‘Dimensions’ are how you might analyze or break down a number.  This type of data is qualitative (categories).

• Appointment Status:  Appointments will always be assigned to a status.  This represents where the appointment is within the workflow.
  • Appointment Status:  The name of the status of the appointment (i.e. Scheduled, Cancelled).
  • Appointment Status ID: The  internal ID of the status of the appointment (i.e. 1, 6).
• Appointment Type:  Appointments and Placeholders will always be assigned an appointment type. 
  • Appointment Type:  The name of the appointment type utilized (i.e. New Patient).
  • Appointment Type ID: The internal ID of the appointment type (i.e. 3).
• Blackout Reason:  All blackout overlays that are scheduled can have a predetermined Blackout Reason.  
  • Blackout Reason:  The name of the reasons associated with the blackout overlay (i.e. Vacation, Sick).
  • Blackout Rason ID:  The internal ID of the reason associated with the blackout overlay (i.e. 1, 3).
• Clinic Access End Date:  Only used for practices with Employer Module feature enabled.
• Clinic Access Start Date:  Only used for practices with Employer Module feature enabled.
• Date: Date of the appointment or placeholder.
  • Date.Hierarchy:  Selecting this value will break out the included appointments, starting with the year, then drills deeper.
    • Example: 2018 -> Q1 -> January, February, March -> 2018-01-01, 2018-01-02, 2018-01-03, etc.
  • Date.Date Id:   The iSalus unique identifier for the calendar date.
  • Date.Date Value:  Selecting this value will break out the included appointments by calendar date, regardless of year.
  • Date.Quarter Value:   Selecting this value will break out the included appointments by Quarter, regardless of year.
  • Date.Year Month: Selecting this value will break out the included appointments by Month, regardless of year.
  • Date.Year Value: Selecting this value will break out the included appointments by Year.
• Department:  Only used for practices with Employer Module feature enabled.
• Employee Type:  Only used for practices with Employer Module feature enabled.
• Employer:   Only used for practices with Employer Module feature enabled.
• Employer Group:  Only used for practices with Employer Module feature enabled.
• First Appt Date:   Date of the patients first scheduled appointment.
  • First Appt Date.Hierarchy:  Selecting this value will break out the included appointments, starting with the year, then drills deeper.
    • Example: 2018 -> Q1 -> January, February, March -> 2018-01-01, 2018-01-02, 2018-01-03, etc.
  • First Appt Date.Date Id:   The iSalus unique identifier for the calendar date.
  • First Appt Date.Date Value:  Selecting this value will break out the included appointments by calendar date, regardless of year.
  • First Appt Date.Quarter Value:   Selecting this value will break out the included appointments by Quarter, regardless of year.
  • First Appt Date.Year Month: Selecting this value will break out the included appointments by Month, regardless of year.
  • First Appt Date.Year Value: Selecting this value will break out the included appointments by Year.
• Health Plan Group:  Only used for practices with Employer Module feature enabled.
• Locality:  Only used for practices with Employer Module feature enabled.
• Patient:  Patient associated with the appointment.
  • Address: Patient address
  • City: Patient city
  • Dob:  Date of Birth
  • First Name:  Patient first name
  • Last Name:  Patient last name
  • Patient Id:  iSalus Unique ID
  • Patient Name:  The patient's full name, structured in the following manner: Patient Last Name, Patient First Name, Patient Middle Initial (Patient Nick Name).
  • State: Patient state
  • Zip Code: Patient zip code
• Placeholder:  Users can add placeholders on a schedule template.  This is a predetermined appointment slot used to force specific scheduling habits.
  • Utilized:  Determines if a placeholder has an appointment associated with it or not.  Produces the options of 'Utilized' or 'Not Utilized'.
  • Utilized Id:   Determines if a placeholder has an appointment associated with it or not.  Produces the options of '1' or '0'.
• Registration Date: Only used for practices with Employer Module feature enabled.
• Resource: A resource is an entity that an appointment can be scheduled with.  Most commonly, this is a provider, but could be a room, a nurse, or any other type of schedule that makes sense for the practice.
  • Resource Id:  Internal ID of the resource (i.e. 343)
  • Resource Name:  Name of the resource (i.e. Nurse Schedule)
• Resource Category:  A resource can be assigned to a category and grouped in a logical fashion.  Practices can setup their own categories as desired. 
  • Resource Category ID:  Internal ID of the resource category (i.e. 1).
  • Resource Category Name:  Name of the resource category (i.e. Personnel).
• Resource Type:  A resource category can be further classified by creating resource types. Practices can setup their own types as desired. 
  • Resource Type ID:  Internal ID of the resource type (i.e. 2).
  • Resource Type Name:  Name of the resource type (i.e. Providers or Therapists).
• Service Location:  A service location is the physical place where the appointment is to take place.  
  • Service Location ID:  Internal ID of the service location  (i.e. 2282).
  • Service Location Name:  Name of the service location (i.e. North Office).
• Sub Population: Only used for practices with Employer Module feature enabled.
• Time:  This refers to the time of the scheduled appointment or placeholder.
  • Time Display:  Appointment time, formatted as HH:MM AM/PM (i.e. 11:15 AM).
  • Time Hour:  The hour of the scheduled appointment (i.e. 11).
  • Time Id:  The unique ID that represents the time (not recommended to use).
  • Time Minute:  The minute of the scheduled appointment (i.e. 15).
• Wellness Date:  Only used for practices with Employer Module feature enabled.