Where do we find the Patient Plan Summary data?

Overview

The Patient Plan Summary data can be found in the Reports/Analytics section. It provides a consolidated view of patient plans, including packages, services included, and overall utilization.

Description

To access the Patient Plan Summary data, navigate to the Reports or Analytics module and select the Patient Plan Summary option. You can apply filters such as date range, plan/package name, or patient details to view specific data.
This report includes:

List of patient plans/packages
Services included in each plan
Utilization and status of plans
Revenue generated from plans

It helps in:

Tracking plan usage and performance
Monitoring package-based revenue
Understanding patient engagement with plans

Step 1 : Go to the Analytics

Step 2: Click on Package to view the Patient Plan Summary.

**Notes : **
You will see the Patient Plan Summary data under the Package section
Data includes plan details, services, and usage
Apply date and package filters to refine the data
To download the data, click on the three dots (top-right corner)
Select Download to save the report

Updated on: 07/04/2026

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