Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Patient Call Volume by Location
Which clinic is answering, which clinic is dropping calls, which clinic is overloaded. By day, by hour, by provider when it is tracked.
Missed Calls That Still Need a Callback
A living queue of inbound calls that were missed and have not been returned. Open any one in your phone system in one tap.
Ad Spend to Booked Patient
Which Google or Meta campaign produced booked patients and revenue, not just the ring. Uses the appointment status and revenue we bring from ModMed into your CRM.
ModMed + CRM Pipeline View
From inquiry to booked appointment to revenue. ModMed appointment status and revenue sit on the CRM record, so you can see where the funnel drops across every clinic in your group.
Per-Location Scorecard
Each clinic manager gets their own cut: calls answered, missed calls, bookings, and ad spend attribution. No new logins, same dashboard.
For People Without a CRM License
Owners, physicians, and practice managers can see the numbers without a Salesforce or Zoho seat.
The callers nobody called back
Most calls get answered. Some get missed and someone calls back. The rest are callers who wanted to reach you, did not, and never heard from you again. Without a list, nobody knows who they are.
A missed call dashboard keeps every one of them in front of your team until somebody picks up the phone.
- Answered
- Missed, then called back
- Missed, never called back
Dermatology call reporting examples
Screens from a dashboard we built for a multi-location group. Location names and caller numbers have been replaced.
Spot the bad day
Total calls, missed calls, and the missed-call rate day by day, so a bad day stands out.
- Total calls and missed calls on one chart
- The percent missed on its own scale
- One point per day
Which office is dropping calls
By clinic: answered, missed, and outbound calls for every location, side by side.
- Answered, missed, and outbound for every location
- Long red bars stand out at a glance
- Sorted by total calls
When callers go unanswered
Percent of inbound calls missed by hour and day: green is good, red is bad, and the worst hour is called out.
- Green under 10%, red at 40% and up
- The worst hour named at the top
- Hours with fewer than 5 calls are greyed out
Every caller still waiting for a call back
Unresolved missed calls: one row per caller who has not been called back, by clinic.
- One row per caller, not one per missed call
- Ring time shows how long the call rang before it was missed
- Open in CTM jumps straight to the call record
Every missed patient call should get a call back
A new patient who does not reach your front desk books with the next practice. These are the views that keep that from happening.
Missed calls by clinic
Which locations answer and which drop calls, with pre-queue and in-queue abandons reported separately.
Callback queues by caller type
New callers, repeat callers, and contacts already in your CRM each get their own queue.
Front-desk staffing
Two heatmaps, all calls and missed calls, by day of week and hour of day. The understaffed hours stand out.
Voicemail alerts with AI summary
A short AI summary and a full transcription of each voicemail, sent to email, Microsoft Teams, or the dashboard.
SMS needing a response
Inbound texts nobody has answered yet, matched to the CRM record when the number is known.
Routed by location or team
Each missed call goes to the clinic or the person who should return it.
ModMed appointment status and revenue, through your CRM
We build the integration that brings ModMed data back into your CRM. Once it is there, the dashboard can show it to the people who need it.
Appointment status
So a lead does not go dark once it is booked.
Revenue
What a new patient was worth, on the same record as the call and the campaign that brought them in.
Ad spend to booked patients and revenue
Campaigns and channels judged on patients and revenue, by clinic, instead of on calls or form fills.
From first call to live dermatology dashboard
1. Discovery call
We map your phone system, your CRM, and the questions nobody can answer today.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. Build + review
We stand up your dashboard on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
The dashboard refreshes every five minutes, and missed call alerts are near instant. We monitor it and add views as you grow.
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.