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.
Per-Location Scorecard
Every clinic manager sees their own calls, missed calls, bookings, and ad spend. Corporate sees everyone. Rollups are built in, not duct-taped.
Missed Calls That Still Need a Callback
A living queue of inbound calls that have not been returned, split by location. Each row opens the call in your phone system.
Patient Flow Across Clinics
From inquiry to booked appointment to revenue. See the funnel at each clinic and spot where the drop-offs happen.
Ad Spend to Booked Patient
Which campaign actually produced the booked appointment, not just the ring. By clinic, by channel, by campaign.
Operator Benchmarking
Which clinics are hitting their answer rates, callback completion, and booking rates. Which are not. Objective comparisons across your group.
EMR Data Through Your CRM
Appointment status and revenue from ModMed, or admit and discharge dates from Kipu and Sunwave, brought back into your CRM and shown by location.
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
Multi-location call reporting examples
Screens from a dashboard we built for a multi-location medical 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 location: answered, missed, and outbound calls for every clinic, side by side.
- Answered, missed, and outbound for every location
- Long red bars stand out at a glance
- Sorted by total calls
The numbers behind each location
The same breakdown as a sortable table, with the miss rate for each location.
- Total, answered, missed, and outbound columns
- Miss % for every location
- Click any column to sort
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
Built for multi-location medical practices
Specialty clinics
Allergy, dermatology, ENT, gastroenterology, OBGYN, ophthalmology, orthopedics, pain management, plastic surgery, podiatry, and urology groups.
Urgent care and dental groups
High call volume across many sites, where a missed call is a patient who goes somewhere else.
Mental health and addiction treatment
Admissions calls, callbacks, and the pipeline through to admit, across every facility.
Senior living
Inquiry calls, tours, and move-ins by community.
Every missed patient call should get a call back
A patient who does not reach the front desk books somewhere else. These are the views that keep that from happening, at every location.
Missed calls by location
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.
From first call to live multi-location dashboard
1. Discovery call
We map your phone system, your CRM, your locations, 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.