Make the right decisions with business intelligence.
An industry-first report for Account Owners, the WellSky Personal Care Benchmarking and Usage Report provides a snapshot of how your business is doing in three key areas relative to other agencies using WellSky Personal Care.
Our agency partners do not have the luxury of slowing operations given the vital role they serve in their communities. So we created the CEO Dashboard Report, a monthly report sent to Account Owners by email. The report contains data from the previous calendar month, allowing Owners to easily analyze their business performance without having to run reports.
The CEO Dashboard provides at-a-glance visibility into business performance across Sales and Marketing, Scheduling, Human Resources, Recruiting, and Finance.
The right metrics arrive at the right time to the right people - in the inboxes of you and your staff on the cadence you establish.
Analytics and reporting provide the metrics, but in the day-to-day, it can be hard to train staff to pull the reports and manage to the right metrics at the right time. Analytics Delivered enables agencies to email encrypted reports directly from Analytics on a schedule you set.
Here are just a few examples of best practices:
WellSky Personal Care provides end-to-end reporting to help you identify trends and gain insights into the health of your business, which means better care and more profits.
We've done the legwork so you can quickly access revenue by referral source, caregivers who call out most often, expiring certifications, gross profit, and more.
Select exactly the data you’d like to see. Manipulate and analyze your data right in WellSky Personal Care. Create your own custom reports and save them for future reference. Use flexible Data and Pivot Grids for even deeper insights.
Build dashboards that display key metrics in charts and graphs so you can easily identify trends. See revenue, hours billed, client referrals, client and caregiver pipeline, and more.