Consultation QA
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| When | Doctor | Patient | TC | Location | Score | Status | Trigger | Logs |
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Aggregates over completed runs.
Insight reports
Constructive, comparative coaching across doctors — saved to the spreadsheet + PDF.| Generated | Doctors | Range | Consults | Status |
|---|
Summary
Category score heatmap
Per-criterion averages. Color-coded against the 7-point bands you'd expect: ≥9 great, 7–8.9 solid, ≤6.9 needs work.
Category scores — radar
Toggle doctors and locations above; the Window selector sets the time range for both charts.
Trend — total score %
Each doctor's average total as a percentage. Use the chips above to filter who's shown.
Confirm or fix every consult the matcher was not sure about. Validated links update the master sheet name and survive weekly re-imports.
Every graded consult with its patient id, scores, and Monday.com case status. Click a status chip to filter.
Won vs lost — score profile
For each location and doctor: the average score on consults where the patient accepted treatment, and next to it a colored pill showing how much higher ▲ or lower ▼ that is than their consults where the patient decided against it. Big green pills mean that step is where their winning consults pull ahead. The two money columns come from Monday: avg proposed is the average Tx Value across every decided consult that carries one, won or lost, and avg accepted is the average on the ones that closed. A red pill there means the bigger cases are the ones getting away.
Which scores travel with a yes
The link strength pill says how strongly a step's score moves together with the patient saying yes: green + means higher scores went with more acceptances, red − means the opposite, gray means no clear link. Then the practical version: the acceptance rate when that step scored well (6+) vs poorly (5 or less). Only decided patients count. A link is a pattern, not proof of cause, and pills on few cases (small n) are just a hint.
Conversion charts
Accepted the treatment Decided against Still deciding / no cardEach pair of bars is one step of the consultation. The green bar is the average score when the patient went on to accept treatment; the red bar is the average when they decided against it. The wider the gap, the more that step separates a won consult from a lost one.
Consults grouped by their total score (out of 70). The bar shows what share of the decided patients in that band accepted. If coaching works, the right side of this chart should be taller than the left.
The same score bands, showing every consult: green went on to accept, red decided against, gray is still deciding or has no Monday card yet. Tall gray means follow-up opportunity, not failure.
Green line = the share of decided patients who accepted each month. Purple line = the average consultation score that month. When the lines move together it suggests better consults are paying off.
Of each doctor's patients who made a decision, the share that accepted. Hover a bar to see the counts behind it — a high rate on very few cases means less than it looks.
All consults per office, stacked by how they ended. Compares the shape of each location's funnel at a glance.
One dot per accepted case: its consultation score across, and how many days after this consult the patient accepted, up. Dots drifting down-right would mean stronger consults close sooner. Days are counted from the scored consult (not from any older first visit on the Monday card), and cases where the yes came before this call (follow-up visits after an earlier acceptance) are left out.
One dot per accepted case: consultation score across, dollar value of the accepted treatment up. Shows whether bigger cases get (or need) better consultations.
Accepted cases grouped by treatment value. Bars show how many days the average patient in each price band took to say yes after their consult; the line shows how many cases each band holds. Tells you whether the expensive cases need a different follow-up rhythm.
Each location or organization with its own Zoom login connects here. Connecting an account lets the pipeline receive its recordings.
Every Zoom mailbox that records consultations needs a row here. The row decides the location label, who the coordinator is, and who receives the report and clinical note.
The AI prompts, model choice, and creativity settings live in their own editor.