Orthopedics · Reference Guide
Definitions & Best Practices
The canonical orthopedic definitions behind every KPI — leads, appointments, referrals, authorizations, access, financial measures, and reporting states — with guidance on interpreting them consistently.
Defined Categories
7
Defined Terms
42
Canonical KPIs
74
Where each measure lives
Executive Overview
Are we acquiring and converting new orthopedic patients efficiently?
Selective roll-up of canonical KPIs; no duplicate definitions.
Patient Access
12 KPIsCan new patients actually get scheduled and into the practice?
Orthopedic access, attendance, delay and capacity intelligence.
New Patient Acquisition
18 KPIsWhich leads and sources are producing scheduled and completed new patients?
Core marketing-to-patient funnel and acquisition efficiency.
Referral Performance
19 KPIsAre referral sources converting successfully, or leaking?
Orthopedic-specific referral workflow, source, delay and leakage.
Production
6 KPIsWhat gross charge value is being generated?
Practice financial production/charge layer; not called revenue.
Collections
8 KPIsWhat cash/value is actually being collected?
Collections and collection-efficiency layer.
Accounts Receivable
11 KPIsWhere is earned value delayed or lost?
A/R aging, days in A/R, payer/patient responsibility and denials.
Growth
Are acquisition, referral, access and financial KPIs improving?
Time-series/trend views of canonical KPIs.
Performance states
Green
Healthy performance relative to the configured benchmark.
Yellow
Performance warrants attention and additional investigation.
Red
Performance is materially outside the recommended range.
Neutral
The metric is descriptive and should not receive a performance rating.
Low Sample
There is not enough volume to evaluate performance reliably.
Cohort Not Mature
The selected lead or referral cohort has not had enough time to complete the full conversion cycle.
Data Unavailable
The required source data is not currently available.
Acquisition & Patient Events
Canonical events every acquisition KPI is built from. Using these consistently is what makes conversion rates comparable across locations, providers, and campaigns.
Referral, Requirement & Authorization
In orthopedics, referral source, referral requirement, and prior authorization are three separate things. Collapsing them hides where patients are actually stalling.
Orthopedic Context
Patient Access
Financial
V1 financial attribution stops at the first qualifying completed orthopedic evaluation. Downstream surgery, procedure, and lifetime value are intentionally out of scope.