How much care a group uses decides whether its price works and whether your schedule can hold it. Count a few totals each month for each employer group, like visits and messages per member, and compare them with the rest of your panel.
What to count
- Members enrolled at the start of the month.
- Office and video visits.
- Messages or calls that needed a clinician.
- Included labs and other included extras, by cost.
- Members with at least one visit, for engagement.
Keep them as totals by group. You don't need to know who used what to see a pattern. More on keeping reports private.
Turn counts into rates
Divide each count by the members enrolled. In a made-up example, a group of 40 had 22 visits and 35 messages in March. That's 0.55 visits and 0.875 messages per member. Your panel overall had 0.40 visits and 0.6 messages per member. This group uses more than average, at least this month.
Look at trends, not single months
A new group may use more care in its first months. Look at three-month averages, and compare months two through six with later months before you decide anything.
Use it for
- Pricing. Groups that use more need a higher price or tighter terms at renewal. Here's how use feeds into profit.
- Capacity. Add the visits a new group would bring to your current schedule before you sign.
- Reports. Engagement totals help the employer see value. Here's a quarterly report.
Where the counts come from
Check your EHR or membership platform reports for these counts. Lab and extra costs come from your books, if they're on their own expense lines. Pick one day a month to pull them and save them in the same spreadsheet.
What I'd do this week
- Check whether your EHR can report visits by employer group.
- Pull last quarter's visits and enrolled members for each group.
- Work out visits per member per month and compare with your panel.
Common questions
Is high use a bad sign?
Not always. It can mean members trust the practice. It matters for price and capacity, so track it.
What if my EHR can't tag members by employer?
Keep a list of members by employer from the census and match it to the visit report. A spreadsheet works.
Should I share these numbers with the employer?
Share totals that show value, like engagement. Keep detailed use for your own pricing.
Want use and revenue side by side for each group?
We reconcile every account every month and send your P&L and Balance Sheet by the 15th, so decisions like this start from real numbers. If that's what you need, apply to work with us.