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๐Ÿ“Š Where Do I Find My Numbers? Reports, Progress and Exports

Find out where to check campaign progress, recall activity, indicator performance and individual patient history, plus which reports and patient lists you can export.

Hippo gives you a few different ways to track how your recalls are going, from checking the progress of one campaign to seeing your overall indicator performance.

The best place to look depends on what you're trying to find.

๐Ÿ—บ๏ธ Where should I look?

I want to know...

Go here

How a particular campaign is performing

Recall Campaigns โ†’ select the campaign โ†’ Progress Button

How many first, second or third recall messages have been sent

Recall Campaigns โ†’ select the campaign โ†’ Progress Button

How we're progressing against clinical indicators

Practice Analytics โ†’ Indicator Performance

How many recalls we've sent over time

Practice Analytics โ†’ Advanced Analytics

How many calls staff have made

Practice Analytics or Team Recalls Today (Recall List)

More detailed campaign performance and booking trends

Advanced Analytics

What happened with one particular patient

Recall List โ†’ See Patient

๐Ÿ’ก Advanced Analytics is available when you're connected to the NHS network (HSCN).


๐Ÿ“ค Checking an individual campaign

If you want to know how one particular Recall Campaign is doing, open Recall Campaigns and select the campaign.

This gives you a snapshot of its progress, including:

๐Ÿ‘ฅ Patients in the campaign โ€“ how many patients have been invited and how many are still to be invited

โœ… Patients completed โ€“ patients who have booked or completed their automated Recall Flow

๐Ÿ“… Bookings โ€“ bookings associated with the campaign, including direct bookings and Booked (approx) outcomes

๐Ÿ“Š Success rate โ€“ the proportion of recalled patients who have gone on to book

๐Ÿ“จ Recall messages โ€“ how many first, second and subsequent messages have been sent, including the communication methods used

โณ Patients remaining โ€“ how many patients are still expected to move through the campaign

Why might bookings appear later?

Not every patient books directly through the link in their recall.

If a patient calls the practice or arranges their appointment another way, Hippo may identify that booking from your clinical system later. This means your campaign's booking figures can continue to change after the initial recalls have been sent.

๐Ÿ’ก See Understanding Recall Outcomes for more information about Booked and Booked (approx).

โš ๏ธ Campaign progress is based on recall activity within the current QOF year and resets from 1 April.


๐Ÿ“ˆ Looking at practice-wide performance

For a wider view, head to Practice Analytics.

This is where you can look beyond an individual campaign and understand how recalls and clinical indicators are progressing across your practice.

Indicator Performance

Indicator Performance shows how you're progressing against individual clinical indicators.

You can use it to see:

  • How many patients are eligible

  • How many have completed the required care

  • Your current completion percentage

  • Relevant QOF points

This is particularly useful when you want to answer:

โ€œHow are we doing against this indicator?โ€

rather than:

โ€œHow is this particular recall campaign performing?โ€


โ˜Ž๏ธ Manual recall activity

Practice Analytics also includes your team's manual recall activity, helping you see calls logged by individual members of staff.


๐Ÿ”Ž Going deeper with Advanced Analytics

Advanced Analytics gives you a broader view of how your automated recalls are performing across the practice.

You can use it to explore:

๐Ÿ“Š Recalls sent over time โ€“ see how recall activity changes across the year

๐Ÿ“ฌ Recall methods โ€“ understand which channels your recalls are being sent through

๐Ÿ“… Bookings and campaign performance โ€“ see how recalls are translating into bookings across campaigns

๐Ÿ“ฑ NHS App uptake โ€“ understand how the NHS App is being used as part of your recall activity

๐Ÿ† QOF progress โ€“ track progress over the year

This is the best place to go when you want to understand overall recall trends and performance, rather than investigate one individual campaign or patient.

๐Ÿ’ก See How to Monitor Campaign Performance for a full guide to Advanced Analytics.

โš ๏ธ Advanced Analytics requires an NHS network (HSCN) connection. If it doesn't load, check that you're accessing Hippo from a device connected to the NHS network.


๐Ÿง‘ Checking what happened with one patient

If you're investigating one particular patient, you don't need to dig through the reporting dashboards.

Go to:

Recall List โ†’ See Patient โ†’ Automated Recall Attempts

Here you'll be able to see the patient's individual recall history, including messages sent and their outcomes.

This is useful for questions like:

โ€œWas this patient actually recalled?โ€

โ€œHow many messages have they received?โ€

โ€œWhat happened after their recall?โ€

๐Ÿ’ก See How to Check Which Campaign a Patient Was Recalled For for more information.


๐Ÿ‘ฅ Looking at a particular group of patients

The Recall List is useful when you want to narrow outstanding patients down to a particular group.

For example, if you want to review patients with a particular birth month, you can:

  1. Filter by the relevant Indicator

  2. Select the Birth Month

  3. Set Patient to All patients with outstanding actions

  4. Sort by Next appointment date

This lets you investigate a particular cohort without changing the setup of your Recall Campaigns.


๐Ÿ“ฆ What can I export?

Some reporting can be downloaded directly from Hippo, while patient-level lists may need to be requested from us.

What you need

How to get it

Practice Analytics data

Export as CSV

Advanced Analytics report

Export as PDF

Recall List patient data

Contact Hippo

Patients invited or booked through a particular campaign

Contact Hippo

Patients grouped by number of recall attempts

Contact Hippo

Patients opted out of automated recalls

Contact Hippo

Patients with No Response or Unable to Contact outcomes

Contact Hippo

Staff call activity for a specific date range

Contact Hippo

If you need an export from us, let us know:

  • The campaign or indicator you're interested in

  • The date range

  • What information you're trying to see

We'll then help you get the right data.


๐Ÿ”ข Why don't numbers always match between screens?

It's completely normal to see slightly different figures in different areas of Hippo.

That's usually because the screens are measuring different things.

๐Ÿ‘ฅ Patients vs messages

One patient can receive several recall messages.

So:

100 recalls sent โ‰  100 different patients

Always check whether the figure you're looking at represents patients or messages.

โฑ๏ธ Bookings can appear later

Bookings made directly through a Hippo booking link can be identified straight away.

Bookings arranged another way may only be reflected later once Hippo identifies the relevant appointment from your clinical system.

๐Ÿค– Automated recalls vs manual calls

Campaign reporting focuses on automated recall activity.

Practice Analytics can also include manual calls recorded by your team.

๐Ÿฉบ A booking doesn't mean the care is complete

A patient booking an appointment doesn't automatically complete their clinical indicator.

Hippo will continue to consider the care outstanding until the relevant activity or result is completed, coded and synced.

๐Ÿ’ก See Keeping Hippo Accurate: Coding and Administration Guide for more information.


โ“ Frequently Asked Questions

Can I export Practice Analytics or Advanced Analytics?

Yes.

Practice Analytics can be exported as a CSV, while Advanced Analytics can be exported as a PDF.


Can I download the Recall List to send letters?

Patient-level Recall List exports aren't currently available as a self-service download.

Get in touch with us and we can help with the data you need.


How do I see which patients a campaign has invited or who booked?

The campaign page gives you the overall numbers.

If you need a patient-level list, get in touch with us and tell us which campaign and date range you're interested in.


How can I see who's had their first or second recall?

The campaign page shows the number of first, second and subsequent recalls sent.

If you need the individual patients behind those numbers, contact us for an export.


How many calls has each member of staff made?

You can see staff recall activity in Practice Analytics.

Only calls where an Action Patient outcome has been recorded are included in these figures.


Why is my campaign showing no progress?

First, check whether the campaign has sent any recalls during the current QOF year and whether it's currently Active.

If recalls have been sent but you're still not seeing the figures you'd expect, get in touch and we can take a look.


๐Ÿฆ› In summary

Think of Hippo's reporting in three levels:

๐Ÿ“ค Campaign page โ†’ How is this campaign doing?

๐Ÿ“ˆ Practice Analytics โ†’ How is our practice progressing?

๐Ÿง‘ See Patient โ†’ What happened with this patient?

And when you want to dig deeper into trends and performance, head to Advanced Analytics.

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