Analytics Dashboard Overview

We’ve introduced a powerful new Analytics Dashboard that gives you deep insight into all your cases and consultations. With flexible filters and easy-to-read visualizations, you can now explore trends, track outcomes, and better understand the needs of your patients and clients.

What You Can Do

• Filter your data: Narrow down results by organization, team, case type, species, sex, and custom date ranges.
  
  

• Track case details: See breakdowns of cases by breed, age, sex, and type, plus how these change over time.
  
  

• Understand chief concerns: Explore both high-level categories (like dermatologic, dental & oral, or gastrointestinal) and specific concerns, with trends and detailed tables for deeper exploration.
  
  

• Measure recommendations & compliance: View how often diagnostics, procedures, medications, and vaccinations are recommended—and how often clients accept them during the same visit.
  
  

• Gain insight into client sentiment: See which emotions are most often present across different types of cases, helping you better understand the client experience.
  
  

• Coming soon: A dedicated section on financial discussions for even more visibility.
  
  

Why It Matters

This dashboard turns your case data into actionable insights. Whether you want to identify trends, evaluate recommendations, or understand the client journey, everything is organized and visualized in one place to help you make data-driven decisions and improve care delivery.

What It Means for You

For individual veterinarians:
The Analytics Dashboard helps you see your own work in a new light. By revealing patterns across your cases and consultations, it can highlight the types of concerns you see most often, how clients respond to your recommendations, and even the emotional tone of your interactions. These insights are designed to support your own reflection and growth. They are intended to help you recognize what’s working well and to uncover simple ways to make your day-to-day conversations more effective and satisfying.

For clinic and organizational leaders:
 The dashboard provides a high-level view of what’s happening across your team or organization. You can track shifts in case types, client needs, and acceptance of recommendations over time, giving you a clear picture of performance and emerging trends at scale. This helps inform training priorities, resource allocation, and long-term planning.

Data visibility:
 Leaders can view aggregated data for teams and organizations but do not have access to detailed, individual-level statistics. This ensures the dashboard supports continuous improvement and team-wide understanding while maintaining privacy for each clinician’s individual data.

Dashboard Sections in Detail

1. General Case Information

This section gives you an overview of your cases, while allowing you to filter through key information.

• Case breakdowns by breed, sex, and age.
  
  

• Case type allows you to look at specific types of interactions

  • Wellness Only Cases

  • Medical Cases

    • New Medical Concern

    • Chronic Medical Concern

    • Multiple Concerns

    • Euthanasia.

  • Other Cases

    • Procedure

    • Phone Call

    • Meeting

    • Rounds

    • Medical History Summary

Important Note: This dashboard presents information on a case by case basis. Since a single CoVet case can involve multiple inputs and multiple documents a single case could appear under multiple case types.

• Trends over time to track how case types and patient demographics shift.
  
  

• Comprehensive table to view, filter, and explore cases in more detail.
  
  

2. Chief Concerns

Every case can have one or more chief concerns. This section helps you understand which problems are most common:

• Categories help you get a high-level overview of what you’re seeing in clinic

  • Behavioral & Neurological

  • Dental & Oral

  • Gastrointestinal & Nutritional

  • Endocrine & Metabolic

  • Masses, Tumors & Neoplasia

  • Hematologic & Immune Mediated

  • Musculoskeletal & Orthopedic

  • Ophthalmic

  • Cardiorespiratory

  • Dermatologic

  • Urinary & Reproductive

  • General Systemic Signs & Non-Specific Complaints

  • Preventive & Wellness Care

  • Vaccinations

Important Note: This dashboard presents information on a case by case basis. Since a single CoVet case can have multiple chief complaints across one or more categories a single case can be tagged with multiple concerns and/or categories.

• Chief Concerns within each category for more specific insights. Contact support@co.vet for a full list of the chief concerns that can be listed.
  
  

• Visualizations that show concern categories by proportion and how they trend over time.
  
  

• Detailed tables for drilling down into individual concerns.
  
  

3. Recommendations & Compliance

Here you can track what is recommended in consultations, and how often clients verbally accept those recommendations.

Important Note: At present, data regarding acceptance of recommendations is only being extracted from within the same case.

• Diagnostics - Presented based on categories of test:

  • Blood tests

  • Imaging tests

  • Urine tests

  • Ocular test

  • Skin tests
    
    

• Procedures - Presented based on categories of procedure:

  • Minor procedures (e.g. grooming, wound clean, lancing an abscess, etc.)

  • Advanced procedures (e.g. endoscopy, thoracocentesis, blood transfusion, etc.)

  • Surgical procedures

  • Dental procedures

  • Unclassified procedures (for procedures/treatments that can't be categorized as one of the above)
    
    

• Medications:

  • Extracted based on medication names (could be either brand name or generic name depending on how it is spoken about during the consultation)

  • They are not placed in broader categories the way Diagnostics and Procedures are.
    
    

• Vaccinations:

  • Extracted based on vaccination names (could be either name or abbreviation depending on how it is spoken about during the consultation)

  • They are not placed in broader categories the way Diagnostics and Procedures are.
    
    

4. Sentiment Analysis

Sentiment analysis can help you understand the emotional context of your consultations. 

Important Note: Our sentiment analysis extracts emotions verbally expressed during consultations. They should not be interpreted as indicating causation, nor identifying the target of those emotions, merely things that have been expressed.

We have taken this approach since veterinary medicine can be emotionally complex. For example, a consultation where a client is extremely anxious about their pet’s medical condition upon presentation could eventually leave feeling they received the best possible care in a difficult situation, even if the medical outcome was not what they would have wanted. In simpler systems, a case like this would likely be flagged as “negative”, but we don’t feel that truly captures the nuance of what has occurred in the room.

• Multiple sentiments per case may be tagged, reflecting the complexity of conversations.
  
  

• Breakdowns show how sentiments appear in wellness visits, medical consultations, and miscellaneous cases (like calls, rounds, or meetings).
  
  

• Visualization highlights overall patterns across case types.
  
  

• Detailed table for exploring sentiment tags case by case.
  
  

5. Financial Discussions (Coming Soon)

This upcoming section will focus on financial-related conversations, providing insights into how and when financial matters come up across consultations.