Reports & Analytics
Overview​
The Reports section gives administrators visibility into how the ChartChat platform is being used and how well EHR integrations are performing. There are three separate dashboards, each focused on a different aspect of the platform.
Patient Engagement (/reports/engagement)​
What it shows​
The Patient Engagement report tracks how actively patients are using the member portal — logins, feature usage, and overall activity patterns. Use this to understand adoption rates and identify inactive cohorts.
How to use it​
- In the left sidebar, go to Reports → Patient Engagement
- Review the charts and tables for login counts, active users over time, and feature-level activity
- Use the date range controls (if available) to narrow the view to a specific period
Key metrics to watch:
- Total registered patients
- Active patients in the last 30 / 60 / 90 days
- Login frequency per patient
- Most and least used features
AI Chat Analytics (/reports/chat-analytics)​
What it shows​
The AI Chat Analytics report covers usage of the ChartChat AI assistant in the member portal — how many questions patients are asking, how those questions are being categorized (lab vs general health), and whether any safety or out-of-scope queries are being flagged.
How to use it​
- Go to Reports → AI Chat Analytics
- Review total chat sessions, question volume, and category breakdown
- Look at flagged queries to understand what patients are asking that the AI declines to answer
Key metrics to watch:
- Total chat sessions
- Questions per session
- Category distribution (lab, general, out-of-scope)
- Safety event count — questions the AI flagged or refused to answer
Why this matters: A spike in safety events or out-of-scope queries may indicate patients are looking for information that ChartChat does not currently provide, which could inform feature planning.
EHR Integration Health (/reports/ehr-health)​
What it shows​
This dashboard shows the sync status of every patient's EHR connection — which patients are syncing successfully, which have expired tokens, and which are encountering errors. It is the first place to look when patients report that their health data is not updating.
How to use it​
- Go to Reports → EHR Integration Health
- The table shows each patient alongside their connected EHR providers and the status of each connection
- Look for patients with expired or failed connections
Connection statuses:
| Status | Meaning |
|---|---|
| Synced | Data is current — last sync was successful |
| Token expired | The patient's authorization with their EHR provider has expired — they need to reconnect in the member portal Settings |
| Sync error | An error occurred during the last sync — details are in the audit log |
| Never synced | The patient connected their EHR but no sync has run yet |
What to do when you see a problem​
- Expired token: The patient must go to Settings in the member portal and re-authorize their hospital connection. Admins cannot renew tokens on behalf of patients.
- Sync error: Check the Audit Log (
/activity-log) for error details on that patient's recent activity. If the error is from the hospital's FHIR server, check the Hospital Integration configuration. - Many patients failing at the same hospital: This may indicate the hospital changed their FHIR endpoint or rotated their credentials. Update the Hospital Integration accordingly.
Audit Log (/activity-log)​
While not under the Reports menu, the Audit Log is a critical operational tool. It shows every action taken in the system — FHIR resource creates, updates, deletes, API calls, login events, and more.
- Go to Audit Log in the left sidebar
- Filter by resource type, date range, or user to narrow results
- Click any audit event to see the full details
The audit log is the authoritative record for compliance purposes and the go-to tool for diagnosing unexpected data changes.