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Reading your Metrics page

A tour of the Metrics page for practice owners — the four headline cards, filtering by date and clinic, drilling into providers, and how to read the dollar values.

Written by Valeed Malik

The Metrics page gives practice owners a live view of how RTM is actually performing — enrollments, billing progress, and revenue signals — without waiting for a report.

Where to find it

Sign in at app.sarahealth.com and choose Metrics from the menu. The page is available to practice owners.

Prefer to watch? This 90-second tour walks the whole page:

The four headline cards

  • Enrolled — how many patients were enrolled in the period you've selected.

  • Engaged — of the monitoring cycles that closed in the period, the share where the patient replied to their daily text on enough days for the month to count. This is your single best "is RTM working" number. (This card was called Qualified until September 2026.)

  • Codes — the billing codes generated in the period, with their potential dollar value.

  • Signed — how much of what's ready to bill has actually been signed off. If this lags, revenue is sitting in the Ready to Bill queue.

    Why the Signed card may show data when you don't use SaRA billing

    The Signed card counts billing cycles that reached the Ready to Bill threshold and were then marked as signed — it reflects RTM activity in SaRA's billing workflow, not whether your practice submits claims through SaRA.

    If your practice manages billing outside SaRA (for example, in your EMR or through a billing service), you may still see a non-zero Signed count if:

    • Patients reached a billable threshold and their cycles moved to Ready to Bill automatically.

    • A clinician or admin marked items as signed in SaRA even though final billing happens elsewhere.

    If you see a Signed count you cannot account for and you believe it should be zero, contact support — we can trace the specific cycles that generated the count and confirm whether any action is needed.

Each card shows a trend against the previous period, and plain-language tooltips explain every term — hover anything that looks like jargon.


Filtering and drilling down

  • Date range — look at any time frame; the cards and charts recalculate.

  • Company → clinic → provider — start at the whole-company view, then click a clinic row to open that clinic, and a provider row to see an individual provider. The breadcrumb at the top always shows where you are.

  • Custom replies — see how patients are responding to your custom questions, with an insight sentence summarizing the pattern.

  • Code mix — how your engage codes (days the patient responded) and support codes (clinician time) break down, including codes missed.

Here's the drill-down in action — switching the date range, then opening a clinic from the table:


More detail: retention and reply days

Under the Custom replies card there is a collapsed row called More detail: retention and reply days. Open it when you want to go one level deeper; the page above it does not change.

  • Retention — of the patients enrolled in your date range, how many have since unenrolled, when they left (within 5 days, in days 6 to 30, in days 31 to 60, after 60 days), and why (opted out of texts, stopped responding, discharged, other). This is a snapshot as of today, so a range that ended recently will keep moving; the card says so while the newest enrollments are under 60 days old.

  • Reply days — every 30-day cycle that closed in the range, grouped by how many separate days the patient texted back: none, 1, 2 to 5, 6 to 15, 16 or more. Replies on 2 or more days make the cycle count as monitored (98985); 16 or more as fully engaged (98977). This is where "no reply at all" and "one or two replies" become visible, not just the engaged share.

Both cards follow the same low-volume rule as the rest of the page: below the minimum they show counts only, no percentages.


How to read the dollar values

Dollar figures on this page are estimates based on your pricing — they tell you the value of the billing activity SaRA generated, not what has been billed to payers or collected. Your billing system and remittances remain the source of truth for cash.

When there isn't enough data

Small time windows or low-volume clinics show an honest "not enough data yet" state instead of misleading percentages — trends need a minimum number of closed cycles before they're worth showing. Widen the date range or move up a level to see stable numbers.


The columns in the downloaded report

The report you download from the page carries one row per practice, clinic, or provider for the date range you picked. Each column means:

  • Closed_cycles — 30-day RTM cycles that ended inside the range. This is the base for the rate columns.

  • Enrolled and Enrolled_change — patients enrolled during the range, and the change against the previous range of the same length. The change is blank when either range has fewer than 10 closed cycles, so a small sample never reads as a trend.

  • Qualified_count and Qualified_pct — closed cycles where the patient replied on enough days to earn an engagement code (2 days for 98985, 16 for 98977), and that count over Closed_cycles.

  • Codes — billing codes generated in the range, dated by service date, not counting cancelled ones.

  • Codes_change — the change in Codes against the previous range, blank on the same small-sample rule.

  • Potential_value — the estimated value of all those codes at your contracted rates. An estimate, not what was billed or collected.

  • Signed_count and Signed_pct — of those codes, the ones a provider has signed off, including any already submitted, paid, or denied, and that count over Codes.

  • Signed_value — the estimated value of the signed codes.

  • Held_value — the estimated value of codes still waiting for a signature.

  • Unenrolled, Unenrolled_within_5_days, Unenrolled_6_to_30_days, Unenrolled_31_to_60_days, Unenrolled_after_60_days — of the patients enrolled in the range, how many have since unenrolled, and how long they had been in the program when they left.

  • Unenrolled_opted_out, Unenrolled_stopped_responding, Unenrolled_discharged, Unenrolled_other — the same unenrollments grouped by reason.

  • Reply_days_0, Reply_days_1, Reply_days_2_to_5, Reply_days_6_to_15, Reply_days_16_plus — closed cycles in the range by how many days the patient replied.


Questions?

Message us from the chat bubble in SaRA or email [email protected] — and if there's a number you wish this page showed, tell us.

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