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EOC - Episode of Care Report

EOC Report

The EOC Report is designed to help allied health businesses understand the quality and value of a patient's full treatment journey, not just isolated appointments.

An Episode of Care (EOC) represents the period of time a patient is actively being treated by your business. The report groups attendances into EOCs and then calculates client, revenue, visit and contact metrics from those EOCs.

This report is especially useful for understanding:

  • how long patients stay engaged
  • how many visits an average EOC contains
  • how much revenue an EOC generates
  • which EOCs have no future booking
  • how many contacts are associated with the cases being treated

How an EOC is created

An EOC starts when a patient attends after a long enough gap in care.

The BOS uses your tenant's First Visit Days setting to decide when one EOC ends and another begins.

For example:

  • if your First Visit Days is 90
  • and a patient attends in January, February and March
  • then returns in July after more than 90 days
  • they will have 2 EOCs

This means EOCs are based on the business-wide treatment journey, not just one practitioner.

Which appointments are included in an EOC

EOCs are built from:

  • non-cancelled attendances
  • non-DNA attendances

EOCs do not include:

  • cancelled attendances
  • DNA attendances

Booked future appointments are not used to build the EOC itself, but they may still affect rows like No Future Booking.

How the EOC Report works

The EOC Report works in 3 stages:

1. Find the client cohort

The report first finds the relevant clients using the non-EOC filters:

  • Org Node
  • Practitioner
  • Practitioner Profession
  • Service Category

This step answers:

  • who are the relevant clients for this view?

2. Build EOCs for those clients

The report then derives EOCs for those clients using:

  • All / Class / Consult
  • Include Other Practitioners
  • Yearly Cutoff

This step answers:

  • which EOCs should exist for these clients under the current report settings?

3. Apply EOC-specific filters

Finally, the report filters the resulting EOCs using:

  • EOCs with attendances [operator] [number]

This step answers:

  • which of these EOCs should remain in the final cohort?

If a client has no EOC left after the final EOC filters are applied, they will no longer be counted in rows like Unique Clients.

Understanding the filters

Include Other Practitioners

This filter changes whether the EOC is built only from the selected practitioner's attendances, or from all practitioners for the selected clients.

When turned off:

  • only attendances matching the selected practitioner are used when building EOCs

When turned on:

  • all qualifying attendances for those clients can be used in the EOC, even if performed by another practitioner

This can increase:

  • EOC length
  • visit count
  • revenue
  • case contacts

Yearly Cutoff

When turned on, the report only looks back 12 months from the end date of the period when building EOCs.

This can shorten an EOC if the patient has older attendances beyond that 12 month window.

This is the only filter that is intended to truncate the EOC itself.

EOCs with attendances

This filter lets you keep only EOCs of a certain size.

Examples:

  • EOCs with attendances > 5
  • EOCs with attendances = 1
  • EOCs with attendances < 3

This filter is based on the total size of the EOC, not just the attendances inside the visible month or week.

So if a patient has:

  • 1 attendance in December
  • 3 attendances in February
  • all within the same EOC

Then in February that EOC still has 4 attendances for this filter.

Understanding the main rows

EOC Median Length (days)

The median number of days from the EOC start to the EOC end.

Primary value:

  • uses invoiced attendances only

Secondary value:

  • uses all matching attendances

Average Revenue per EOC

The average invoiced revenue generated by each matching EOC.

EOC Average Visit Count

The average number of attendances in each matching EOC.

Unique Clients

The number of unique clients who still have at least one surviving EOC after all current filters are applied.

New Clients

Clients in the current EOC cohort who meet BOS new client rules based on the business-wide gap logic.

This uses the same First Visit Days logic as other BOS New Client metrics.

No Future Booking

Clients in the current EOC cohort who do not have any future bookings.

Case Contacts

Counts contacts linked to the cases attached to the matching EOC attendances.

This includes:

  • additional case contacts
  • case referrers

Additional Case Contacts

Counts case contacts first observed in the selected period.

This currently includes:

  • additional case contacts
  • case referrers

Primary and Secondary values

Many EOC rows show 2 values.

Primary value:

  • usually invoiced-only

Secondary value:

  • usually all matching attendances

This is why the popup can differ depending on which tab you are viewing.

Important things to remember

EOCs belong to the business

An EOC is not owned by a single practitioner.

A practitioner filter helps choose the client cohort, but the EOC itself may still include broader treatment history depending on your other filters.

The visible period does not always define the full EOC

A monthly column shows EOCs that are active in that month, but those EOCs may have started earlier or finished later.

Yearly cutoff can change the shape of an EOC

If the yearly cutoff is on, older attendances outside the trailing 12 months are ignored when building the EOC.

EOC attendance breakdowns are EOC-size based

The attendance-count buckets such as:

  • 1
  • 2
  • 3
  • 4-5
  • 6-7
  • 8-10

are based on the size of the EOC, not just the number of visits in the visible month.

Helpful examples

Example 1: Same EOC across multiple months

A patient attends:

  • Dec 22
  • Feb 2
  • Feb 9
  • Feb 23

If those visits are all within your First Visit Days gap, they belong to the same EOC.

In February:

  • that EOC appears in the February report
  • its EOC attendance count is still 4

Example 2: Include Other Practitioners

A patient sees:

  • Carlo on Case A
  • another practitioner on Case B

If Include Other Practitioners is off:

  • only Case A may be included

If it is on:

  • both Case A and Case B may be included in the client's EOC cohort

This can increase:

  • visit count
  • case contacts
  • revenue

When to use this report

The EOC Report is most helpful when you want to answer questions like:

  • How valuable is a typical treatment journey?
  • How many visits do our EOCs usually contain?
  • How long do clients stay engaged?
  • Which EOCs need follow-up because they have no future booking?
  • How many case contacts or referrers are attached to the treatment work we are doing?

If you want, I can turn this into:

  1. a shorter polished KB-ready version
  2. multiple smaller articles
  3. a version with BOS-style headings and callout notes ready to paste into your knowledge base editor
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