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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. You set the definition of 'actively being treated' for your unique business. The report groups attendances into EOCs and then calculatescalculates:

client,
    revenue,
  1. visit and contact

    Client metrics from

    those
    2. EOCs.

  2. Revenue metrics 

  3. Visit metrics 

  4. Contact metrics (case contacts, additional contacts)

  5. Retention metrics

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
  • at risk clients for proactive retention. Spot clients with low visit counts. 
  • 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 New Client definition to decide when one EOC ends and another begins.

For example:

  • if your New Client definition is 90 days
  • and a patient attends in January, February and March
  • then returns in August, which is more than 90 days from the last appointment 
  • they will have 2 EOCs. The August attendance will start a new EOC. 

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

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 Episode of Care filters

You can apply different episode of care filters. For example, if you want to see how many people are in an EOC with less than eight visits for a specific practitioner, you can select these filters, which will give you that number.

If a client has no attendances that match the EOC filter requirements, they will no longer exist and will not 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

This shows that removing other practitioners can dramatically reduce metrics. 

Yearly Cutoff

The Yearly Cutoff is an optional filter that limits the report data to the last 12 months from each column's end date. 

When enabled, the Yearly Cutoff looks back 12 months from the end date of each reporting period. It works on a per-column basis. For example: 

  • If you are viewing a report with monthly columns (January, February, March, April), each column will independently look back 12 months from its own end date.
    • For example, March 2026 will look back to March 2025, while April 2026 will look back to April 2025. 

The Yearly Cutoff prevents extremely long-standing clients (e.g., 7 years) from skewing metrics, keeping your metrics clinically relevant.

The Yearly Cutoff only considers EOCs that are active within the specific month period you are looking at. It then restricts how far back into that active episode's data it will look. This works similarly to the yearly client value metric.

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

Median is used instead of average because it prevents long-standing clients from skewing the metric. For example, a client in continuous care for 5+ years would distort an average, but median shows the typical EOC duration more accurately.

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 New Client definition 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:

  • invoiced-only

Secondary value:

  • 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. 

For example, February's report shows EOCs active in February.

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 New Client definition 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

Why isn't unique clients on the mega report the same as the EOC report

The difference occurs because each report uses a different method for counting clients.

The Mega Report is based on practitioner assignment (see the knowledge base definition - How 'Practitioner Assi... | The BOS KnowledgeBase). This means clients are counted under the practitioner who is recorded as their assigned or primary practitioner.

The EOC Report, however, counts any unique client seen by a practitioner within the selected time period, regardless of assignment.

Example:

If a practitioner fills in for another practitioner during March and sees a client they do not normally treat, that attendance will cause the client to appear in the unique client count on the EOC Report for the practitioner who delivered the service.

However, the client will not appear in the unique client list on the Practitioner Report or Mega Report, because the client’s assigned practitioner remains their primary practitioner.

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?

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