This article covers the three views under Understand in the RIFT sidebar that are about people and history: Clinicians, Clients and Trends.
What "active clinician" means in RIFT
An active clinician is a practitioner with at least one client appointment in the last 30 days. RIFT measures the count at every sync from your appointment data (personal appointments are ignored), so locums and dormant diaries do not count. It is never self-reported. The number shows on the Home view under Practice vitals and on the Clinic card in Settings, and it is what your RIFT plan band is based on - see RIFT pricing and clinician bands.
The RIFT Clinicians view
Clinicians lists every practitioner found in the analysed data, one collapsible row each. The row shows their name, a discipline tag where RIFT can tell from their invoice items (for example dietitian or psychology items), their billing mode, whether they are active or inactive, how many of their clients are billed externally, their open uninvoiced and uncharged-fee counts, and the session rate RIFT uses for their estimates.
Click a row to open the profile. The first line explains where the rate comes from: the median of their own invoices, the practice median if they have too few, or a figure you set.
- Billing mode:
- Bills normally - all their sessions are billed through your practice software, so anything unbilled is a leak.
- Mixed billing - they bill normally here, but some clients are billed by a third party; manage that client list in the profile.
- Externally billed - a third party bills all their sessions, so everything becomes a receivable to reconcile against deposits rather than a leak.
- Doesn't bill - they never bill (for example an admin diary); their sessions are ignored entirely.
- Session rate override ($) - set a rate to use for their estimates instead of the one RIFT derives from their invoice history. Leave blank for automatic.
Click Save profile. RIFT saves and re-syncs so the lists reflect the change.
Mixed billing: a clinician's externally billed clients
When a clinician is on Mixed billing, their profile on the RIFT Clinicians view shows two chip rows: clients already marked as billed externally (click a chip to stop treating that client as external), and clients with completed sessions but no invoice ever, which are likely billed externally (click + name to mark them). Changes apply when you click Save profile. The same client rules can also be added from the Billed externally button on a leak item, or on the Clients view.
The RIFT Clients view
Clients is the registry of patients with a special billing situation. Each rule has a client, a rule type, a note saying why, and which practitioners have seen them:
- Billed externally - someone else invoices this client, so their sessions are never leaks.
- Don't chase - a real patient you never pursue; their items are dismissed with that reason.
- Not a real patient - a diary blocker or test record, excluded from everything.
To add a rule, use the entry row at the top of the table: type the client's name and pick them from the suggestions (or type their client number), choose the rule, add a note and click Add. A name that matches several clients must be picked from the list. Change a rule with its dropdown, edit its note, or click the x to remove it (click again to keep it). Nothing changes until you click Save client rules, after which RIFT re-syncs. Type in Filter clients... to narrow the list.
Name patterns versus one-off client rules in RIFT
Records your Not-a-patient name patterns (Settings > Where billing happens) already exclude are listed in a notice at the top of the Clients view, so you can see what the patterns are catching. Patterns match whole words and suit recurring records like "Test Account" or "blocked"; a one-off that does not fit a pattern is better marked Not a real patient as a client rule.
The RIFT Trends view
Trends charts two bars per day: the leak estimate as at that day's last sync, and money recovered to date (accumulated over every sync). Hover a bar for the figure. An amber dashed line marks a day on which your settings changed - movement there is the rules changing, not the clinic, so read it with that in mind. The header shows the latest leak estimate.
Under the chart the same data is a table: day, leak estimate, recovered to date, new items found, items cleared, and whether settings changed. The Home view's "The rift, day by day" card is a smaller version of this chart.