Onboarding operations
RPM / CCM · live from HubSpot · May 1–31, 2026
Team: All
Provider: All
New referrals
0
0% vs Apr
Onboarded
0
0% vs Apr
Conversion
0%
referred → reading
Patient status this month's referrals
184
referrals
Referrals184100%
In progress4726%
Onboarded9652%
Lost4122%
Patient status by onboarding team
In
progressOnboardedLost
Monthly intake vs. throughput
ReferredOnboarded
Per onboarding team progress to monthly goal
Per onboarding team onboardings by month
Aisha K.Maria S.James T.David L.
Speed cumulative % onboarded by referral cohort
MarchAprilMay
Bottlenecks stale inventory by stage
0–3d4–7d8–14d15+d
Average time spent in each stage (days)
Outreach effectiveness when patients pick up
LowerHigher connect rate
Attempts to connect
Call attempts before a patient connects
Why deals are lost
Closed-lost reason breakdown
Device & logistics
Shipment status (in flight)
Avg dwell — requested 1.2d · transit 4.4d
Delivered → first reading
Activation gap, with at-risk tail
Recurring revenue time to first billable: 21.6d
Active enrolled census
The recurring-revenue asset
Onboards vs. offboards
Net census movement
OnboardsOffboardsNet
Provider breakdown
| Provider | Referrals | Conversion | Onboarded | Reject rate | Avg cycle |
|---|
SLA compliance & data quality
88%
First contact <24h
76%
Consent <5d
91%
Device ship <3d
69%
First reading <7d
Data completeness on active deals
Provider 98% · Consent doc
93% · ICD-10 96%
Offboarding separate ticket pipeline
Tickets by stage
Device recovery
Recovered
73%
Avg days
9.4
4 devices unreturned >30 days
Needs attention
14
Aging in outreach >7d
6
Delivered, no reading >5d
8
Follow-ups due today
3
Validation failures
Figures are illustrative placeholders · Wire to HubSpot deal stage-history,
engagements, and custom properties for live data