Everything You Need to Manage Primary Care Panels

PanelWise turns your EMR data into a live, actionable dashboard so you can see capacity, track growth, and plan with confidence.

PanelWise dashboard overview showing group-level panel capacity and growth

See panel capacity at all your clinics at a glance.

PanelWise clinics overview showing all clinic capacity in one view

Two Ways to Work with PanelWise

Whether you need a one-time capacity snapshot or ongoing panel intelligence, PanelWise meets you where you are.

Clinic-level panel capacity view showing utilization by site

Clinic View

Drill into any clinic to see how it is performing. Understand where capacity exists and where demand is outpacing supply.

  • Panel capacity for each provider
  • Panel targets and monthly new patient goals
  • Monthly panel trends
Provider scorecard showing panel size, capacity, growth trend, and projections

Provider View

Every provider gets a detailed snapshot: current panel, ideal panel, capacity gap, visits per patient, and peer benchmarking — all adjusted for their unique patient mix.

  • Age/gender-adjusted visits per patient
  • Monthly panel trend
  • Monthly new patient targets
  • APP contribution tracking
  • Age/gender panel composition
  • Continuity
Patient attribution analysis
Panel attrition analysis
Provider continuity analysis
Panel age and gender demographics
New provider ramp-up tracking

Tools & Analytics

Go deeper with specialized analysis modules. Understand your patient demographics, care continuity, panel attribution patterns, and APP utilization.

  • Age and gender composition by provider
  • Patient and provider continuity scores
  • Panel attribution mapping
  • Attrition analysis
  • APP-to-physician contribution analysis
  • Facility utilization
  • Visits per patient & risk adjustment
  • Productivity
  • New provider ramp-up
  • New patient demand
  • Market share by zip code and service area
  • Continuity
Plan view showing targets, scenarios, and growth planning

Plan

Set targets, model scenarios, and build plans that drive growth and improve access.

  • Set new patient targets
  • Model recruitment scenarios
  • Model changes to productivity, APP pairing, providers shifting practices, and more
  • Set annual plan and track monthly against it

How It Works

From data to dashboard in weeks — not months.

1 Send your data

Share a standard extract from your EMR. No special setup required.

2 Get your dashboard

We build your live PanelWise dashboard, configured to your providers and clinics.

3 Manage your panel

Log in anytime to see capacity, track growth, and make better decisions.

Ready to see your data in PanelWise?

Book a Demo Call