Not all urgent care revenue is created equal. Walk-in acute visits are the base, but employer-paid occupational medicine (physicals, drug screens, injury care) and ancillary services (X-ray, labs, procedures) are where margin and growth come from. This dashboard separates those service lines by revenue and attach rate, so you can see how much of the business is occ-med, how often ancillaries attach, and which centers are leaving margin on the table.
What this dashboard answers
The service-lines page answers the composition question: total service revenue, occ-med revenue and its share of the total, revenue per visit, and how revenue splits across service lines and centers. The occ-med-and-ancillaries page answers the growth question: occ-med revenue share by center (which sites have landed employer contracts), ancillary attach rate by center (who is ordering imaging and labs when appropriate), and how the walk-in versus occ-med split trends over time.
The metrics that matter
Occ-med revenue share is the strategic number — employer contracts are predictable, often better-paying, and counter-cyclical to walk-in volume, so a rising share is a healthier, more durable revenue base. Ancillary attach rate is the in-visit margin lever: an X-ray or rapid test that's clinically appropriate adds revenue to a visit you're already staffing for. Revenue per distinct visit ties it together — it shows whether richer service mix is actually lifting the value of each patient through the door.
Why the data is trapped
Service-line and procedure detail lives in Experity, eClinicalWorks, or athenahealth, but the data is captured per charge line, not per visit — so computing an ancillary attach rate means rolling multiple lines up to a distinct visit, and computing occ-med share means correctly tagging the occupational-medicine lines. Employer-contract revenue is often tracked separately from walk-in entirely. The standard reports list charges; they don't reshape them into the service-line view that shows where margin lives.
How to read it
Lead with occ-med revenue share by center — a wide spread tells you which sites have built employer relationships and which have room to grow one. Read ancillary attach rate by center next: a low outlier often means appropriate imaging and labs aren't being ordered, which is both a quality and a revenue gap. The walk-in-versus-occ-med trend shows whether your mix is diversifying toward the more durable book.
The sample on this page uses entirely synthetic service-line data — anonymized centers, made-up dollar amounts, no real patient or financial records.
Metrics it tracks
| Metric | What it means |
|---|---|
| Total Service Revenue | Sum of revenue across all visit service lines in the period. |
| Occ-Med Revenue | Sum of revenue on occupational-medicine lines — the employer-paid book of business. |
| Occ-Med Revenue Share | Occ-med revenue ÷ total service revenue — how much of the business is employer-paid. |
| Ancillary Attach Visits | Count of lines that are an X-ray, lab, or procedure attached to a visit. |
| Ancillary Attach Rate | Ancillary lines ÷ distinct visits — the share of visits that triggered an ancillary service. |
| Revenue per Visit | Total service revenue ÷ distinct visits — average revenue per visit including ancillaries. |
Used by: Owners and medical directors growing higher-margin service lines
Frequently asked questions
Why is occupational medicine valuable to an urgent care center?
Occupational-medicine work — employer physicals, drug screens, and injury care — is contracted, predictable, often better-paying than walk-in, and counter-cyclical to seasonal acute volume. A center growing its occ-med revenue share builds a more durable, less weather-dependent revenue base, which is why operators track the share closely.
What is ancillary attach rate and why track it?
It's the share of distinct visits that trigger an ancillary line — an X-ray, lab, or procedure. When clinically appropriate, ancillaries add revenue to a visit you're already staffing for, so a low attach rate at one center can flag both a missed-margin and a care-pattern difference worth understanding.
Can I build this on my own service-line data?
Yes. Export charge-line detail from your EMR/PM, and use this as a template. We reshape the lines into a per-visit service-line model and build the Power BI report; the sample here uses synthetic data so you can see the finished layout first.
Build this report on your own data
Clone this Urgent care template — describe it and we’ll generate sample data so you can try it free, or upload your own export. You get a fully modeled, branded Power BI project that opens in Power BI Desktop.
Use this as a template →