Reporting
Financial, operational, and clinical metrics — scheduled, exportable, and ready for decision‑making.
Dashboards and detail
- Real‑time revenue, Accounts Receivable, inventory usage, and appointment KPIs.
- Drill‑down to transactions, items, and patient‑level details.
- Saved filters and date ranges for your go‑to reports.
Scheduling and delivery
- Schedule reports to email to owners, managers, or accountants. (Optional feature, available on request)
- Export to Excel for deeper analysis.
Clinical insights
- Visit types, procedure mix, and provider productivity.
Sales analysis
- Analyze sales by month and year to spot trends.
- Break down revenue by client to understand top accounts.
Built for daily operations
- Designed to support clinics with many active clients.
- Reports that streamline workflows across billing, stock, history, and operations.
Frequently asked questions
Can I create custom reports?
Yes. Let us know what you need and we'll add it.
Do you support scheduled emails?
Yes. Choose cadence, recipients, and formats. (on request)