Use cases

Clinic reporting dashboards for each practice in your network

Give individual clinics a clearer view of their operational performance. Use reporting datasets your organization has approved, and share location-specific appointment volumes, capacity, and service activity. Each clinic sees the reports tied to its own account.

14-day free trial. No credit card required.

Operational totals for the clinic. Not a patient record.

Make practice activity easier to review

Show aggregate appointment volumes and service categories over time.

Use the same definitions everywhere

Every clinic report measures capacity and activity the same way.

Share only what you have approved

Build the view from the operational dataset your organization has cleared for this use.

How it gets in front of customers

Connect the data you already keep, build the report once, and give each account a login.

  1. 1

    Connect an approved operational dataset

    Appointment totals and capacity, with a clinic identifier and no patient-level detail.

  2. 2

    Build one clinic view

    The same measures for every practice.

  3. 3

    Give each clinic a login

    They see their location's aggregates only.

What customers can see

Built from the records you connect. These are the reports you can build from the records you connect.

  • Appointment volume

    Aggregate counts for that clinic, not a patient list.

  • Cancellations

    A total for the period.

  • Capacity

    Utilization from the approved dataset.

  • Service mix

    Categories of activity, in aggregate.

Operational reporting, not a patient portalThis is not patient messaging, medical records, or appointment booking. Do not put identifiable patient information in the dashboard. Use aggregate operational figures your organization has approved.

Questions

Is this a patient portal?

No. It is for clinic operational reporting. It does not cover patient messaging, medical records, or booking.

Can we include patient names?

No. Keep the dataset to aggregate operational figures your organization has approved for sharing.

Explore your clinic reporting setup

Give individual clinics a clearer view of their operational performance.

14-day free trial. No credit card required.

All use cases