Reporting
Know your numbers every morning
Open the huddle dashboard before the first patient and see yesterday's collections, today's schedule gaps, and who is due for a re-exam. Deeper reports cover AR aging, retention, provider productivity, and referral sources.
Three steps
How it works
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Step 1: Start the day with the huddle
One screen shows collections, schedule fill, no-shows, and patients due for re-exam. Review it with the team in five minutes.
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Step 2: Dig into the trend
Click any number to open the underlying report, filter by provider or location, and compare against the prior period.
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Step 3: Export or share
Download CSVs for your accountant or schedule a weekly summary email for the owner. Multi-location groups roll up automatically.
Capabilities
Everything included
A daily huddle dashboard plus collections, retention, and productivity reports you can export.
- Daily huddle dashboard
- Collections & AR aging
- Retention / PVA
- Provider productivity
- Referral sources
- CSV export
In the app
Reporting at a glance
Open the huddle dashboard before the first patient and see yesterday's collections, today's schedule gaps, and who is due for a re-exam. Deeper reports cover AR aging, retention, provider productivity, and referral sources.
Spend less time charting. Sign up today.
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