Financial Analytics & Reports
Track revenue, payments, and financial performance.
Financial Analytics & Reports
Get insights into your clinic's financial health.
Accessing Reports
- •Revenue trends (daily, weekly, monthly, yearly)
- •Top services by revenue
- •Revenue by doctor/staff
- •Payment method breakdown
- •Outstanding invoices (aging report)
Available Reports
- •Revenue Dashboard — Total revenue with trend charts
- •Service Revenue — Which services generate the most income
- •Staff Performance — Revenue per provider
- •Aging Report — Unpaid invoices by age
- •Payment Methods — Cash, card, bank transfer breakdown
Exporting Data
Export reports as CSV for use in Excel or accounting software.
HIPAA Audit Reports
Clinic owners can generate appointment audit reports from the Calendar page, including deleted appointments and who deleted them.