Clinic performance. At a glance.

Aggregate analytics, headline KPIs and group-level trends — drawn from the notes your team is already writing. Reporting for clinic operations, not individual patient care.

Clinic Dashboard
Last 30 daysExport

Total Plans

124

+18%

Booking Rate

76%

+4.2%

Plan Completion

82%

+6%

Cancellation Rate

8%

−2%

Weekly Trend

Plans Bookings
Wk 1
Wk 2
Wk 3
Wk 4

Plan completion by clinician

1
SW

Dr. Sarah W.

42 patients
94%
2
JC

Dr. James C.

38 patients
88%
3
ML

Dr. Mei L.

31 patients
91%
4
TB

Dr. Tom B.

27 patients
85%

Team Spotlight

Dr. Sarah W. achieved 94% plan completion this month — a new personal best!

View Awards

How It Works

Get started in minutes, not hours.

1

Data flows in automatically

Clinic Insights aggregates from your consultations, notes, treatment plans and PMS appointments. No setup needed beyond signing in.

2

Open the dashboard

See real-time KPIs, weekly trends and aggregate clinical trends across cohorts. Drill into any metric.

3

Ask the AI

Open the floating Insights chat and ask anything about your clinic. Answers are grounded in your data with charts when relevant.

4

Act on what you see

Use insights to optimise scheduling, coaching, marketing campaigns and capacity planning.

Key Benefits

Everything you need, designed for clinical workflows.

Ask About Your Data

Plain-English questions on aggregate clinic data. "Which clinicians had the highest plan completion last month?" and you get a chart back. For operational reporting only.

KPI Dashboard

Headline metrics at a glance — appointment volume, revenue, cancellation rate, no-show rate, NPS. Drill into any metric for breakdowns.

Aggregate Clinical Trends

Group-level rebook rates and outcome trends across cohorts of patients you've recorded — viewed in aggregate, never tied to individual care decisions. See what's working at clinic scale without manual tagging.

Plan Completion Rates

How many patients finish their treatment plan, broken down by clinician and condition.

Booking & Cancellation Trends

Track booking rates, no-shows and cancellations over time. Spot patterns before they cost you a quarter.

Weekly Scorecard Emails

Automated weekly snapshot delivered to practice managers — written by AI from de-identified note data, exportable as PDF.

Finance View

Admin-only revenue, attendance, no-show rate and outstanding debtors view. Reactivation funnel with last-touch attribution.

Capacity & Optimisation

Clinic optimisation tab covers room utilisation, capacity planning and where to add hours.

Continue exploring

More in For Practice Owners

Performance, growth and patient retention — the strategic side of running the clinic.

Ready to Get Started?

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