Reporting you build. Not reports you're given.
Define your own KPIs, arrange them on dashboards that match how you run the clinic, and build a Reports board for every meeting. Drawn from the appointment, finance and note data your team already produces. Aggregate, operational reporting, not individual patient care.
Reports
+Revenue · by profession
New patients · by profession
Revenue · rolling 12-week avg
$41.2kthis periodprevious
Custom metric
Ask about your data: “Which profession grew fastest this quarter?”
Custom KPIs
Report on what you actually manage.
Most clinic dashboards hand you a fixed set of numbers. Clinic Insights starts from the opposite end: you decide what a KPI means for your clinic, then build the card.
Pick the measure
New patients, rebooking rate, revenue, no-shows, plan completion, class attendance and more, from a registry of ready-made KPI blocks.
Slice it your way
By profession, clinician, location or appointment type. A multi-site group and a solo physio see different numbers because they run different clinics.
Set targets and budgets
Budget lines at clinic, profession or clinician level, so every card shows actuals against the number you actually planned.
Schedule the delivery
Any board can be emailed on a schedule, so the Monday meeting starts with the numbers already in everyone's inbox.
Reports boards
A board for every meeting you run.
A weekly ops board for Monday morning. A monthly board split by profession for the owners' review. A finance board for your accountant or advisor. Each board is its own set of cards, built once and kept current automatically.
Boards can be emailed on a schedule and exported, so the people who need the numbers get them without anyone rebuilding a spreadsheet.
Weekly Ops
New patients, rebooking, no-shows, utilisation. Emailed Monday 7am.
Monthly · By Profession
Revenue and volume for physio, EP, massage and podiatry, against budget.
Marketing
Reactivation funnel, campaign response and last-touch booking attribution.
Example boards. Yours are whatever you build.
Know what good looks like.
A 76% rebooking rate means nothing on its own. Clinic Insights puts your KPIs next to industry benchmarks, so you can see where your clinic is ahead, where it's behind, and where to focus next.
Ask your data, in plain English.
“Which clinicians had the highest plan completion last month?” and you get a chart back. The Insights chat answers from your aggregate clinic data, for operational reporting only.
And the reporting you'd expect, built in.
The custom layer sits on a full operational reporting suite. No setup needed beyond signing in.
Finance View
Admin-only revenue, attendance, no-show rate and outstanding debtors, with a reactivation funnel and last-touch attribution.
Plan Completion Rates
How many patients finish their treatment plan, broken down by clinician and condition.
Booking & Cancellation Trends
Booking rates, no-shows and cancellations over time. Spot patterns before they cost you a quarter.
Aggregate Clinical Trends
Group-level rebook rates and outcome trends across cohorts, viewed in aggregate, never tied to individual care decisions.
Capacity & Optimisation
Room utilisation, capacity planning and where to add hours, in the clinic optimisation tab.
Weekly Scorecard Emails
An automated weekly snapshot delivered to practice managers, written from de-identified aggregate data and exportable as PDF.
Operational reporting, by design.
Clinic Insights works on aggregate, de-identified, group-level data. It exists to help you run the business side of the clinic. It is not used to inform decisions about an individual patient's care, and it never will be.
Continue exploring
More in For Practice Owners
Performance, growth and patient retention — the strategic side of running the clinic.
Build your first board this week.
Book a demo and we'll set up a Reports board around the numbers you already chase by hand.