The numbers an owner asks for
Reporting covers visits, revenue, and treatment plan acceptance: how much of what was proposed the clinic actually went on to do.
Acceptance is the number most practices cannot see, and it is the one that explains a quiet month better than headcount does.
Built from what you already recorded
Reports read the visits, plans, and invoices already in the workspace, so there is no separate bookkeeping step to keep them true.
Owner reporting is listed as a Practice Pro capability on the pricing page.
Common questions
- Who can see reports?
- Reporting is owner-facing. What each person can open follows their clinic role.
- Does reporting include what patients still owe?
- Reporting is built from recorded invoices and payments, so it reflects what has been billed and what has been collected.