Reports – Actionable Insights

Over 1,7K+ Satisfied Customers

Our comprehensive suite of reporting tools is designed to help you track critical metrics, streamline operations, ensure timely billing, and enhance patient care—all with ease and accuracy. From client appointments to insurance claims, our platform offers robust reporting features to empower your practice.

Reports – Actionable Insights

Our comprehensive suite of reporting tools is designed to help you track critical metrics, streamline operations, ensure timely billing, and enhance patient care—all with ease and accuracy. From client appointments to insurance claims, our platform offers robust reporting features to empower your practice.

Appointment Notes Report

Stay on top of all patient appointment progress notes with our Appointment Notes Report.
Track Appointments for which Progress notes are to be added, Notes to be signed etc. This report ensures you don't miss recording client's progress.

01. Integration with Popular Platforms
02. No Technical Expertise Needed
03. Automated Payments and Invoices

Insurance Reports

Our platform offers real-time insights into your practice’s Insurance billing pipeline, allowing you to track the status of claims, identify delays, and monitor outstanding balances.

Claim Status: Get detailed information on the progress of submitted claims—whether they’re pending, approved, or rejected.
Outstanding Balances: Identify outstanding claims for timely follow-up and revenue recovery.

01. Real-time transfers to any recipient, anytime.
02. No processing delays, even holidays
03. Instant confirmation notifications

Income & Income Allocation Reports for Your Team

Easily track and allocate income across your practice. Our income reports provide transparency on revenue generation, helping you understand your practice’s financial health.
Performance Metrics: Track individual performance against income goals to encourage growth and optimize clinician productivity.

01. Integration with Popular Platforms
02. No Technical Expertise Needed
03. Automated Payments and Invoices

Billing Reports for Self-Pay Clients

Easily manage self-pay clients with dedicated billing reports that track outstanding balances, payment status, and financial progress.
Payment Tracking: Track payments made by self-pay clients, ensuring no payments are missed and keeping accounts up to date.

01. Real-time transfers to any recipient, anytime.
02. No processing delays, even holidays
03. Instant confirmation notifications

HIPAA-Compliant and Secure

Your clients’ privacy and data security are our top priorities.
Our AI-powered note taker is fully HIPAA-compliant, ensuring that all session recordings, transcripts, and generated notes are stored securely and handled in accordance with industry standards.

01. Real-time transfers to any recipient, anytime.
02. No processing delays, even holidays
03. Instant confirmation notifications

Client Appointment Tracking Reports

Stay on top of all patient appointments with our detailed tracking reports. Monitor Attendance, Cancellations, No-shows, and Rescheduled sessionsto ensure that your schedule stays optimized.
Use this data to improve appointment management, reduce no-show rates, and better plan for clinician availability.

Appointment Notes Report

Stay on top of all patient appointment progress notes with our Appointment Notes Report.
Track Appointments for which Progress notes are to be added, Notes to be signed etc. This report ensures you don't miss recording client's progress.

Insurance Reports

Our platform offers real-time insights into your practice’s Insurance billing pipeline, allowing you to track the status of claims, identify delays, and monitor outstanding balances.Claim Status:Get detailed information on the progress of submitted claims—whether they’re pending, approved, or rejected.Outstanding Balances:Identify outstanding claims for timely follow-up and revenue recovery.

Income & Income Allocation Reports for Your Team

Easily track and allocate income across your practice. Our income reports provide transparency on revenue generation, helping you understand your practice’s financial health.
Performance Metrics:Track individual performance against income goals to encourage growth and optimize clinician productivity.

Billing Reports for Self-Pay Clients

Easily manage self-pay clients with dedicated billing reports that track outstanding balances, payment status, and financial progress.Payment Tracking: Track payments made by self-pay clients, ensuring no payments are missed and keeping accounts up to date.

EHR Product Pricing

Felixible and competitively priced plans