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Reporting & Analytics

Gain real-time visibility into your practice with Salesforce-native reporting and analytics. Our Reporting & Analytics module consolidates financial, operational, and patient outcome data into a single source of truth—giving leaders and clinicians the insights they need to make informed, data-driven decisions.

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With interactive dashboards, customisable filters, and drill-down capabilities, both executives and clinicians can track the metrics that matter most; from revenue trends and staff performance to treatment outcomes, success rates and patient satisfaction. This makes it possible to identify bottlenecks, highlight opportunities for efficiency, and measure the direct impact of clinical and operational initiatives.

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Education

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Pre-Formatted Billing Reports

Access ready-made billing reports from day one. These reports give practices and doctors a clear view of revenue streams and practitioner billing splits without waiting for complex setup—helping you start with full financial visibility right away.

Data-Driven Decisions That Drive Growth

Seamless compliance, zero extra effort.

By unifying and simplifying reporting, your practice can shift from reactive management to proactive, data-driven strategy. Whether the goal is improving patient outcomes, reducing administrative overhead, or increasing financial resilience, the Reporting & Analytics module ensures that every decision is backed by reliable, real-time evidence.

Automatic Data Collection

As practitioners move naturally through the patient journey, the system automatically captures and structures the data required for ANZARD reporting and RTAC audits. This eliminates duplicate entry and manual reconciliation, while ensuring your compliance obligations are met in the background; freeing up clinicians and administrators to focus on patient care.

Seamless compliance, zero extra effort.

Immediate transparency at go-live

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Optional Features and Enhancements

  • Predictive Analytics: Forecast patient outcomes, demand, and resource requirements with advanced modelling.

  • Marketing Attribution Dashboards: Integrate with Salesforce Marketing Cloud to connect marketing spend directly to patient acquisition and outcomes.

  • Automated Reporting: Schedule recurring reports with automatic email delivery to key stakeholders.

  • Benchmarking Dashboards: Compare performance across multiple clinics or business units to identify trends and opportunities.

  • AI-Powered Insights: Unlock intelligent recommendations, including demand forecasting and anomaly detection, to proactively manage operations.

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