Features / Practice Management / Insights
Practice Management
See what the week wasted, and fix it.
Practice reports tend to be dashboards full of numbers with no next step. Someone prints one for the meeting, everyone nods, and nothing changes.
Insights is a weekly review for owners and managers. Every line is a problem you can fix, and one tap opens the job that fixes it. Until it launches, the huddle and the reception list show what needs doing each day.
Coming soon
Coming soon. Until Insights launches, the morning huddle and the reception list show what needs doing each day.
How it works
01
Fix this week’s leaks today
A list of gaps, missed appointments and unbilled work, each one tap from the fix.
Insights lists the things that cost the practice money: gaps in the book, missed appointments to recover, tomorrow’s unconfirmed patients, missed calls, work done but not billed, accepted treatment with no time booked, and consent still outstanding. Each line opens a job reception knows how to do.
- Every line on Insights is something you can fix.
- One tap opens the job on reception’s list.
02
Find the causes behind lost income
The owner’s view groups the week’s waste by cause.
The owner’s view shows where money leaked during the week and the handful of causes behind most of it. Some fixes are practice rules, like asking for a deposit on Monday mornings, and only the owner can approve those.
- You see the cause behind each problem, so it stays fixed.
- Managers can see the rules. Only owners can approve them.
03
You stay in control
Insights never acts without a person saying yes.
Insights never books, texts or moves money without someone saying yes. If a fix isn’t possible, Insights suggests another one.