Centralize information

With our private practice reporting tools, you can view your income, outstanding balances, appointments, notes, and claims in one place, under one login.

Get real-time insights

See up-to-date information on client attendance, outstanding balances, and sent reminders. Essential reports come standard, so you can make the best decisions for your business.

Control your finances

Monthly EHR analytics reports help you understand the health of your practice. See your projected income, unpaid invoices, payroll, and more.

Easily download your data

Our EHR reporting features let you access your data in case you need to take it offline or use it outside of our software. In just a few clicks, download your reports as Excel or CSV files.

Access insurance reports

We've made it easier to accept insurance and manage claims. Access detailed reports on unpaid insurance appointments, claims status, coverage, and more, so your practice stays organized.