Reporting Features - Clinic Essentials


Do you need to know how your clinic is performing? Clinic Essentials has over 300 specialized reports that will give you the information you need to make right decision and grow your business.

Business Growth

Generate daily, weekly, monthly, or yearly financial reports to track revenue growth. You can also manage your accounts receivable and track patient and insurance balances. Want to know where to invest your marketing budget? Generate a new patient referral report and see where your new patients are coming from.

Patient Demographics

Know your patients and get all the details you need by generating reports based on patient demographics.

Reporting Made Easy

We made it simple for you to generate and save reports. Reports can also be exported into PDF or Excel format and can be emailed or printed. Account statements can be printed out for patients, insurance companies, or 3rd party payers.

Learn more about Clinic Essentials

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