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Analytics and reporting

Practice analytics and reporting from data you already enter

Every appointment, invoice and clinical note you record turns into numbers you can act on: production by provider, revenue mix, wait times, package consumption, and retrospective searches across the entire chart.

HIPAA-ready, BAA included English · Español · Português No setup fee

What the clinic actually did this month

Volume by service line, not just a count of appointments. Useful when you are deciding what to schedule more of.

  • Consultations, procedures and surgeries counted by type
  • Treatments and diagnostic tests performed
  • Wait times measured from arrival to being seen
  • Session packages sold versus sessions actually consumed
  • Activity split by provider and by location
  • Compare periods to see whether a change stuck
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drincloud.com
MR
Maria Reyes9:00 AM · Follow-up · 30 min
Paid
JT
James Turner9:30 AM · Telehealth · 45 min
Video
AS
Ana Silva10:15 AM · Intake · 60 min
Forms due
+
2 open slots this afternoonAuto-filled from your waitlist

Where the money came from and where it went

Financial reporting built from the invoices and expenses already in the system, with no separate bookkeeping entry.

  • Revenue split between private pay and insurer-referred work
  • Production per provider and the payout owed on it
  • Supplier expenses grouped by category
  • Daily register reconciling cash and bank
  • Outstanding balances by age and by patient
  • Direct export to Sage plus CSV for anything else
📷 reporting-2.webp
drincloud.com
MR
Maria Reyes9:00 AM · Follow-up · 30 min
Paid
JT
James Turner9:30 AM · Telehealth · 45 min
Video
AS
Ana Silva10:15 AM · Intake · 60 min
Forms due
+
2 open slots this afternoonAuto-filled from your waitlist

Retrospective search across the clinical record

Ask a clinical question and get a patient list back. Any field you fill in becomes a field you can search on later.

  • Query any field in the clinical record, not a fixed report list
  • Build cohorts for a study, a recall or an internal review
  • Combine clinical criteria with dates and providers
  • Push the resulting patient list into a recall campaign
  • Export the cohort to CSV for statistical work
  • Repeat the same search later to track change over time
📷 reporting-3.webp
drincloud.com
MR
Maria Reyes9:00 AM · Follow-up · 30 min
Paid
JT
James Turner9:30 AM · Telehealth · 45 min
Video
AS
Ana Silva10:15 AM · Intake · 60 min
Forms due
+
2 open slots this afternoonAuto-filled from your waitlist

Who sees which numbers

Financial and clinical reporting rarely belong to the same people. Access is set per profile.

  • Report access granted by user profile
  • Providers can be limited to their own production
  • Audit log of every user action with timestamp
  • Access restricted by IP address if you want it
  • Marketing source data from how did you hear about us
  • Satisfaction survey results alongside operational metrics
📷 reporting-4.webp
drincloud.com
MR
Maria Reyes9:00 AM · Follow-up · 30 min
Paid
JT
James Turner9:30 AM · Telehealth · 45 min
Video
AS
Ana Silva10:15 AM · Intake · 60 min
Forms due
+
2 open slots this afternoonAuto-filled from your waitlist

Reports, not a business intelligence platform

DrinCloud gives you built-in reports and a search engine that reaches every field of the chart. It does not include a drag-and-drop dashboard builder or a data warehouse. If your analyst wants pivot tables and custom models, export to CSV and work in the tool they already use.

FAQ

Questions we get asked

Can I use this for MIPS or quality program reporting?

No. DrinCloud is not ONC-certified, which is what Medicare quality programs expect. If you bill Medicare and report MIPS, DrinCloud is not the right system for you.

What can I export, and in what format?

CSV for essentially everything: patient lists, invoices, appointments, report output and search cohorts. Accounting data also exports directly to Sage.

Can I see production and payouts per provider?

Yes. Set each professional's compensation as a percentage of production or a fixed amount, and the settlement is calculated from the invoices attributed to them.

How far back does the data go?

As far back as your records go. History imported from Excel when you start is searchable and reportable alongside everything entered afterward.

See it with your own patients

Fifteen days free, no credit card, and your account opens instantly with sample data.