Practice Analytics & Growth Dashboard Automation
Weekly/monthly automated reports: new patients, revenue by source, no-show rates, reactivation rates, review scores, cam
What This Automation Does
How It Works
Weekly Monday 8 AM
Automated report generation
Aggregate Metrics
Pull from all workflow tags and custom fields
KPI Calculations
New patients, retention, revenue, no-show rate, NPS
Weekly Flash Report
Key metrics, week-over-week trends, alerts
Monthly Deep Dive
30-day comprehensive with benchmarks
Pricing
Integration availability depends on your platform's compatibility and API access. Schedule a call with our team to confirm.
Monthly Subscription
$649/mo
Medical (HIPAA Compliant) plan
- 3 automations included at no setup cost
- GHL sub-account with full configuration
- Ongoing platform access & support
- HIPAA compliance, BAA & encrypted data handling
One-Time Setup Fee
$1,499
per automation (with integration)
- Sub-account provisioning & snapshot
- Workflow configuration & testing
- Deployment & integration with your platform
No payment required — our team will finalize scope and pricing during the call.
Compliance & Security
All patient data encrypted in transit and at rest. BAA available for all integrations.