Quick reports

Daily and end-of-day reports for clinics

There is a difference between analytics and the four numbers you want at eight in the evening. What came in, what was collected, who did not turn up, and what is still open. Those should take one tap, not a report builder.

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☰Period ▾Branch ▾Doctor ▾Sort: Most used ⇅

Financial & billingPaid this year1,284Patient credit balance96Payments by doctor12Invoices by doctor12Discounts & taxes8Doctor commissions12Expenses by type24Treasury movements96

Patient activityOutstanding balances213No payments in 12 months88Never paid34New patients by doctor12By insurance company9Referral sources14Recalls due176Loyalty points issued4,820

Clinic workflowCompleted, payment pending41Operations by procedure212Operations by doctor12Cancelled / no-show27Inventory usage by procedure118Lab cases by status19Appointments by room8Staff attendance summary14

The end of the day, reconciled

Reception cannot leave until the day agrees. The report puts what the system recorded next to what is in the drawer, and the difference is the only thing to discuss.

Collected by method: cash, card, transfer, online
Expected against counted, per account
Refunds and discounts given, with who approved them
Invoices raised, and what is still unpaid
A close per shift, signed off by the person closing it

The day in numbers on the Medicolize phone app: new patients, appointments, operations completed and the cash behind them

The day in four numbers

For an owner who is not in the building, most of a dashboard is noise. These are the four that change what you do tomorrow.

Seen, booked, no-show and cancelled
Invoiced and collected, against the same day last week
New patients, and where they came from
Sessions delivered against sessions scheduled
The same figures per branch and per doctor

Sent rather than fetched

A report you have to remember to open is a report you read twice a month. These arrive.

A daily summary to WhatsApp or email at a time you choose
Per branch, to the people responsible for that branch
Thresholds that trigger a message rather than a routine one
Weekly and monthly versions of the same figures
Exportable for whoever needs it in a spreadsheet

Who reads which report

The same day looks different depending on what you are responsible for.

Reception

The close: what was collected, in what form, and whether it agrees.

Managers

No-shows, cancellations and what is still unpaid.

Owners

Four numbers, per branch, without opening a laptop.

A report builder versus the day in one tap

Both can produce the number. One of them produces it every evening.

The way it is done now

Built when someone needs it
Fetched from a dashboard
Cash agreed roughly
One clinic-wide figure
Read twice a month

With Medicolize

There every evening
Sent to WhatsApp or email
Expected against counted
Per branch and per doctor
Read daily, because it arrives

Questions

Quick reports — what clinics ask

What is in the end-of-day report?

What was collected and by which method, expected against counted per account, refunds and discounts with who approved them, and what was invoiced but not paid — closed off by the person on shift.

Can the daily summary be sent automatically?

Yes, to WhatsApp or email, at a time you choose, and per branch to the people responsible for that branch.

Is it per branch?

Yes, and per doctor. A group figure hides the branch having a bad week, which is the thing worth knowing.

How is this different from the analytics pages?

Analytics is for questions you are investigating. This is for the four numbers you check without having a question — and for the close that reception cannot go home without.

Can we get alerts instead of a routine report?

Yes. A threshold can trigger a message on its own, so a quiet day sends nothing and a bad one reaches you.

Keep going

Put Quick reports in front of your own week

Half an hour on your own services, packages and price list. Someone calls you back within a day.

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