Reports & dashboards

See your practice clearly—billing, collections, and operations at a glance

Owners and practice managers shouldn’t need a spreadsheet to know how the clinic is doing. MyChiro turns every visit, invoice, and payment into a calm, live view—delivered inside your daily workspace so the numbers are where the work is.

A live snapshot, right where the day happens

Reports aren’t a separate app you only open at month-end. MyChiro renders the practice snapshot at the top of every staff member’s dashboard, with deltas against the prior 30 days and one-click deep-links into the full report.

Practice snapshot

Last 30 days — billing, collections, and operations

Collections (30d)

R 213,401

Net issued

R 251,711

Completed visits

228

No-show rate

7.3%

Billing & collections

Daily collections vs net invoiced — last 30 days

R12K R9K R6K R3K R0 29 Apr 6 May 13 May 21 May 28 May
Collections Net issued

Operations

Completed vs no-show — last 14 days

30 20 10 0 15 May 19 May 23 May 27 May
Completed No-show
Illustrative dashboard preview — numbers shown reflect a fictional clinic. Your workspace renders live values from your practice with real percent-change vs the prior period.

What’s inside the reports library

Today’s slice covers the questions owners ask first: how busy were we?, are patients showing up?, and what came into the bank account? All filterable by date range; operations is filterable by provider too.

Live

Operations summary

Completed visits, scheduled, cancelled, no-shows, no-show rate, and today’s activity—all scoped to the active practice and your selected window. Filter by provider when triaging individual queues.

Live

Visits trend

Daily counts of completed and no-show appointments across the selected range, so you can spot weekly cadence, dips after long weekends, and the impact of new reminder windows.

Live

Collections summary

Gross billed, discounts given, net issued, total collections, and collections today—in your practice’s configured currency and clinic-local day. Helpful for month-end reconciliations.

Live

Collections trend

Daily collections layered against daily net invoiced—so it’s obvious when issued revenue is outpacing payments and when collections are catching up.

Live

Provider productivity

Completed visits, no-show counts, and no-show rate per provider for the selected window—surfaced as a table so managers can spot scheduling friction provider by provider.

Coming

A/R aging

Open balance headline with 30 / 60 / 90 day aging buckets, so practice managers can triage outstanding invoices before they ossify into write-offs.

Coming

CSV export & drill-down

One-click CSV export for every summary and trend, plus row-level drill-down into contributing invoices, payments, and visits. Designed for accountants and month-end packs.

Coming

Utilization, cohorts & alerts

Schedule utilization vs capacity, patient cohort retention, and threshold-based alerts (e.g. no-show spikes)—for owners who want forward-looking signal, not just a rear-view mirror.

How it works

Built into the workspace, not bolted on

The same React workspace your team uses for scheduling and treatment renders the snapshot the moment they sign in. No separate BI tool to license, no nightly export job to babysit—just live numbers from the same database powering the clinic.

  • Scoped per-practice in multi-tenant deployments—your numbers stay yours.
  • Gated by a reports.read permission, so only the right roles see the snapshot.
  • Date and provider filters on the full report; deltas compare the prior window.
  • Currency-aware formatting; clinic-local days for accurate cut-offs.
  • One refresh button; no app reload required.

Reach the full report in one click

Every snapshot card deep-links into the full Reports page, where owners can change the date range, filter by provider, and review the per-provider productivity table. The Billing hub shortcut jumps straight to practice-wide open balances and payment recording.

Open report Filter: last 30 days Provider: All Refresh

See where reporting fits across the platform on the product map.

Phase 5 roadmap — what shipped, what’s next

Reports and analytics is delivered in focused slices. Operations KPIs and collections trends are in your workspace today; A/R aging, exports, and forward-looking utilization signal are next on the queue.

P5a · Delivered

Operations reports API + reports.read permission

Practice-scoped, permission-gated API endpoints for operations summary, visits trend, and provider productivity—filterable by date range and provider, returning clinic-local day buckets.

P5b · Delivered

Reports UI in the sidebar

Sidebar Reports entry lands on /reports with the full operations KPI tiles, visits trend bar chart, and per-provider productivity table. Dashboard remains operational triage; reports get their own canvas.

P5c · Delivered

Financial summary & collections trend

Gross billed, discounts, net issued, collections, and today’s collections—plus a daily area chart of collections layered against issued revenue. Practice currency respected throughout.

P5d · Planned

CSV export & row-level drill-down

One-click CSV export for each summary and trend, plus row-level drill-down into the contributing visits, invoices, and payments—built for accountants and month-end reconciliation packs.

P5e · Planned

A/R aging, utilization, cohorts, alerts

Open balance with 30 / 60 / 90 aging buckets, schedule utilization vs capacity, patient cohort retention, and threshold alerts (e.g. no-show spikes) so owners steer with both rear-view and forward signal.

Want to see your own numbers in this view?

Book a walkthrough and we’ll show the same snapshot fed by a fictional practice wired to the real product. Bring the questions you wish your current tools could answer—we’ll talk through the closest fit.

Book a walkthrough