Run the practice by the scoreboard.
Every number that matters, on one board, with a target, an owner and a follow-up date. Not a dashboard you admire once a quarter — the sheet your team runs the week from.
A number on its own doesn’t change anything
Most reporting stops at the number. The scoreboard carries the four things that make a number actionable, on every metric.
A target you set
Base, goal and stretch per metric, in your units. The board scores against your ladder, not an industry average.
A person who answers for it
Every metric names an owner, and anyone can filter the board to one person’s set. Front desk included.
A follow-up date
Flag a number and it becomes an issue with a note, an owner and a date — and it shows what the number did since.
The math, in the open
Every figure opens to its numerator, denominator and the de-identified rows behind it. If it disagrees with your spreadsheet, you can see why.
See where patients fall out of the plan
New patient, report of findings, day three, progress reports. The care-plan funnel shows how many reach each step and how many you lose between them — so a retention conversation starts with a stage, not a hunch.
Practices that stop at progress report three simply see a shorter funnel. Nothing to configure.
Step to step: 84% · 82% · 86% · 81% · 66%
Twenty-five metrics, grouped the way you think
Each one states what it is, how it’s calculated and why it matters — in plain English, on the metric’s own page.
Operations
6 metrics
Total active patients · patient visits · visit average · kept-visit rate · reactivations · churn
Growth
6 metrics
Collections · collected per visit · lifetime value · cost to acquire · net momentum · new patients by source
Care plan
13 metrics
Day 2 stick · report-of-findings timeliness · conversion · workshop attendance · progress-report stick and conversion, through report six
Your numbers, without a second data-entry job
Figures come from the software your practice already uses, on a schedule you set. No duplicate spreadsheet, no daily typing, and nothing breaks when someone forgets a row.
The handful of things your software doesn’t track — lead source, why a patient stopped — are captured once, in one place.
Patient names stay in the practice
Records are de-identified before they leave the building. Reports match by date, clinician and amount — never by name.
Roles, not shared logins
Owners, managers and front desk see what they need. A coach can be given read-only access and revoked in one click.
Every number is auditable
Open any figure to its inputs, or export the rows behind it. Nothing is a black box.
See it on your own numbers
A 30-minute call: we walk your current reporting, then show the board built from the metrics you already track.
Simple monthly pricing, per location. We’ll walk through it on the call — no long contract.