Automated Data Export for Reporting and Analysis:

Client data, appointment history, and session outcomes from Practice Better are automatically exported to Excel. Data is organized into structured tables for easy analysis and reporting (e.g., new client enrollments, cancellations, and service utilization). Provides real-time visibility into key metrics, helping practitioners monitor trends and performance efficiently.

​

KPI Dashboards and Performance Tracking:

Excel sheets connected to Practice Better data are used to automatically update dashboards that track KPIs such as client engagement, revenue, or appointment volumes. Charts and graphs are refreshed dynamically, giving a clear visual overview of clinic performance. Empowers practitioners to make data-driven decisions by providing actionable insights through real-time performance tracking.

​

Financial Reconciliation and Billing Management:

Payments and outstanding balances from Practice Better are exported to Excel, allowing practitioners to track income and overdue invoices. Reconciliation reports are generated automatically, comparing received payments with scheduled appointments and services. Simplifies financial management, reduces manual errors, and ensures accurate billing and payment tracking.