Automated Data Export for Reporting and Analysis:

Appointment, patient, or revenue data from Zenoti is automatically exported to Excel spreadsheets. Excel files are structured to update in real-time or at scheduled intervals (e.g., daily or weekly) for reporting purposes. Provides clinics with up-to-date data for detailed analysis, helping decision-makers track performance metrics such as patient volume, revenue, and no-shows.

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Performance Dashboards and KPI Tracking:

Zenoti exports operational data (e.g., service utilization, staff performance, and cancellations) to Excel. Excel automatically updates pre-built dashboards to display KPIs and trends for management to monitor progress. Empowers clinics to track key performance indicators (KPIs) visually, enabling data-driven decisions and proactive management.

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Appointment and Billing Reconciliation:

Appointment and billing data from Zenoti syncs with Excel to generate reconciliation reports. Clinics can cross-reference payments, outstanding balances, and appointment records for financial accuracy. Automates financial reconciliation, ensuring accurate billing and payment tracking, while reducing administrative workload.