📊 Practice Analytics for Group Owners
We're building a real-time practice dashboard that gives group practice owners a single source of truth for how the business is doing, without exporting data from Stripe, calendars, and clinical logs every week.
You'll see revenue, sessions completed, no-show rates, and provider activity across your whole team in one view. Filter by date range or by provider to spot trends early, identify which clinicians are getting overbooked, and catch revenue dips before they become quarterly problems.
This replaces the spreadsheet you keep on the side, so the next time a clinician asks how their caseload compares to the team average, or your accountant asks for last month's numbers, the answer is a click away.
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Comments4
Oct 2
Pinnedhttps://feedback.upheal.io/changelog/see-your-practice-at-a-glance-with-reports-barchart
Marion Bean Moreland
Aug 3
We need to be able to see our employees clients and schedules but more importantly we need to be able pay them.
Upheal Moderator
May 7
•Merged request
•11 votes
Client Payments Analytics
We’re adding payments analytics to the Client Payments page so you can quickly understand your revenue at a glance—what you’ve earned, what’s overdue, and what’s coming up.
Charlene Wiseman
Apr 29
From a group practice perspective, will these analytics also show these searchable by each individual therapist for the administrator? Also, will there be accounting exports such as csv files available that can be integrated directly into accounting software?