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Practice Management Analytics and KPI

I’d love a dashboard showing weekly/monthly stats for various types of sessions, cancellations/no shows, referrals and referral sources in addition to the revenue component

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  • Bobbie Shaw

    •

    Jul 2

    So far the only thing I can tell that Simple Practice does better than Upheal is offer the ability to note the referral source for each client, and then I can run a report to see how much income was generated from which referral source. This is essential knowledge for my marketing efforts.