Per-practitioner performance
“Who is using which treatments?”
Daily counts per practitioner of each treatment type, products, cancellations and new patients, with amber flags.
New-patient counts verified 41 of 41 against the source.
Fair, checked numbers.
Operations board
“Eight clinics, eight tabs.”
Every clinic on one page: open tasks by type, done in the last day and week, and the oldest item.
The whole group at a glance.
Owner dashboard
“Too many reports.”
One sign-in with pages for each part of the business, each with a plain-language read of what matters.
One place.
Every metric, every month
“How does this compare to last year?”
19 measures per clinic per month, with month, quarter and year comparisons. A month with no data is shown as no data.
Never a fake zero.
Target levers
“We have a target and no plan to reach it.”
Each clinic gets a target and five levers. Move a slider and see how much of the gap it closes. It never applies a fee change on its own.
See what each lever is worth before you pull it.
Profit view
“Which clinic actually makes money?”
Pick a target and it works back to the extra visits, new patients and booked calls needed, clinic by clinic.
From goal to Monday's actions.
Quarterly goals
“Are we growing?”
A standing goal for each clinic against the same quarter last year, shown as achieved or missed.
Achieved or missed, plainly.
Who pays
“What share of our patients is insurance?”
The mix of private pay, private insurance and injury claims per clinic, counted visit by visit.
A simpler split would have misfiled 37% of visits.
Know who pays.
No-shows and projections
“No-shows hide inside cancellations.”
No-shows are separated from cancellations, with month, quarter and year projections.
Two different problems, two numbers.
Equipment actually used
“We bought the laser. Is it being used?”
Treatments billed for each machine, by practitioner and clinic, with 30 months of history.
See which machines earn their keep.
Monthly self-review
“What should we improve next?”
On the first of each month it audits itself from ten angles and sends up to ten proposals, each with its evidence. It proposes only.
It suggests its own upgrades.
Review tracking
“How many reviews did we get this week?”
Count, rating and new reviews per clinic against a goal, visible to directors and practitioners too.
Reviews, counted.
New-patient numbers for marketing
“Is marketing working?”
A Monday scorecard with week-over-week and year-over-year, a watch list of clinics below average, and a monthly brief on source, age and area.
A fair comparison changed a flattering +21% to the real +8%.
The real number, not the flattering one.
Search and ads board
“My web and ads vendors email in circles.”
One shared board of tasks, rankings and messages. A vendor's “done” is verified before it counts.
38 local searches tracked every week.
Vendors held to proof.
Payroll read automatically
“I download payroll by hand every run.”
Payroll emails are filed and read into per-clinic numbers without anyone touching them.
47 of 47 payroll runs reproduced with no differences.
Payroll, filed itself.
Hours alarm
“Were people paid for the hours they worked?”
Clocked hours are compared with paid hours, and missing clock-outs, skipped lunches and long days are flagged each Monday.
Pay that matches the clock.
Timesheet corrections
“A month of correction requests sat unseen.”
Correction requests are captured every night and checked against the time clock until done.
Every correction tracked to done.
Bonus ledger
“Bonus day is a spreadsheet marathon.”
Each practitioner's monthly bonus is built from payroll and billing, month by month, and audited daily against six rules.
Matched the hand-built sheet to the cent.
Bonus without the spreadsheet.