📝 Overview
ChiroHD provides robust reporting features at the system level, enabling users to efficiently access and analyze critical data across one or multiple clinic locations. This article guides you through the different reporting options available.
📋 Reporting Options
Reporting is accessible directly from the System-Level Dashboard, located at the top menu. The main reporting options include:
1. 📈 Metrics Dashboard
Provides a quick overview of key metrics
Visible directly on your home screen (if enabled)
To toggle visibility:
Navigate to System Configuration > Show Metrics on System Screen
If disabled, access via Reporting > Metrics Dashboard
2. 📑 All Reports
Generate detailed reports for any specific clinic location
To run a report:
Select All Reports from the reporting menu
Choose the desired clinic location
Select your preferred report type
Define the date range
Click Generate Report
📌 Detailed info on each report type is available in other articles.
3. 🧾 Simple Reporting
Quickly review key statistics for selected locations
If you select an individual location, you can view:
Collections
Sales
Appointment statistics
Patient retention data
Selecting All Locations provides:
Overall statistics
Patient retention across your active clinic network
🚫 Test locations are excluded from these metrics.
4. 📊 Lead Tracking
Gain insights into your lead funnel with:
Number of leads at each stage
Funnel conversion visibility
Customize your view by:
📅 Date range (day, week, month, quarter, year, or custom)
📍 Individual location or all locations combined
💡 Usage Tips
Use reporting tools regularly to monitor clinic performance
Utilize All Reports for deep dives into clinic-specific data
Use Simple Reporting for quick performance snapshots and network-wide overviews
Leverage Lead Tracking to improve and refine your patient acquisition strategy
✅ Key Takeaways
System-Level Reporting provides multi-location insights at your fingertips
Choose from detailed, simple, or lead-based reporting options
Customize reports by location and date for better analysis
Use reports to drive informed, data-driven decisions across your organization
📌 Conclusion
System-Level Reporting in ChiroHD empowers you with the tools to track, analyze, and improve performance across your entire clinic network. Whether you're monitoring collections, appointments, or lead conversion, these insights help you make smarter, faster decisions.