Figures are learned at month end
Mid-month, where you stand isn’t clear. And there’s no chance left to correct course.
Basic Reporting
Clinic reporting: see your clinic in numbers.
Follow appointments, payments and patient activity with simple indicators. Decide with real data, not opinions.
Clarity, not clutter
Reports you understand at a glance.
Daily appointments, payments, new patients and completed treatments in one report. Want detail? Open one of the ready-made reports and export it to Excel.
Familiar problems
Do you really know how your clinic is doing?
Turnover is felt, but when it isn’t discussed in numbers, decisions rest on guesswork.
Unclear which doctor produced what
When output is discussed, everyone has a different figure in mind.
No-shows go unnoticed
The calendar looks full, but if no-shows and cancellations aren't counted, the loss goes unseen.
What changes
Before and after.
You do the same work; you don’t wait until month end to see the result.
Today
Figures are kept in your head
Decisions are made by feel.
With Clineo
A simple dashboard — Appointments, payments and new patients on one screen. Clear at a glance, no interpretation needed.
Today
Doctor output is a matter of dispute
Who produced what isn’t clear.
With Clineo
Per-doctor breakdown — You filter the report by doctor and see production separately. The figure comes from the data.
Today
No-shows aren't measured
Missed appointments quietly disappear.
With Clineo
Appointment breakdown — You see appointments by status and doctor; the no-show percentage is in the report.
Why Clineo
Few indicators, lots of meaning.
Reports run on live data and update themselves.
Simple indicators
Appointments, payments and patient numbers appear without clutter.
Daily and monthly
Compare today and the month’s trend on the same screen.
Payment tracking
Collected and outstanding amounts are always clear.
Per-doctor breakdown
Easily see how much each doctor produced.
Appointment breakdown
See appointments by status, reason and doctor.
Export
Export every report to Excel.
How it works
Reaching the report in four steps.
Reports update themselves as appointments and payments are entered.
Look at the dashboard
The main indicators greet you.
Choose the range
Enter start and end dates.
Drill down
Filter by doctor and switch between ready-made reports.
Share
Download the report as Excel and share it with your team.
Note: Reports run on live data; indicators update themselves as appointments or payments are entered.
Works together with
Which modules does it connect with?
A report doesn’t produce data on its own; it’s fed by the clinic’s daily records.
Calendar Management
appointment counts and status come from the calendar
Accounting
payments and outstanding amounts are read from finance
Treatment Planning
output is calculated from treatment records
Opportunity Reports
dig deeper into missed revenue in a separate report
Doctor Commission Calculator
link the output figure to commission calculations
AI assistant
Ask Neo for a figure and it tells you.
When you ask "how much have we collected this month" or "how many appointments today", Neo gives the answer. You get the day’s summary without opening the report screen and setting filters.
Clear limits: Neo doesn’t make clinical decisions and doesn’t show data you’re not authorized to see. Permission rules apply to Neo exactly the same way. Take a closer look at Neo.
Where to start
What’s the first step?
The first time you open the reports screen, it can be hard to know which figure to look at. The quickest way: for one week, look at only two numbers, daily appointments and amount collected. These two give you the clinic's pulse. Once you're used to them, move on to the per-doctor breakdown and appointment distribution. Reports run on live data, so there's no separate preparation; the figures fill in as records are entered.
New · 23 September
Reports on Turkey time, PDF output.
The right day
Reports are cut on Turkey time; a payment late at night doesn’t slide into the next day.
PDF output
You get the finance report and the patient file as PDF.
FAQ
Frequently asked questions about Basic Reporting
Can’t find your answer? Open the demo and try it yourself. If you get stuck, the user guide is at hand.
Open the demoHow often are reports updated?
They run on live data. Indicators update the moment an appointment or payment is entered; there’s no separate calculation step.
Which plan includes this feature?
Basic Reporting is included in the Clineo Soft plan. Since Smart and Enterprise include all of Soft, it is available in all three plans.
Can I export the report?
Yes. You download each report as an Excel file. You can pick start and end dates and filter by doctor.
What if I want deeper analysis?
For needs the ready-made reports don't cover, you can request a custom report on Clineo Enterprise. Basic Reporting is for daily tracking.
Who can see the reports?
Admins, doctors and reception can open reports. The doctor role sees only their own patients and treatments.
Can I compare with past periods?
Pick two dates to open a past period. There's no side-by-side comparison screen; you view periods separately and compare them in Excel.
Ready when you are
Run your clinic with data.
Open the demo and try Clineo in your own clinic flow. Your account opens right away, free for 14 days.