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.
See indicators such as daily appointments, monthly payments, new patients and occupancy in simple charts. If you want to dig into detail, open the breakdown.
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.
Empty hours go unnoticed
The calendar looks full, but without measuring occupancy, lost hours slip by.
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 — Each doctor’s output is visible separately. The figure comes from the data; the argument ends.
Today
Occupancy isn’t measured
Empty hours are quietly lost.
With Clineo
Occupancy rate — You measure how full the calendar is; you notice empty hours and fill them.
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.
Occupancy rate
Measure calendar occupancy and notice empty hours.
Export
Print or share the summary report.
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
Choose a day, week or month.
Drill down
Filter by doctor, procedure or patient.
Share
Print the summary or share it with the 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
occupancy and appointment counts 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?
When you first open the report screen, choosing which indicator to look at can feel hard. The fastest way: for a week, look at only two figures — daily appointment count and amount collected. These two give you the clinic’s pulse. Once you’re used to them, you move on to the per-doctor breakdown and occupancy rate. Since reports run on live data, there’s no separate preparation step; indicators 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 report and the patient file as a PDF.
FAQ
Frequently asked questions about Basic Reporting
If your answer isn’t here, you can ask us directly in the demo call.
Ask in 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?
You can print the summary report or share it with your team. You can pick day, week and month ranges and drill down.
What if I want deeper analysis?
Custom reports by branch, doctor and period are designed in the Clineo Enterprise plan. Basic Reporting is for daily tracking.
Who can see the reports?
Visibility depends on roles and permissions. The clinic owner sees all indicators, while you can let a doctor see only their own output.
Can I compare with past periods?
You follow the trend by choosing day, week and month ranges. If you want period comparisons at deeper breakdowns, Custom Reports in Clineo Enterprise come in.
Ready when you are
Run your clinic with data.
Let’s plan a short walkthrough for your specialty so you can see this feature in your own clinic workflow.