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Insights

The whole business on one screen — money, patients, marketing, referrals, team and care.

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What it is

Six strips, one screen: collections and expense burn; new versus returning patients, no-shows and waiting times; what your campaigns and automations actually produced; which referrers and field visits brought revenue; attendance, open tasks and headcount; adherence and follow-up completion. Every number is computed live from the system that owns it and says what it was based on — nothing is copied into a reporting table to go stale. Pick a date range and every figure shows itself against the equal stretch before. Each strip respects its own permission: a person sees only the strips their role can read. Where a number honestly cannot be known yet, the strip says so instead of inventing one. Build your own report from the same named figures: pick a figure (visits, no-shows, revenue, collections, denials, lead conversion, bed occupancy and more), split it by doctor, department, branch, payer, source or service, over days, weeks or months, for a period; see the chart and the table, open the rows behind any number, then save it, pin it to the top of Insights, or have it sent to your bell or by email on a schedule. Only figures whose app is installed and that you may read are offered, and a saved report is re-checked against its author’s rights each time it runs. On Reports, ask in plain words — “no-shows by doctor last quarter” — and the answer comes from the same named figures, with a chart, the numbers and the rows behind them; the AI picks a figure, never writes a query. Scheduled digests explain what moved and mark an unusual rise or fall, to your bell, by mail or to your own WhatsApp. Alerts watch a figure for you: a line you draw (no-shows today above five) or a change well outside its usual range (yesterday against the same weekday in the weeks before), checked every five minutes and sent once per period, snoozable. A forecast shows the next one to four weeks of visits, revenue or collections with an 80 % likely range, and says how far off the same method was on the last two weeks. WhatsApp goes only to the phone on your own profile, through the clinic’s messaging and consent checks; until the channel is connected and its template approved, each send says it was not sent, and why.

Who uses it: Built for: Every specialty
Reads: Billing, scheduling, campaigns, referrals, rota and tasks, care programmes
Writes: Saved reports, pins and their schedules, alert rules and what each one sent — never the figures themselves
Never: It stores no derived numbers, grants nobody a peek past their permissions, and never shows a figure without naming its basis.
Access: Only people whose role includes it — the clinic owner decides who
Your data: PHI-lite. Hosted in Boston, United States. On uninstall: The screen goes away. Nothing else changes, because it never owned any data.

In the product

Who uses it: Administrator — the demo profile it is best tried as
Where it opens: Analytics › Insights /insights
Permission: intel.read

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How it works

Pick the rangeA 7, 30 or 90 day preset, or From and To dates. Tick Compare with the days before to set each figure against the equal stretch of days before the range.
Read the stripsMoney, Patients, Marketing, Referrals & field, Team and Care, each a live read over the module that owns the fact. Below them, a forecast with its likely range and the alerts you set. Nothing on the screen is stored.
Hover for the basisEvery card says what it counted: bills finalised in the range, encounters with cancelled excluded, leads created in the range. Salary figures never enter the platform and the Team strip says so.
See only what you may readA strip whose read permission you do not hold is left out of the page entirely rather than drawn as a locked door; on Reports, ask a question in plain words and the answer comes from the same named figures you may read.

Rules it keeps

What it does not do, by design. A listing with only benefits is an advertisement.

It stores no derived numbers, grants nobody a peek past their permissions, and never shows a figure without naming its basis.

AI in Insights

AskQuestions about what is on screen — “What needs attention in Insights today?” — answered with the records it read.

DraftSummaries and notes for the team, marked as drafts until a person signs.

Every answer shows its sources. Nothing AI writes is saved until a person accepts it.

See it on screen

Insights — Insights — The whole business on one screen — 01Insights — The whole business on one screenCaptured from the running demo clinic

01Insights — The whole business on one screenCaptured from the running demo clinic

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Connected to

Read out of the code, not the brochure: each app below is here because one service queries the other’s tables. Install either side and the hand-over is already wired.

Reads from · 21

AttendancePunch Automations BillDesk CampaignHQ CarePlans CaseNotes Sales & Referrals FrontBooks Hiring IncidentIQ LabBridge LeadDesk Outcomes Patient Registry Online Booking ReferralNet RemindRx ReviewMagnet SlotGrid StaffDesk WardLine

See the whole clinic →

Questions clinics ask

What does Insights do?

The whole business on one screen — money, patients, marketing, referrals, team and care. Six strips, one screen: collections and expense burn; new versus returning patients, no-shows and waiting times; what your campaigns and automations actually produced; which referrers and field visits brought revenue; attendance, open tasks and headcount; adherence and follow-up completion. Every number is computed live from the system that owns it and says what it was based on — nothing is copied into a reporting table to go stale. Pick a date range and every figure shows itself against the equal stretch before. Each strip respects its own permission: a person sees only the strips their role can read. Where a number honestly cannot be known yet, the strip says so instead of inventing one. Build your own report from the same named figures: pick a figure (visits, no-shows, revenue, collections, denials, lead conversion, bed occupancy and more), split it by doctor, department, branch, payer, source or service, over days, weeks or months, for a period; see the chart and the table, open the rows behind any number, then save it, pin it to the top of Insights, or have it sent to your bell or by email on a schedule. Only figures whose app is installed and that you may read are offered, and a saved report is re-checked against its author’s rights each time it runs. On Reports, ask in plain words — “no-shows by doctor last quarter” — and the answer comes from the same named figures, with a chart, the numbers and the rows behind them; the AI picks a figure, never writes a query. Scheduled digests explain what moved and mark an unusual rise or fall, to your bell, by mail or to your own WhatsApp. Alerts watch a figure for you: a line you draw (no-shows today above five) or a change well outside its usual range (yesterday against the same weekday in the weeks before), checked every five minutes and sent once per period, snoozable. A forecast shows the next one to four weeks of visits, revenue or collections with an 80 % likely range, and says how far off the same method was on the last two weeks. WhatsApp goes only to the phone on your own profile, through the clinic’s messaging and consent checks; until the channel is connected and its template approved, each send says it was not sent, and why.

What data does Insights read and write?

Insights reads billing, scheduling, campaigns, referrals, rota and tasks, care programmes and writes saved reports, pins and their schedules, alert rules and what each one sent — never the figures themselves. Its data class is PHI-lite. Every app works on the same patient record — nothing is copied into a silo.

What does Insights deliberately not do?

It stores no derived numbers, grants nobody a peek past their permissions, and never shows a figure without naming its basis.

What happens to our data if we uninstall Insights?

The screen goes away. Nothing else changes, because it never owned any data.

Is Insights available today?

Yes — Insights is live in clinics today. Set up your practice on MedAppz and install it from your dashboard.

Want to see Insights running on your own patients?

Tell us what you run and we will show you this app inside a practice shaped like yours — or answer the question the page above did not.

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