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PerfBoard

How each person and each site is actually doing — and each department against its slice of the year’s goals.

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What it is

Performance without folklore: per doctor and per branch, the visits seen, the revenue collected, the outcomes recorded — computed live from the same records the work created, with the basis stated on every figure. Made for the monthly review that used to run on memory. The year’s goals sit on the Board tab of the Group screen: each goal split into department targets, each department’s progress recorded against its own target with a note, and a target behind the share of the year already gone flagged months before year end.

Who uses it: Built for: Every specialty
Reads: Visits, billing, outcomes
Writes: Goals, department targets and progress readings
Never: It stores no scores and ranks nobody in secret — every number shows its working, to the person it is about too.
Access: Only people whose role includes it — the clinic owner decides who
Your data: PHI-lite. Hosted in Boston, United States. On uninstall: The board goes away; nothing else changes.

How it works

Open Group and pick the windowPerfBoard is the Clinicians and Front desk cards on the Group screen, and the Last 7 days, Last 30 days and Last 90 days buttons at the top set the window those two cards are computed over.
Read the clinician rowsEach clinician carries the patients seen, the visits, the revenue attributed to them as the responsible clinician on the encounter, the average consult length, the notes signed, and the assistant drafts they accepted out of those they judged.
Read the front desk separatelyThe Front desk card counts bills raised, payments taken and the amount collected, because counting a receptionist’s visits against a doctor’s would compare two unrelated things.
Check the basis before you act on a numberNothing on the board is stored: every figure is read from the encounters, notes and payments as they were entered, and the Clinicians card prints that under its table.
Cascade the year’s goalsOn the Board tab, add a goal with what it is measured in and a target for each department. Press a department’s row to record its progress so far; a target behind the share of the year gone shows as behind.

Rules it keeps

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

It stores no scores and ranks nobody in secret — every number shows its working, to the person it is about too.

It does not set the strategy: leadership agrees the goals, and it tracks the targets they cascade into.

AI in PerfBoard

AskQuestions about what is on screen — “What needs attention in PerfBoard 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

PerfBoard — Group — See how each person and site is doing — 01Group — See how each person and site is doingCaptured from the running demo clinic

01Group — See how each person and site is doingCaptured 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 · 3

BillDesk CaseNotes RxCanvas

See the whole clinic →

Questions clinics ask

What does PerfBoard do?

How each person and each site is actually doing — and each department against its slice of the year’s goals. Performance without folklore: per doctor and per branch, the visits seen, the revenue collected, the outcomes recorded — computed live from the same records the work created, with the basis stated on every figure. Made for the monthly review that used to run on memory. The year’s goals sit on the Board tab of the Group screen: each goal split into department targets, each department’s progress recorded against its own target with a note, and a target behind the share of the year already gone flagged months before year end.

What data does PerfBoard read and write?

PerfBoard reads visits, billing, outcomes and writes goals, department targets and progress readings. Its data class is PHI-lite. Every app works on the same patient record — nothing is copied into a silo.

What does PerfBoard deliberately not do?

It stores no scores and ranks nobody in secret — every number shows its working, to the person it is about too. It does not set the strategy: leadership agrees the goals, and it tracks the targets they cascade into.

What happens to our data if we uninstall PerfBoard?

The board goes away; nothing else changes.

Is PerfBoard available today?

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

Want to see PerfBoard 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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