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Get a thorough understanding of your data, and use it to make the most informed decisions moving forward.
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Danielle T. from Washington, DC
Know how your business is performing
View your income, outstanding balances, appointments, notes, and claims all under one dashboard in your account.
Get real-time insights
Access updated information on client attendance, outstanding balances, the number of reminders sent, and more.
Control your finances
Understand your money with monthly reports on your projected income, unpaid invoices, and payroll.
Make the data work for you
Export reports as an Excel or CSV file, so your information is easily accessible and fits into your workflow.
Clarify insurance billing
Get answers about unpaid insurance appointments, claims status, processing fees, coverage reports, and more.
Be the best version of your (business) self
Access our growing list of free resources to simplify your everyday.