Advanced Feature

Reports & Analytics

Comprehensive business intelligence and analytics for clinic performance, revenue tracking, and data-driven decision making.


Overview

KiviCare Pro includes powerful reporting and analytics features to help you understand your clinic’s performance, track revenue, monitor appointments, and make data-driven decisions.

Key Benefits

  • Visual Analytics: Beautiful charts and graphs
  • Revenue Tracking: Clinic and doctor-wise revenue
  • Appointment Analytics: Booking patterns and trends
  • Multi-Clinic Comparison: Compare performance across locations
  • Doctor Performance: Track individual doctor metrics
  • Export Capability: Download reports for presentations
  • Real-Time Data: Always up-to-date information

Available Reports


1️⃣ Clinic Revenue (Overall)

Chart Type: Doughnut / Pie Chart
Purpose: See revenue distribution across all clinics at a glance

Displays

  • Total revenue per clinic
  • Percentage of total revenue
  • Visual comparison between clinics
  • Color-coded by clinic

Example

Total Revenue: $125,000

Downtown Clinic: $60,000 (48%)
Uptown Clinic:   $45,000 (36%)
Westside Clinic: $20,000 (16%)

Use Cases

  • Identify top-performing clinics
  • Spot underperforming locations
  • Justify expansion decisions
  • Allocate resources effectively

2️⃣ Clinic Revenue (Detail)

Chart Type: Bar Chart
Purpose: Detailed month-by-month or clinic comparison

Displays

  • Revenue bars for each clinic
  • Side-by-side comparison
  • Trend analysis
  • Actual dollar amounts

Filter Options

  • Specific month or all months
  • Specific year
  • Single clinic or all clinics

Example

January 2026:
Downtown: $15,000 ████████████████
Uptown:   $12,000 ████████████
Westside: $ 6,000 ██████

Insights

  • Month-over-month growth
  • Seasonal patterns
  • Clinic comparison
  • Performance trends

3️⃣ Doctor Revenue

Chart Type: Bar Chart
Purpose: Track revenue generated by each doctor

Displays

  • Revenue per doctor
  • Comparison across doctors
  • Filter by clinic
  • Time-based analysis

Filter Options

  • All doctors or specific doctor
  • Specific clinic
  • Month and year selection

Example

Dr. Smith: $25,000 ████████████████████
Dr. Jones: $18,000 ██████████████
Dr. Lee:   $15,000 ████████████

Metrics Include

  • Total revenue generated
  • Number of appointments
  • Average revenue per appointment
  • Billing efficiency

4️⃣ Clinic Appointment Count

Chart Type: Bar Chart
Purpose: Monitor appointment volume per clinic

Displays

  • Total appointments by clinic
  • Status breakdown
  • Comparison across clinics
  • Trend over time

Status Filters

  • All
  • Booked
  • Pending
  • Completed
  • Check-in
  • Cancelled

Example

Downtown Clinic:
├─ Booked: 150
├─ Completed: 280
├─ Cancelled: 20
└─ Total: 450

Key Metrics

  • Appointment volume
  • Cancellation rate
  • Completion rate
  • Booking trends

5️⃣ Doctor Appointment Count

Chart Type: Bar Chart
Purpose: Track appointment volume per doctor

Displays

  • Appointments per doctor
  • Status breakdown
  • Workload comparison
  • Capacity utilization

Example

Dr. Smith: 230 ██████████████████
Dr. Jones: 180 ██████████████
Dr. Lee:   150 ████████████

Insights

  • Doctor utilization
  • Workload balance
  • Scheduling efficiency
  • Capacity planning

Reports Dashboard


Accessing Reports

  • Menu: Dashboard → Reports

Access Levels

  • Administrator: All reports
  • Clinic Admin: Own clinic
  • Doctor: Own statistics
  • Receptionist: Limited (if enabled)

Filter Controls

Clinic Filter
[All Clinics ▼]
Doctor Filter
[All Doctors ▼]
Month Filter
[Current Month ▼]
Year Filter
[2026 ▼]

Applying Filters

  1. Select clinic
  2. Select doctor (optional)
  3. Choose month/year
  4. Charts update automatically

Reading Charts


Doughnut Chart

  • Each slice = clinic
  • Size = revenue share
  • Hover for details

Bar Charts

  • Height = value
  • X-axis = clinic/doctor
  • Y-axis = revenue/count
  • Hover for breakdown

Analysis & Insights


Revenue Analysis

  • Top-performing clinics
  • Growth/decline trends
  • Seasonal patterns
  • Doctor profitability

Appointment Analytics

Cancellation Rate

Cancelled ÷ Total × 100

Completion Rate

Completed ÷ Total × 100

Doctor Performance

  • Workload balance
  • Revenue per appointment
  • Patient retention

Exporting Reports

Export Formats
  • PDF
  • CSV / Excel
  • PNG / JPG

Export Methods
  • Browser print
  • Screenshot
  • Export button (if available)

Custom Date Ranges

  • Month-over-month
  • Year-over-year
  • Quarterly comparison

Best Practices


Review Frequency
  • Weekly: Appointments
  • Monthly: Revenue
  • Quarterly: Strategy
  • Annually: Growth

KPIs to Track
  • MRR
  • ARPU
  • Booking Rate
  • No-show Rate
  • Patient LTV

Troubleshooting


No Data Showing
  • Relax filters
  • Check permissions
  • Verify date range

Charts Not Updating
  • Hard refresh
  • Clear cache
  • Check console

Export Issues

  • Disable pop-up blocker
  • Try a different browser
  • Use screenshots

Mobile & Responsive
  • Fully responsive charts
  • Touch & gesture enabled
  • Best viewed on tablet/desktop

Related Features
  • Multi-Clinic Management
  • Billing & Tax System
  • Medical Reports

Advanced Analytics (Future)
  • Predictive analytics
  • Revenue forecasting
  • Custom report builder
  • Scheduled reports
  • Dashboard widgets

Suggestions & Improvements

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