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Features / Reporting

Know what happened, when and who did it

Your main numbers on the dashboard, a history of every record change, and reports on appointments, revenue and new patients. Export it all to a spreadsheet. See how your practice is doing, and who changed what. Essential gives you the dashboard, spreadsheet export and the last 12 months of history. Complete adds the three reports and the full history.

Watch: Reports

What the practice actually did this month.

Five numbers on arrival

The dashboard shows five numbers: your patients, appointments today and this week, the outstanding balance, and new patients this month. Everyone in the practice sees it, owner and staff. It is the first screen they see when they sign in.

A history of every record change

Every important change is recorded: who did what, to which record, and when. You can filter it by type of change and by dates. Only the owner sees it. Three things stay out of it: your practice settings, your HyperCRM plan and each person's own sign-in details.

Three reports, by day, week or month

See your appointments, your new patients, and your charges, credits and payments from billing, for any dates you choose. Group them by day, week or month and see the trend as a chart, not just one total. Only the owner sees the reports, on the Complete plan.

Always accessible and exportable data

Your patient list, the reports and the history of changes all export to a spreadsheet, on every plan. Your numbers are never locked inside the app. Only the owner can export them, even lists the staff can see.

Related features

Billing

The revenue report is built from your charges, credits and payments.

Team

Only the owner sees reports and exports data. See how owner and staff roles differ.

Patient records

The new patients report counts the same patient records you keep every day.

Common questions

Yes. The practice owner can export the patient list, the reports and the activity log to a spreadsheet file (CSV) from the app, and anyone in the practice can download its files at any time. Your practice data belongs to you, and there is no export fee or waiting period. That holds on either plan, during the trial, and after you cancel.

HyperCRM is paid software. Every practice starts with a 30-day free trial of the Complete plan, with no card needed. After that, Essential starts at €19 a month and Complete at €34, VAT included. The price depends on how many practitioners you have. Every price is on the pricing page, so you never need a sales call.

Everyone in the practice, owner and staff, sees the five numbers on the dashboard. Only the owner sees the reports and the history of changes, and only the owner can export. Full reports can be accessed through the Complete plan.

More in Clinical & back office

See your practice, in numbers

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