Dashboards & Analytics

Operational clarity for every role - without exposing what shouldn't be seen. Turn day-to-day activity into an at-a-glance overview: what's happening now, what's trending, and what needs attention.

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Key capabilities

Specialist Dashboard

Practice overview with unread messages, new patients, upcoming bookings, recent transactions, and daily/monthly stats

Organization Dashboard

Oversight and utilization across patients and specialists, with bookings, transactions, and operational status

Affiliate Dashboard

Campaign performance snapshot connecting traffic to registrations, commissions, and payouts with UTM reporting

Role-Based Access

Each portal sees only the metrics that matter to them - specialists, organizations, and affiliates get tailored views

Action-Oriented Insights

Surface recent activity and next steps, not just charts - including reminders for incomplete profiles or pending tasks

Privacy-Preserving Reporting

Anonymize or limit identifiable data in privacy-sensitive setups while still tracking utilization and outcomes

Why choose this feature

Specialists see only their own patients, bookings, and transactions

Organizations get configurable access scopes for patients and specialists

Affiliates see attribution and earnings without patient personal data

Daily and monthly statistics for tracking trends over time

Action items surface configuration issues and pending tasks

Dashboard data derived from operational records for auditability

Time-series trends and breakdowns by portal type

Privacy-aware modes for corporate and EAP-style oversight

Want dashboards that match your operating model?

Talk to us about configuring role-based analytics for specialists, organizations, and affiliates - with the right privacy and permissions from day one.

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