Features/Reports
Reports

The clinic comes
to you.

You should not have to log in to know how the business is doing. A Monday briefing, a completed monthly report on the first Monday, and an optional 8pm daily digest, each at the right cadence with zero effort.

01The emails

Three cadences. Zero effort.

A Monday briefing with last week settled and the week ahead. A completed monthly report on the first Monday of the month. And an optional daily digest at 8pm: patients seen today, money taken today, new patients and what is booked for later.

  • Monday briefing: last week, the week ahead, the projection
  • Monthly report edition with year-on-year context
  • Optional 8pm daily digest, computed at send time
  • A calm note when a dip has an obvious benign cause
Inbox · 8:00pm
Today at your clinic
£6,943
Taken today
96
Patients seen
12
New patients
41
Booked in for later
Calculated at 8pm from your live diary. Illustrative figures.
How it is worked out

The numbers behind it.

The Monday briefing leads with the market update, then last week settled, the week ahead, the month-end projection and a How you compare block with the typical clinic on ClinicSignal. On the first Monday it becomes the completed monthly report. The daily digest is opt-in and computed at send time from your live diary, so patients-seen and money-taken reflect the day rather than a stale afternoon sync. Every email is idempotent per recipient per day, so nobody is double-sent, and everything stops immediately for an expired trial.
Where it shows up

It travels with you.

The emails carry the same figures as the monthly report, Overview and market update, so what lands in your inbox always matches what you see when you log in.
Keep exploring
Monthly reportThe report the email carriesPatient recallThe list your admin can actionMarket updateWhat leads the Monday email

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