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.
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.
The right summary, at the right cadence, automatically.