Clinic reporting and decision support
The difference between feeling how the clinic is doing and knowing is a correct report. HekimBis reports appointments, patients, leads, finance, stock, diagnostics and communication from the record of the transaction itself, and you can drill down from any figure to the record beneath it.
Six report families, produced from the same record
A report is produced from the record of the transaction itself, not from data copied to a separate table, so today's situation is visible today instead of waiting for month end. Lite includes the basic daily view, Pro adds advanced operations, finance and clinical reports, and Clinic adds the consolidated view that compares branches.
- Operations
- Appointment occupancy, no-show and cancellation rates, delay and waiting time, resource use (physician, room, device). It shows which days and time slots stay empty and which appointment types concentrate no-shows.
- Patients and leads
- Lead sources, first response time, conversion to appointment and treatment, new, active and lost patients, retention and recall adherence. Revenue source from ad channel to payment joins up in the same report.
- Finance
- Revenue, collections, debt, refunds, discounts, physician earnings and profitability, broken down by physician, service, source and branch. The figures come from HekimBis's internal finance record.
- Inventory
- Supply consumption, expiry risk, wastage, purchasing and cost per procedure. It shows which procedure's cost is rising.
- Diagnostics and clinical quality
- Test turnaround time, critical-result acknowledgement time, device connection health and specialty-specific clinical quality indicators. Indicator definitions are set with clinician and regulatory approval; indicators with an approved definition appear on screen.
- Communication
- Message delivery rate, reads, opt-outs, automation success and the dead-letter queue. You see which channel works for which message.
A report is a tool to work in, not a dashboard to look at
When a manager asks “why did no-shows rise this month?”, the answer is not in a chart but in the appointment rows beneath it. Reports offer filters, breakdowns and descent to row level, and saved views and scheduled delivery spare you from asking the same question again every week.
Drill-down
From a total to the rows beneath it, and from a row, if you are authorized, to the patient or appointment record. That descent is itself recorded as access.
Saved views
A filter, breakdown and date range are set up once, reused and shared according to permission.
Scheduled reports
A report is sent to the right people daily, weekly or monthly, so it is waiting for you before the weekly meeting.
Authorized export
Only an authorized user downloads, and only the permitted fields; every download is written to the audit log.
Small groups never expose individuals
A group made up of very few people is not a statistic but a possible identity disclosure. Reports are built to protect patient privacy, and who may open which report depends on role and branch permission.
- Small-group protection
- In comparison and benchmark reports, small groups that risk re-identifying individuals are not shown; if a breakdown reaches very few people, that comparison does not open.
- Patient-level drill-down
- Only a user with access to that patient's record can descend to patient-level rows.
- Authorized export
- Export depends on role, branch and field permission.
- Audit trail
- Report views, scheduled delivery and export are recorded with who took what and when.
- Approved indicators
- Clinical quality indicators are shown with clinician and regulatory-approved definitions.
Who uses which report?
- Owner and manager
- Look at revenue, collections and source efficiency.
- Clinical director
- Follows occupancy, delays and quality indicators.
- Finance lead
- Uses receivables aging and physician earnings reports.
- Stock lead
- Looks at consumption and expiry risk.
The reports and fields each role sees are set by role and branch permission.
Which three reports to look at in the first week
Three reports are a sufficient start for a new clinic: appointment occupancy and no-shows, conversion from lead source to appointment, and collections with receivables aging. Those three answer whether capacity is going to waste, whether advertising spend comes back, and whether the money is being collected. Other report families are added as the need arises.
Frequently asked questions
Are reports real time?
Reports are produced from the record of the transaction itself; when an appointment is marked or a payment entered, it appears in the relevant report. The time scope of a report (daily, weekly) is shown on the report.
Can I save my own report view?
Yes. You save the filter, breakdown and date range as a saved view and, depending on your permission, share it with others.
Can I export a report to Excel?
If you are authorized, yes. Export depends on role, branch and field permission, and every download is written to the audit log.
Which record do finance reports come from?
Revenue, collection and earnings reports come from HekimBis's internal finance record and rest on the same lines as the patient account.
How are clinical quality indicators determined?
Specialty-specific indicators are offered with clinician and regulatory-approved definitions. Indicators with an approved definition appear in the report list.
Can I compare my branches?
The Clinic plan includes a consolidated branch comparison. The comparison is limited to the branches you are permitted to see, and small-group protection applies.
How does a scheduled report work?
You choose a report and its view and schedule a daily, weekly or monthly delivery. The recipient's permissions decide which fields they can see in it.
How do I see which record a figure comes from?
In a report you can drill down from a total to the rows beneath it, and from a row to the patient or appointment record if you are authorized. That descent is also written as access.
Related pages
Features
Specialties
- Corporate health and check-upCorporate agreements, bulk work orders, panel completion, and periodic reports.
- RheumatologyDisease activity scores, joint exams, medication monitoring, and lab trends.
- Pain medicinePain scale series, interventional procedure records, and treatment response.
- PathologyContainer, block, and slide chain, gross and microscopic reports, addenda.
Solutions and process
Software guides
Guides
- Multi-Branch Clinic Management with Central Control and Local FlexibilityRunning several branches as one operation: shared patient records, branch-level cash and stock, role boundaries and consolidated reporting in a practical framework.
- Controlling Clinic Billing and Revenue from Charge to CollectionA clinic's income is measured not by appointment counts but by collected procedures. How to set up charges, collections, cash, installments and refunds in an orderly way.