Clinic Analytics
A simple view of where patients are coming from, what needs attention, and what your systems are producing.
Last updated: May 14, 2026 · 6:00 PM (demo clock)
Demo data shown for preview. Live reporting can connect to forms, calls, bookings, reviews, and CRM records.
Attention needed
Tap tasks or the links below—each line maps to a real workflow in a live build.
- 2 insurance cards need review
- 3 patients need follow-up
- 2 bookings need location confirmation
- 6 review requests sent—watch for replies
This period at a glance
Website Traffic
1,240
Visits this week.
↑ +8% vs last week
New Leads
19
People who reached out this week.
↑ +3 vs last week
Bookings
28
Visits scheduled or held this week.
↑ Strong week
AI Receptionist Calls
14
Calls handled for you this week.
→ On track
Insurance Pending
4
Still waiting on card or review.
↓ Improving
No-Shows
2
Missed appointments this week.
↓ -1 vs last week
Review Requests Sent
6
Post-visit thank-you + review asks.
↑ Steady rhythm
Estimated Value (Demo)
$8,400
Illustrative only — not guaranteed revenue.
↑ vs prior demo week
Estimated value created / protected
Demo math onlyIllustrative rollup for this date range—not a revenue guarantee. Formula idea: completed or booked first visits × an estimated first-visit value, plus a small allowance for slots protected from no-shows or cancellations.
$8,400
- Booked + completed first visits (demo): 18 × $185 = $3,330
- Follow-on visits tied to reminders (demo blend): +$3,970
- No-show / cancel backfill value (illustrative): +$1,100
Estimated value created or protected is a demo storyboard—not accounting. Live dashboards can use your actual CPT and cash-pay averages. Not compared to a guaranteed ROI.
No-shows & cancellations
Two no-shows and three cancellations were logged—worth a gentle reschedule text. Rockville saw one more gap than Clarksburg.
Website leads
19
People who reached out from your site funnel.
Follow-ups needed
3
Calls or texts waiting on Dr. Jen.
Review requests sent
6
Texts or emails thanking patients after visits.
NigelBuilds work this month
NigelBuilds helps keep leads, bookings, calls, insurance, and follow-ups organized so fewer patients fall through the cracks.
4 website tweaks
Copy and layout boosts
19 leads tracked
Every inquiry logged
14 AI calls answered
No voicemails left behind
6 review thank-yous sent
Helps ratings grow
Next ideas we recommend
- Add a simple insurance-reminder banner on your home page.
- Record a warmer after-hours voicemail greeting.
- Send handwritten thank-you notes to your top reviewers.
Website
Website performance
What happened on your site, and how many people took the next step.
Your website brought in 19 leads this week. Most visitors came from Google, then landed on your booking page.
Website visitors
1,240
How many stops your homepage and inner pages earned.
Separate people
980
Unique visitors estimated for this timeframe.
Website conversion rate
3.6%
Share of website visitors who became a lead.
People who contacted us
17
Contact form sends
Clicked Book appointment
86
Big booking button taps
Clicked Call now
62
Tap-to-call button tries
Most viewed pages
- /services412 views
- /booking318 views
- /245 views
Phone helper
AI receptionist performance
Friendly coverage when the front desk is juggling patients.
The AI receptionist answered every call this week and created 5 appointment opportunities.
Total calls handled
14
Calls answered
14
Missed calls
0
New patient calls
4
Appointment requests
5
Callers who asked to book.
Optional human follow-ups
0
Nice-to-have touches for Dr. Jen.
Follow-ups completed
6
Closed loops this period.
Locations
Two-location booking performance
Rockville had more visits this week. Clarksburg stayed steady with fewer no-shows.
Rockville
Office A- Bookings
- 16
- Completed visits
- 11
- No-shows
- 1
- Needs location confirmation
- 2
Clarksburg
Office B- Bookings
- 12
- Completed visits
- 9
- No-shows
- 1
- Needs location confirmation
- 2
What to do next
Short list tied to this week's attention items.
- • AI receptionist has zero missed calls—keep cheering it on.
- • Confirm location for anyone listed as “needs confirmation”.
- • Review insurance cards before the next visit day.
Action: attention needed
Clear next steps you can tap on a phone.
2 bookings need location confirmation
Confirm Rockville vs Clarksburg so nobody goes to the wrong office.
Open bookings