Calls
3CX phone system: calls received, missed and answered, by site and by hour. Patients or customers called back.
Offer · Reports and alerts
Your figures arrivebefore you ask for them.
Calls, invoices, appointments: every morning, an email you can read in one minute. And a same-day alert when something is out of the ordinary.
Who it's for
For managers who discover problems at the end of the month: missed calls, unpaid invoices, empty slots. The report doesn't replace your software; it saves you opening it every day.
- A group of practices wanting to compare the answer rate of each site.
- An SME wanting to know every Monday what has been invoiced, collected and is overdue.
- A shop wanting to see its appointments for the week and the cancellations.
What we connect
The report reads your software read-only. It writes nothing, it changes nothing.
Invoices
Accounts or billing: invoices issued, collected and overdue, by customer.
Appointments
Diary: slots booked, cancelled and missed, by practitioner or by team.
Alerts
A threshold you set. Above it, a message the same day, by email or in Teams, not at the end of the month.
How it works
In three steps
- 01
We pick three figures
Not a dashboard with forty indicators. Three figures you would genuinely look at every morning.
- 02
We build the first report
On your real data, compared with what you already know. You approve it before it is sent automatically.
- 03
We add the alerts
One threshold, one recipient, one channel. Then we fine-tune after the first weeks of use.
What you get
- An email every morning or every Monday, readable on your phone, showing the change from the previous period.
- Same-day alerts when a threshold is crossed.
- A dedicated read-only access that you can switch off.
- A page explaining where each figure comes from.
Do I need to fill anything in?
No. The report builds itself from what your software already records. If a piece of data is missing, we tell you which one and where to enter it, once.
Can we compare several sites?
Yes. It is in fact the most common case: one figure per site, side by side, with the group average.
What if a figure is wrong?
It happens at the start. We compare the first report with your own figures before automating it, and every figure keeps its source.
Who receives the report?
The people you choose, and no one else. A report can have several versions: management, site manager, accountant.
Which figure would you like to receive every morning?
We look at your software and tell you what can come out of it from the first week.