Getting Started with Report Builder

Use Report Builder to bring together the data you have collected in forms. Run the reports we've built for you, or build your own.

About Report Builder

Are you looking to use the data from your custom forms to understand specific aspects of your business? Report Builder allows you to design reports quickly, tailored to your clinic's specific needs.

Adding Report Builder

To add Report Builder or to request a demonstration, please use the blue Support Tab.


  • Data-backed decision making
  • Risk monitoring
  • Insights on claims and payments
  • On-demand access to clinical and financial data
Next Steps: We recommend a training session to begin using Report Builder. For new clinics, this will be scheduled by your Implementation Specialist. If you are adding this feature after your Implementation, you will be contacted by a Success Representative.
More About Report Builder





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