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Reports & dashboards

Know your numbers today, not at month-end.

Live dashboards for owners and ready reports for the BIR, DOH and PhilHealth — by service, doctor, payer and branch.

Revenue report by service, payer and branch

Where owners lose sight today

Numbers in spreadsheetsReports are built by hand at month-end, long after they could help.
Receivables unknownNo one can say how much the HMOs owe, or since when.
Government reports lateDOH, BIR and PhilHealth deadlines sneak up every month.

How it works

Every visit, bill and payment feeds the same reports, in real time.

  1. STEP 1 Record Visits, bills and payments are captured as the day happens.
  2. STEP 2 Group By service, doctor, payer and branch.
  3. STEP 3 Watch Dashboards show today against last week and last month.
  4. STEP 4 Schedule Reports arrive by email when you want them.
  5. STEP 5 File Government reports are ready before their due dates.
HMO and PhilHealth reports with receivables aging
Decide faster See what’s working by service, doctor and branch.
Collect what’s owed HMO receivables by age, and visits not yet billed.
Never miss a deadline DOH, BIR and PhilHealth reports with due dates.

Questions, answered

Can I see each branch separately?
Yes. Every report can be filtered by branch, or shown for all branches together.
Can I export reports?
Yes, to Excel or PDF.
Who can see the money reports?
Only roles you allow, such as owners and accountants.

Ready to see Clintraq with your own clinic?

Start free for 14 days, or let us show you around in a 30-minute demo.

No credit card needed · Free data import · Filipino support team

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