Reports and Analytics

Your clinic's health
at a glance

NEO turns your daily data into clear, simple reports that show you exactly how your clinic is performing, so you always know where your finances, bookings, and team stand.

Your clinic data, made simple.

Effortless scheduling, automated patient outreach, and seamless intake, all within one intuitive calendar.

One click export for accountants: Keep your books perfect. Export all your financial data and tax-ready reports in seconds, making tax time a breeze for you and your accountant.
Referral source tracking: Identify exactly which GPs or marketing efforts are sending you patients, so you know where to focus your energy to grow.
Multi-clinic comparison: Managing more than one clinic? Filter and compare performance across every clinic you own.
Real-time insights: Stop waiting for the end of the day to see how your clinic is performing. NEO updates your reports instantly, giving you a live view of your clinics performance.

Clear insights for a better clinic.

These simple reporting tools turn your daily data into clear, easy to read views that show you exactly how your clinic is performing.

Measure team success

See how your team is performing and track their billable hours at a glance. Understand who is busy and where your clinic can be more efficient.

Booking and retention trends

Understand patient loyalty and appointment patterns. Identify busy periods and track retention rates to see how many patients are returning.

Total financial control

Monitor your revenue and manage cash flow with real-time dashboards. Get a clear, total view of your clinic's financial performance at a glance.

Referral source tracking

Identify your most valuable referral networks and marketing channels. See exactly where your new patients are coming from to better direct your growth efforts.

Claiming summaries

Take the guesswork out of your claims. Easily track Medicare and DVA claims to balance your books and understand which services are driving your clinic’s activity.

Export to excel

Download any report directly as an Excel spreadsheet for total control. Easily filter your raw data and build your own custom summaries exactly the way you want them.

A switch your entire team will love

We'll handle your switch to NEO so your team can log in and get started straight away.

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30-day free trial
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No lock-in contracts
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Free local support and training
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Free unlimited admin users
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Free data migration
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Total data security
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100% Australian hosted