Analytics & reporting

Every form has a detailed analytics dashboard with:

• Total page views, form starts, and submission count
• Completion rate (submissions ÷ starts)
• Daily visitor trends over time
• Device and browser breakdown (Chrome, Safari, mobile, desktop, etc.)
• Referrer tracking: where visitors came from
• Abandonment analysis: how many viewed but didn't submit

Use this data to identify drop-off points and optimize your forms.

Yes. On any form's submissions page:

• Export all responses to CSV or Excel
• For large datasets, exports run asynchronously and you're notified when the file is ready
• Exports include all field values, timestamps, patient info, and review status
• Field tags are used as column headers for clean data mapping

Yes. Full import/export capabilities:

• Import up to 500 patients from CSV with column mapping
• Export your full patient list anytime to CSV
• Easy migration from another system or local backup

Your dashboard leads with Patient Readiness:

• How many patients are ready for today and tomorrow. A visit is ready when every form attached to it is submitted
• The patients who are not ready yet, each with a one-tap Remind (or Send forms if nothing was sent)
• When the next automatic reminder will go out for each visit
• For admins, a setup checklist until the basics are done, such as sending your first intake form

Calendar and appointment pages show readiness too.

Admins can review the audit log in Settings:

• It records creates, updates, deletes, and some reads
• Filter by resource (patient, form, submission, appointment)
• Filter by action

Need a copy of your audit history for a compliance review? Contact support and we will help.