Analytics & Reporting
Form analytics, submission exports, patient reports, and practice dashboards.
5 questions
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 — 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 main dashboard shows a complete practice snapshot:
- Total patients, forms, and appointments with 30-day trends
- Upcoming appointments (next 3) with date/time, status, and patient name
- Recent form submissions (last 3) with form name, patient, and timestamp
- For new organizations — a getting-started checklist (create a form, add a patient, set up availability, invite your team)
Yes. Audit logs are fully searchable and exportable:
- Filter by action type (create, read, update, delete, export, login)
- Filter by resource type (patient, form, submission, appointment)
- Filter by user
- Export results for HIPAA compliance reviews or internal investigations
Still have questions?
Our team is here to help. Reach out and we’ll get back to you within a few hours.