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.