Month-end spreadsheets
Somebody exports, cross-references and builds charts by hand to find out how the month closed.
Reports: the clinic's numbers without building spreadsheets
How much came in, how much went out and what you were left with, on a dashboard that builds itself from what the team enters every day. Reports in the OCLÜ dental software also show each clinician's output, the debts, the patients seen and the treatment plans accepted, with filters by date and currency and export to PDF and Excel.
What eats your time today in reports
Numbers with no context
You know how much was collected, but not how much was left after expenses and fees.
All or nothing
Only the owner sees the numbers, or the whole team does because there is no way to separate them.
What Reports gives you in OCLÜ
What came in, what went out and what you kept
What you collected from patients and health insurers, the expenses, the payments to clinicians and what you were left with, by currency.
Average ticket per clinician
For each clinician, what was collected, their fees, what the clinic keeps, and the average ticket.
Management indicators
Patients seen, new and returning, treatment plans, conversion rate and appointment attendance, with their trend over time.
Rankings
Treatments approved and rejected, the most-treated patients, and the clinicians who convert most.
Cash box and debt reports
Debtors, credit balances, income, discounts given, adjustments, cash box movements, sales, treatment plans by status and voided payments.
Export and privacy
You export to PDF or Excel and, if you are sharing your screen, hide the amounts with one button.
How Reports works, in three steps
You pick period and currency
The dashboard builds itself from the date range and the currency you choose.
You read the result
You see what came in, what went out, the fees and what you kept, and open whichever report you need.
You share it
You export to PDF or Excel for your accountant or your partners.
Frequently asked questions about reports
What reports does OCLÜ come with?
A dashboard with three tabs — finance, management and audit — plus reports on debtors, credit balances, income, discounts, adjustments, cash box movements, sales, treatment plans, treatment history and voided payments.
Does the whole team see the numbers?
No. The financial and the management reports are enabled by permission, separately, and on screen you can hide the amounts.
Can I export the reports?
Yes. The dashboard exports to PDF and Excel, as do the debtors, credit balances, treatment history and voided payments reports.
Can the AI analyse my numbers?
Yes, with the OCLÜ AI add-on. It reads what came in, what went out and the period's indicators, gives you an analysis with warnings, and you can ask it follow-up questions.
Do pesos and dollars get mixed together?
No. The financial reports are filtered by currency, so each one reads separately.
Reports connects to the rest of OCLÜ
Treasury
Daily cash box, payments and debt per patient
Clinician fees
Settlement for each clinician under their contract
OCLÜ AI
Periodontal charts and treatment plans by voice, drafted clinical notes and report analysis
Try Reports with the rest of your clinic inside
The numbers come from what the team already enters every day: appointments, treatments, payments and expenses. Start free and migrate your data with our team.