AI Reporting Assistant Module

Ask Anything.
Know Everything.

An intelligent assistant that understands your practice's performance — and answers your most complex questions.

How much revenue came from NHS last month?
AI Assistant

Your NHS revenue for last month was £24,750, which is 12% higher than the previous month.

AI Assistant

Here's the breakdown by treatment type and a comparison chart.

NHS Revenue Trend +12%
Last 4 months
£24,750
Total Revenue
156
Patients
Q2 2026 Release

Why Owners Struggle to
See the Full Picture

Data exists everywhere, but insights are buried in complexity

The Current Reporting Reality

Watch how insights get lost in the process

Reports
×
Exports
×
Excel
×
Analysis
Hours Lost to Manual Processing

Hard to Extract Insights

Static reports require manual interpretation and cross-referencing

Manual KPI Calculation

Key metrics require effort across multiple modules and systems

Siloed Insights

Data is scattered across different systems without unified access

No Natural Queries

Can't ask business questions in plain English

How It
Works

Four intelligent functions that transform data into actionable insights

Conversational Interface

Chat with your numbers using natural language. Type or speak your questions and get instant, intelligent answers with visual charts and direct report links.

Natural language queries
Voice or text input
Smart answers with charts
User Query

"Show me NHS revenue trends"

AI Response

"NHS revenue increased 12% to £24,750 last month"

Visual Chart

Trend chart + Revenue breakdown

Modular Micro Agents

Specialized AI agents for different practice areas: NHS agent, Utilization agent, Treatment agent, Claims agent, and more. Each feeds into a central insight engine.

Specialized domain agents
Central insight engine
Cross-domain analysis
NHS
Util
Tx
Claims
Recall
Perf

Practice-Type Benchmarking

Automatically identify your practice segment and compare your performance against similar practices with anonymized benchmarking data.

Practice segment identification
Anonymized peer comparison
Performance gap analysis
Your Practice
NHS Mixed Practice
78%
Utilization Rate
Peer Average
Similar Practices
82%
Utilization Rate
Top Performers
90th Percentile
91%
Utilization Rate
Opportunity
Growth Potential
+13%
vs Top Performers

Goals & Templates

Set performance targets and save frequently asked questions as report templates for instant access and team sharing.

Performance target setting
Saved question templates
Team report sharing
Recall Rate Goal 80%
Current: 75%
Saved KPIs
Daily Revenue
Saved KPIs
Provider Performance
Saved KPIs
Treatment Conversion
Saved KPIs
NHS Claims Status

What Can You
Ask?

Real questions that get real answers in seconds

"What was my membership revenue in Q1?"

£45,200
+18% from Q4
Q1 2024
Membership Revenue
Premium Plans
£28,400
Family Packages
£16,800
✓ Instant Revenue Breakdown

"How many implant cases were accepted but not booked?"

12
Cases Pending
£34,800
Potential Revenue
Days Since Acceptance:
0-3 days
3 cases
4-7 days
6 cases
8+ days
3 cases
✓ Treatment Pipeline Analysis

"How do hygiene patients perform post-recall?"

34%
Higher Treatment Acceptance
28%
Higher Treatment Value
Treatment Acceptance Rate:
With Recall
78%
Without Recall
58%
Average Treatment Value:
With Recall
£1,280
Without Recall
£1,000
✓ Patient Behavior Insights

"How many NHS claims were rejected and why?"

8
Claims Rejected
£2,400
Lost Revenue
Rejection Reasons:
Missing Clinical Notes
4 claims
Incorrect Banding
3 claims
Late Submission
1 claim
✓ Claims Performance Analysis

"Which provider has the highest treatment acceptance?"

Practice Average: 76%
1
Dr. Sarah Johnson
87%
2
Dr. Michael Chen
82%
3
Dr. Emma Wilson
74%
4
Dr. James Brown
69%
✓ Provider Performance Ranking

Decisions You Can Finally
Make in Seconds

Transform complex data into actionable insights instantly

Monitor Provider Performance

Real-time tracking of individual provider metrics, treatment acceptance rates, and revenue contribution

Track Diary Utilization

Monitor appointment booking rates, identify gaps, and optimize scheduling for maximum efficiency

Optimize Recall & Retention

Identify patients due for recall, track retention rates, and improve patient re-engagement strategies

Prevent Revenue Leaks

Detect missed treatments, rejected claims, and billing errors before they impact your bottom line

Forecast Future Performance

Predict revenue trends, patient flow patterns, and resource needs based on historical data

Identify Missed Conversions

Spot patients who accepted treatment plans but haven't booked appointments yet

Planned for Q2 2026

Currently under product development and design finalization. Expected launch: Q2 2026.

Product Development
Design Finalization
Q2 2026 Launch