Clinic reporting software that shows how your practice is performing

Clinic reporting software turns the data your practice management system already holds, such as appointments, payments and client records, into reports that show how your clinic is performing. In PPS, reporting sits in the same system as your diary, clinical notes and billing, so reports are always up to date without exporting data or rebuilding spreadsheets.

PPS includes hundreds of ready-made reports, organised into client, appointment, accounts, clinical, activities, third-party and charts & summaries categories, plus your own custom reports. Examples include clients with no future appointment booked, diary occupancy, appointments kept vs DNA, new referrals by referral source, daily payments by practitioner and payment method, and unpaid invoices. PPS Express includes the essential reports for appointments, clients and accounts.

Yes. In PPS, each ready-made report opens a short wizard where you choose a date range (including quick options such as last month or last financial year), break the results down and add criteria, so you can answer specific questions, such as how many bookings a particular appointment type had last month. You can then add the report to your favourites to run again in one click. PPS Express reports can be filtered by date range.

Yes. PPS includes a ready-made diary occupancy report showing how much of your practitioners' available time is booked. In PPS Express, you can work out occupancy from the appointments report.

Yes. Reports such as clients with no future appointment booked, newly registered clients and new referrals by referral source show you who to contact and when. In PPS, you can build lists by treatment, practitioner, age, postcode, last visit or birthday, then send a mailshot, letter, email or SMS straight to the clients in the report. Every client's marketing preferences are respected.

Yes. PPS reports cover diary occupancy across your practitioners, practitioner commission worked out from your appointments and payments, and stock levels and margins for the products you sell, including projected margins based on the cost and sale prices you enter.

Yes. Report data can be exported from both PPS and PPS Express, so you can use your figures alongside your accounting software. PPS also includes a custom accounts export for Xero.

Yes, in PPS. You can turn report data into bar charts, line graphs and pie charts on your PPS dashboard, so your key figures are on screen as soon as you log in.

PPS Express includes the essential reports for appointments, clients and accounts, plus report data export. PPS is where the full reporting power lies, with hundreds of ready-made reports, custom criteria, favourites, dashboard charts, practitioner commission, stock reporting, mailshots and a custom accounts export for Xero. Many clinics use PPS for the practice manager and HQ, with PPS Express for their practitioners.

Yes. PPS integrates with Data for Impact, the national outcomes programme from Physio First, developed with the University of Brighton. You complete a DfI data form as part of the treatment session in PPS, and once you have submitted more than 50 datasets you unlock a summary report comparing your clinic with national data. Learn more about the Physio First integration.