Reports

Practice analytics and insights
Claudia Dr. Sarah
Total Revenue $38,450
12.3% vs last quarter
Total Sessions 186
8.2%
Active Clients 23
3 new
Avg per Session $207
Stable

Revenue by Clinic

$38,450 Total
Lahai Health $14,611 (38%)
Victory $10,766 (28%)
Headstart $8,459 (22%)
Direct Clients $4,614 (12%)

Revenue Trend

$15k $10k $5k $0
Oct
Nov
Dec
Jan

Clinical Outcomes

PHQ-9 Improvement Average score reduction
72%
GAD-7 Improvement Average score reduction
68%
Treatment Goal Progress Goals met or on track
85%
Client Retention Continued past 3 months
91%

Session Analysis

By CPT Code

90837 53-minute individual
124 sessions 67%
90834 38-minute individual
48 sessions 26%
90847 Family therapy
14 sessions 7%

By Modality

In-Person 142 (76%)
Telehealth 44 (24%)

Tax & Compliance Reports

Tax Year 2025

Quarterly Tax Summary

Estimated payments and liability

Ready for Q4

Income by Source

Clinic payments, direct clients, other

Updated Jan 15

1099 Preparation

Review income from each clinic

Awaiting 1099s

Year-End Summary

Complete 2025 financial overview

Available

Quick Reports