Project name
Performily
Enabled AI-ready analytics with automated sync from practice management platform — dynamic reporting and dashboards for better practice management.
Client
Physio practice
What it is
Practice analytics platform
Connects to
Cliniko · Rosters · LLM
Services
ReportingIntegration & SyncDashboardsAI-ready
01
The situation
- Embedded practice management software unable to support AI-driven business intelligence.
- Practice owners and support staff manually updating spreadsheets with copy+paste from practice management platform.
- Days spent away from the practice, updating spreadsheets to prepare for practitioner reviews.
- No way to slice data across dimensions — raw tables only, with no charts or trend analysis.
- Reporting out of date by the time it's ready to review.
02
What we built
- A web-based platform that syncs with the practice management software (Cliniko).
- Reports with filters and slicers that show what matters for each practice - utilisation, revenue, capacity and more.
- Dynamically updated charts, cards and trends on configurable dashboards.
- A secure architecture to enable connection to AI-models.
03
The outcome
- Practice managers can see and act on appointment trends in real time.
- Owners can view, track, report on utilisation, revenue, capacity and more as it's happening - rather than weeks later.
- AI-ready architecture to allow for predictive analytics, deeper insights and further automation.
Enabled
AI-ready
platform to enable future automation and AI-driven insights.
“We finally have the reporting and insights we need to make informed decisions about our business...and we are excited to be AI-ready to take it further.”
Rebecca Liberatore, Owner - MPPP
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