Stage 03 · Run it
Run it every month.
Today's product: drop in your reports and the officers read them in seconds.
Drop your reports below and this bar shows where each collected dollar went.
Drop last month's reports.
QuickBooks P&L · bank CSV · month-end reports from your practice software · Excel, PDF or CSV · one or several, in any order
Read on this computer. Patient names are never needed.
- The AI Finance Officer reads your P&L or bank file.
- The AI Operations Officer reads your practice software's reports.
- The AI Marketing Officer reads your reviews and new-patient sources.
Your own board comes from your numbers: read a month, then send the link from the board. This is an example for an invented practice.
See an example team board →Practice CEO reads the numbers you give it and suggests questions. It does not value a practice, give a price opinion, or give tax or legal advice. Talk to your own advisors for those. The officers are software.