Features built for independent clinics
Each module connects to the same underlying idea: your team should see the story in the data—where patients come from, how they move through care, what is at risk, and what to do next—without manual entry or one-off spreadsheets.
Visuals below are code-generated demos with synthetic data and Proprio brand colours—they are not exports from a live clinic.
Overall summary
A single view of how the clinic or practitioner is tracking—volume, revenue signals, and momentum without manual roll-ups.
Overall clinic summary
Total booked
127
All pracs
+18%
Total completed
118
118/127
+22%
Clinic util %
52.3%
Total hours
+14%
Cancel %
8.1%
9 total
-12%
Late cancels
3
<24hr notice
Late cancel %
21.4%
Of cancellations
DNA %
4.2%
5 total
-28%
Note compl. %
89.5%
Total
+5%
Booking conv. %
87.6%
Completed/booked
Clinic total rev
$12,480.00
Weekly total
+19%
Patient journey
Longitudinal tracking from first touch through care episodes so you can see patterns, not snapshots.
Clinic growth — annual trend
Q1 avg1.0|Q2 avg1.9|Q3 avg1.3|Q4 avg1.1|Annual avg1.3Referral sources
Understand where patients come from and which channels sustain your practice.
Patient referral sources
Top referral channel
Professional referral
142 patients (21.4%)
742 of 812 patients have source recorded
Referral source breakdown
Patient demographics
Who you serve, how it shifts over time, and where opportunities or risks cluster.
Patient demographics
Primary age group
35–49
276 patients (21.7%)
798 of 844 patients have DOB recorded
Age distribution
Patient value
Value-oriented views that support ethical, patient-centred decisions for your business.
Patient LTV distribution
Total patients
892
Average LTV
$1,048.20
Median LTV
$892.40
Recalls
Recall pipelines that reflect real activity—not spreadsheets maintained after hours.
Patient recalls due this week
Total due
14
Contacted
6
Attempted
4
Not contacted
4
Recall progress
62% actionedBy practitioner
- John Doe213/ 6
- Jane Smith221/ 5
- John Smith210/ 3
Practitioner performance
Balanced charts for practitioners to reflect on their week—supportive, not surveillance-heavy.
Total completed — annual trend
Q1 avg105.6|Q2 avg91.7|Q3 avg91.5|Q4 avg104.1|Annual avg98.3
More in the product
These areas ship as part of the same workspace—detailed previews align with your rollout. Below is how they sit alongside the modules above.
Patient retention
See who stays, who drifts, and where proactive outreach will matter most.
Next week metrics
Forward-looking visibility into appointments, classes, and follow-ups that need attention.
Group class summaries
Where classes contribute to care and community goals, surfaced in one place.
Missed appointment recalls
Reconnect when visits slip through the cracks, with context instead of guesswork.
Active patient visits
Track visit cadence and engagement so front desk and clinical teams share the same picture.
3 month PVA
Rolling patient visit averages to spot trends before they show up in month-end reports.
Utilisation
Room, practitioner, and diary utilisation so capacity decisions are grounded in real load.