Clinic Vitals — for medical & dental practices

Your whole clinic on one calm screen.

Turn three everyday EMR exports into a boardroom-ready Power BI dashboard — revenue, patients, providers and operations, in one beautiful report.

5
pages
28
visual widgets
~15m
to set up
$0
Pro license
Clinic Vitals — the Vitals page dashboard
5 pages, one report

Every part of the practice, measured.

Built specifically for medical & dental clinics — every metric speaks your language.

Vitals

Health score + revenue, patients, retention & no-show KPIs.

Revenue

Collected vs billed, by payer, branch & specialty.

Patients

New vs returning, acquisition, retention cohorts.

Providers

Leaderboard, utilization vs target, schedule fill.

Operations

Appointment funnel, no-shows, cancellations & capacity.

Vitals page — health score, revenue, patients
Revenue page — collected vs billed, by payer
Patients page — new vs returning, retention cohorts
Providers page — leaderboard, utilization
Operations page — appointment funnel, no-shows
Live in about 15 minutes

No warehouse. No consultant. No monthly fee.

1

Point to your data

Export visits, appointments and a provider list from your EMR — same columns as the demo files.

2

Refresh

Set one folder path and hit Refresh. Every KPI, chart, funnel and cohort recalculates.

3

Make it yours

Type your clinic name and tagline in one row. The logo mark uses your first letter automatically.

Simple pricing

One file. You own it forever.

One-time purchase, free updates. Secure checkout & instant download via Etsy.

Clinic Vitals
$129$99
launch price · instant digital download
  • The full 5-page Power BI report (.pbix)
  • Realistic demo data — looks great before you connect anything
  • In-report Getting Started page
  • Setup Guide + Data Dictionary + EMR Mapping
  • Free updates
Get it on Etsy

Requires the free Power BI Desktop + the free “HTML Content” visual (1-minute install, steps included). No Pro or Fabric needed.

FAQ

Questions, answered.

Will it work with my EMR?

Yes — Clinic Vitals is EMR-agnostic. If you can export visits and appointments (Open Dental, Dentrix, athenahealth, DrChrono, Epic, Tebra and most others can), you’re set. A column-by-column mapping guide is included.

Do I need to be technical?

No. You set one folder path, click Refresh, and type your clinic name in one row. A guided Getting Started page walks you through it.

Is this a subscription?

No — it’s a one-time purchase and you own the file. Updates are free.

What do I need to run it?

Power BI Desktop (free) and one free custom visual (“HTML Content”). No Power BI Pro or Fabric license required.

Do you support multiple locations?

Yes — filter by branch on every page.

Get in touch

Need something custom?

Happy to answer any questions before you buy. And if you want a tailored version — extra pages, your own KPIs, or white-label for a multi-site group — I take on custom builds for a fixed fee.

Email [email protected]

Pre-sale questions welcome — I usually reply within a day.