A clinic dashboard, built on your own data.
Two ways to get one without doing the setup yourself: a one-time build from $900 that you own outright, or a hosted dashboard at $1,200 setup plus $199 a month that refreshes itself every night. Both can start with a $150 pilot page on your real exports, so nobody buys blind.
Own it once, or have it kept alive.
The build is the same work either way — the difference is who runs it afterwards, you or me. These are founding-client prices for the first three practices: they go up once I have three builds I'm allowed to show, and whoever comes in early keeps the price they started at.
Custom build
Your KPIs, your locations, your naming — built around your exports and handed over. You own the file and the model outright.
- A short written brief, then a look at your real exports
- The metrics your practice runs on — not a renamed template
- Delivered as Power BI, Excel or a private web dashboard
- Ready in two to three weeks
- Thirty days of fixes after handover
- No licence, no dependency on me afterwards
Want it kept current afterwards? A care plan runs $99 a month — data checks, fixes and small changes. Optional, cancel any time.
Ask about a build →Managed dashboard
A private address with a login for your team. Your figures land there every night, on a server I run — nothing to install, refresh or license.
- Password-protected dashboard site, your branding
- Nightly refresh straight from your systems
- Monitored — I see a broken feed before you do
- Two changes or new metrics every month, included
- A lightweight lead CRM alongside it, if you want one (+$600)
- Cancel any month and take your data with you
Pay the year upfront and it's 15% off. No long contract either way — the point is that you keep opening it, not that you're locked in.
Ask about managed →Send one month of exports and I'll build a single live page on your own numbers, so you can see what your data actually looks like before deciding. $150 — credited in full against a build if you go ahead.
Four steps, no discovery theatre.
You’ll see your own numbers on a screen before you commit to a full build — and none of it needs a meeting.
A short brief
You answer six questions by email: what you want to know every Monday, which systems you run, how many locations. No call to schedule. If a $39 template already covers it, I say so here.
A pilot page
One month of your exports becomes one live page on your real figures, in about a week. $150, credited back in full against the build.
The build
Two to three weeks. Your metrics, your locations, your naming, your definition of a completed visit — reviewed with you as it goes, not revealed at the end.
Handover or hosting
Take the files and run it yourself, or hand it to me: nightly refresh, monitoring and changes on the managed plan.
The numbers a practice is actually run on.
Built from the same five areas as the Lucid Vitals templates, then cut to your specialties, locations and payer mix.
Revenue
Collected against billed, revenue per visit and per patient, net collection rate, payer mix, and the split by location and specialty.
Patients
New against returning, retention, visits per patient, lifetime value, and where new patients came from.
Providers
Utilisation against target, revenue per provider, a leaderboard your team can read without a meeting, schedule fill by week.
Operations
Booked against completed, no-show and cancellation rates by weekday, chair or room use, and the hours you're genuinely full.
Marketing
Ad spend against booked patients, not clicks: cost per new patient by campaign, and which channels produce visits that actually happen.
Whatever you already argue about
Every practice has two or three numbers nobody can agree on. Those get defined once, in writing, and then computed the same way every night.
Who this works for — and who it doesn't.
A build that shouldn't happen is worse for both of us than a template that does.
A good fit
- Two to twenty providers, one location or a handful
- You already look at your numbers monthly and are tired of assembling them by hand
- Your EMR exports data happily but won't trend it
- Each location reports slightly differently and nobody trusts the total
- You want one screen a manager opens, not a BI platform to administer
Not a fit
- Hospital groups with hundreds of providers, procurement and an in-house BI team — you need a consultancy, not one analyst
- Patient-level clinical or research analytics
- Two-way EMR integration or writing data back into your system — this is reporting, not middleware
- A one-off look at last year's totals — a spreadsheet is cheaper, and I'll tell you that in my first reply
Aggregated figures, and they stay yours.
I don't host PHI. The dashboards run on aggregated figures — visit counts, revenue totals, utilisation by provider, appointment outcomes. Patient names, dates of birth and clinical notes stay in your systems, because none of the reporting needs them.
If patient-level detail genuinely has to be part of it, the same dashboard gets deployed inside your own cloud account instead of mine. The data never leaves your control, your existing agreements keep applying, and I work inside your environment rather than copying anything out of it.
Nothing is locked in. On the one-time build you hold the files from day one. On the managed plan you can export everything and leave in any month, and I hand over the dashboard as it stands. Your data is not a hostage and it is never resold, pooled or used to benchmark anyone else.
“I do this every day for a multi-branch clinic — the dashboard our managers open each morning is mine.”
I'm Olha, a data analyst at a multi-branch medical clinic. The reporting I build there covers revenue, providers, no-shows and ad spend for real appointment books, and the templates on this site are that same system, packaged.
An agency quote for a build like this usually runs from several thousand to five figures, because there's a team, a project manager and a sales cycle to pay for. Here there's one analyst who has already solved this problem for a practice that looks like yours, so the price reflects the work rather than the overhead.
The flip side, stated plainly: I take on two managed builds a quarter, because the clinic job takes the rest of my week. If those are full, I'll tell you when the next slot opens rather than overpromising.
No client testimonials yet.
The build service is new — the first practices are being taken on now. I'd rather tell you that than fill this space with a quote from “Dr. M., practice owner”. Here's what you can check instead, today, without asking me for anything.
A clinic, not a portfolio
The reporting I build runs a multi-branch medical clinic every morning — revenue, provider utilisation, no-shows, ad spend. It's my day job, which is a slower way to earn trust than a testimonial but a harder one to fake.
Finished products, already on sale
The same system is shipping as Clinic Vitals and MedSpa Vitals. Every page is screenshotted on those listings — you can judge the work itself before judging me.
Five calculators, free and unmetered
Run your own figures through the free tools — no sign-up, nothing stored on a server. If the way they treat your numbers feels right, that's the same thinking you'd be buying.
A blog that flags its own weak claims
Every benchmark in the guides is either traced to a named source or openly labelled a vendor target — including when the honest answer argues against buying anything from me.
When the first builds are finished, real quotes go here — named, with permission, and with a screenshot if the practice allows one. Until then this section stays as it is rather than filled with something plausible. That's also why the $150 pilot exists: you can't check references yet, so you get to see your own data on a page for the price of a working lunch instead.
Straight answers.
What does a custom clinic dashboard cost?
A one-time custom build starts at $900 and you own the file and the model. A fully managed dashboard — hosted, refreshed nightly and maintained — is $1,200 to set up plus $199 a month. Either can start with a $150 pilot page built on one month of your own exports, credited in full if you go ahead.
Do we need to get on a call?
No — and that's deliberate. The brief is six questions by email, the pilot arrives as a live page with a written walkthrough of every number on it, and revisions go back and forth in writing. You get a reply within a day, which beats finding a slot that works across time zones.
It also means the whole thing is on the record: what a metric means and how it's calculated ends up written down, instead of said once in a meeting nobody took notes at.
Why is this so much cheaper than an agency quote?
Two reasons, both worth saying out loud. There's no team, project manager or sales cycle to pay for — one analyst does the work, and the analyst has already solved this problem for a practice that looks like yours.
And these are founding-client prices: I'm building a public track record, so the first three practices get the work at a price that won't be on this page in a year. In exchange I ask for honest feedback and, if you're happy, permission to show a screenshot with your numbers blurred. That's the whole trade.
How long does a build take?
A pilot page on your real data takes about a week. A full build is two to three weeks from the point your exports arrive, assuming the data is reasonably clean. Messy or multi-system data adds time, and I say so before starting rather than after.
What data do you need from me?
Usually three flat exports your EMR or practice-management system already produces: visits or procedures, appointments, and a provider list. Aggregated figures are enough — no patient names, no clinical notes. If your system exports to CSV or Excel, it fits; see how EMR exports become a dashboard for what that looks like in practice.
Do you host patient data? Is this HIPAA-safe?
I don't host PHI. The managed dashboard runs on aggregated figures only — visit counts, revenue totals, utilisation by provider. If patient-level detail has to be part of the reporting, the same dashboard gets deployed inside your own cloud account instead, so the data never leaves your control and your existing agreements keep applying.
Power BI, Excel or a web dashboard — which one do I get?
Whichever your team will actually open. Power BI if you already run Power BI Desktop; a browser dashboard if you want a link and a login and nothing installed; Excel if the practice lives in spreadsheets. The metrics are the same in all three.
Who owns the dashboard?
With the one-time build, you do — the file, the data model, all of it, with no licence tied to me. With the managed plan you own your data and can export it and take the build with you any month you like.
Can I cancel the managed plan?
Any month, with no exit fee. You get your data and the dashboard files. There's no long contract — the plan should hold because you keep opening the dashboard, not because you're locked in.
I already bought a template. Does that count towards a build?
Yes — what you paid for a Lucid Vitals template comes off the price of a custom build. And often the template is genuinely enough: if it is, I'll tell you that instead of selling you a build.
Send one month of exports.
That’s enough for me to tell you what your data can and can’t show — and to build one page you can look at before spending anything more. No call, no form to sit through: reply to the email and we’re started.
Start with a $150 pilot → Or just ask a question: [email protected] — I usually reply within a day.