We build multi-location healthcare dashboards that put each location side by side. Leads and calls come from the CRM and phone system, and ModMed appointment status and revenue are brought back into the CRM.
900+ integrations completed · Salesforce partner · We sign BAAs
How a multi-location dashboard is fed
Forms, chats and calls logged in the CRM with their location and source
Patients booked and seen in ModMed
Appointment status and revenue from ModMed brought back to the CRM record
Each location from lead to appointment to revenue
With several locations, the question is which ones are growing and why. That means seeing leads, calls, appointments and revenue for each location, with the marketing source behind them. A multi-location healthcare dashboard lays it out location by location.
For ModMed practices, we bring appointment status and revenue back into the CRM. With that on the patient's CRM record, the dashboard ties a booked or completed appointment and its revenue back to the lead source that started it.
In Salesforce, much of this can live inside Salesforce dashboards, and we build those. For Zoho CRM or another CRM, or for people without a Salesforce license, we build it with our sister company TrussCharts (trusscharts.com).
What's included
Leads, calls, appointments and revenue for each location side by side.
Booked, completed and other ModMed appointment statuses, from the CRM.
ModMed revenue brought back into the CRM, by location and by source.
Channels and campaigns tied to the appointments and revenue they brought in.
Calls and missed calls for each location, from the phone system.
Each location compared with its prior months.
The real thing
We work with TrussCharts (trusscharts.com), our sister company, to build dashboards on the data we connect. Client names and locations are replaced.
Answered, missed, and outbound for every location. Long red bars stand out at a glance. Sorted by total calls. (client dashboard, names replaced)
Total, answered, missed, and outbound columns. Miss % for every location. Click any column to sort. (client dashboard, names replaced)
Total calls and missed calls on one chart. The percent missed on its own scale. One point per day. (client dashboard, names replaced)
One switch filters every report to your open hours. Weekend and after-hours calls stop counting against the team. Busiest day and busiest hour recalculated for open hours. (client dashboard, names replaced)
Appointment status and revenue back in the CRM, with TrussCharts
Salesforce setup for healthcare practices
Calls and missed calls for each location
Tracking on every form, chat and call
Our sister company, for custom hosted multi-location dashboards
Book a free call. We look at your CRM, phone system and ModMed data, and sketch the multi-location dashboard your team would use.
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How it works
We look at your locations, your CRM, your phone system and your EMR.
Priced by project, not by the hour. You approve before we start.
Appointment status and revenue brought back into the CRM, and each lead tied to a location.
The dashboard built and checked against the CRM and ModMed, then handed over with training.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Appointment status and revenue, once they are brought back into the CRM.
Yes. Each location gets its own leads, calls, appointments and revenue, side by side.
It depends. In Salesforce, much of this can live inside Salesforce dashboards, and we build those too. A TrussCharts dashboard suits Zoho CRM or other CRMs, and people who do not have a Salesforce license.
It depends on the case. Some dashboards read straight from the CRM and platform APIs, and others need the data landed in one place first. We tell you which after the free call.
Yes. We sign BAAs for healthcare work.
By project, not by the hour. The first call is free, and you get a project quote after it.
