Questions
Good to know
Do we need new software or licences?
No. We connect read-only to what you already use, and you get a private web dashboard that works on any phone or laptop. Nothing to install and no Power BI licences. If you already use Power BI, we can deliver there instead.
Which systems do you work with?
Most UK clinic tools, including Cliniko, Semble, Pabau, WriteUpp, Xero, Zoho Books, Stripe, Google Ads and GA4. Where a system has no connection, a monthly export works just as well.
How long until we see something?
A Reporting Rescue is ready 7 to 10 working days after we get access. A dashboard takes 3 to 4 weeks, and a Connected Clinic 6 to 8 weeks.
Is our patient data safe?
We work from appointment, invoice and payment records with the identifying details removed: no names, emails, phone numbers or dates of birth. Patient numbers become one-way codes so visits can still be linked. Your dashboard shows totals and record IDs only, and every build is checked automatically. We start only after a signed data agreement, access is read-only, and you can remove it at any time. If you prefer, the processing can run on your own computer so nothing leaves at all.
Can totals really find the gaps?
Yes, because we work one level below the totals. Each appointment shows its date, clinician, site, outcome and booking source; each invoice shows its amount, payer type and date paid. Linking those records reveals the gaps (which enquiries never booked, which bookings were missed, which invoices are unpaid), and only the results reach your dashboard. When your team needs to act on a specific case, the dashboard gives the appointment or invoice number to look up in your own system.
Do you use AI?
Yes. Every month AI writes your brief from de-identified totals, with no one in the loop. The numbers come straight from your systems, and an automatic check matches every figure in the text to your data before it's sent; if anything doesn't match, you get the plain automatic summary instead. It never sees patient names, and we only use AI services that don't train on your data. If you'd rather not use AI, you get the plain summary every month.
Can't we just ask ChatGPT?
You could, but you'd be pasting patient records into a general AI tool, which is a UK GDPR risk, and its answer can only be as right as the files you give it. Your systems disagree with each other. We join and check them first, so the answers add up.
Who owns what you build?
You do. Once the project is paid, the dashboard, its definitions and the documentation we built for you are yours. We keep our general tools and know-how, and you get a permanent licence to any of them inside your dashboard. If you stop working with us, we hand over a copy before we switch off the hosting.
If we own it, what's the monthly fee for?
The project pays for building your dashboard, and that's yours. The monthly fee pays for running it: each month's data pulled in and joined, checks that catch changes in your systems before a number goes wrong, the monthly brief (written by AI and checked automatically), a 30-minute review call, small changes, connections kept working when a supplier changes something, and hosting with secure sign-in. The fee depends on how many systems we keep running, not on hours: £299 a month for up to 3, £375 for up to 5, and £45 a month for each one after that. If you stop, you keep your dashboard as a single file, as of its last refresh, plus a guide to refresh it yourself.
What if our numbers don't match?
That's usually the first thing we find. Every metric gets one written definition, and totals are checked against your systems before you see them.