Your numbers, without a spreadsheet.
Every module counted for you, and the cards you watch pinned to your own Dashboard.
What it replaces
No more adding it up.
Add up claims in a spreadsheetPaid and owed, on one boardOpen six pages every morningYour cards on your DashboardWait for a new reportBuild the card yourselfSend the numbers round each weekA weekly email, sent for you
What you get
Every number, already counted.
A board per module
Every module, on its board.
Patients, cases, encounters, money, shipping, calls and RPM, each with its own board.
Also inside each module
Dashboard
Pin it to your Dashboard.
Any card from any board, onto one of your dashboards. Drag and size it there.
Your morning on one page
Card Builder
A card for your question.
Pick cases, encounters, claims or shipments, filter them, name the card, save.
No waiting for a report
Show as
Case status
Card name
What this card means
Preview
Reading it
Why it moved, not just how much.
Previous period and trend
This month, beside the last.
The period before draws as a dashed line, and a trend line shows which way it leans.
Every change, in context
View Data
From a number to its rows.
Open the rows behind a card, click a bar to narrow them, export them.
No report to ask for
One filter, every card
Date, practice, codes or claim source, applied to the whole page.
Weekly reportMain Street Clinic · Oct 19 to Oct 25, 2026Cases
During this week:
Newly Active Cases: 12Oct 12: 11 · Oct 5: 9
Case status as of the end of the week:
Active: 248Oct 12: 241 · Oct 5: 236
Encounters
During this week:
Encounters Created: 41Oct 12: 38 · Oct 5: 36
Encounters Completed: 37Oct 12: 33 · Oct 5: 35
The week, in your inbox
Tick the sections you follow. One email a week, with the two weeks before.
The details
And the details.
- A board per modulePatients, Cases, Encounters, Financial, Shipping & Devices, Calls and RPM, plus Live Overview.
- Your own dashboardsPin any card to a named dashboard, then drag and resize it.
- Card BuilderBuild a card from cases, encounters, shipments, claims, documents or orders.
- Previous period and trendA dashed line for the period before, and a trend line, on any page.
- The rows behind a numberView Data opens a card's rows, narrows them by a click, and exports them.
- A weekly emailA weekly report by email for whoever opts in.
Connects with
What it works with.
A connection works while both are on. Switch the other off and Analytics keeps working.
AnalyticsEvery module, measured.
Add any of them, whenever
Book a demo
Tell us your combination.
We will show you how it fits the way you work.
Or write to sales@lifelines.health