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Reporting & CRM

Knowing how many calls actually turn into patients is hard to track by hand. Velaire keeps every call, lead, and booking request in one place, with a monthly report that shows what happened and why it matters.

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Reporting & CRM

  1. 01One dashboard
  2. 02Monthly ROI report
  3. 03No spreadsheet required

Every call, lead, and booking request in a single dashboard.

Available Now
What it covers

The details that make the difference.

01

One dashboard

Calls, leads, and bookings in a single view instead of scattered across a phone log and a calendar.

02

Monthly ROI report

A plain-language summary of what Velaire answered, booked, and recovered.

03

No spreadsheet required

The data your practice needs to see is presented, not buried in raw call logs.

In your working day

Your morning starts with a clear picture.

See what came in, why people called, and what still needs a response. Calls and booking requests stay together, making the next action easier to spot.

Illustrative workflow. Configuration varies by practice.
01

Open the activity view for your practice.

02

Review call details and outstanding booking requests.

03

Use the monthly report to assess your coverage.

Good questions. Clear answers.

Questions about reporting & crm.

Who can access the dashboard?
Whoever you give access to on the account. It isn't limited to a single login.
Can I export the data?
Yes, the monthly report is provided in a format you can keep or forward.
Let’s make room for better care

Your next caller could be your next patient.

See how Velaire would handle the calls your practice misses. A personal walkthrough, built around your questions.

Let’s talk about your practice