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Grace App, AI practice management for Canadian mental health professionals

Reporting & Analytics

Practice Visibility

Clearer visibility
across the practice.

Grace is designed to make the operational side of practice easier to read. Revenue, balances, appointment trends, therapist utilization, session counts, and payment activity come together in one connected environment.

Less guesswork. Better visibility. A calmer way to understand what is moving.

Philosophy

Reporting should make the practice easier to understand

Reporting is not only about metrics. It is about clarity.

Practices need to understand what is happening across appointments, billing, payments, providers, and operations without pulling information together manually from disconnected systems. Grace is designed to bring those signals into one more connected view.

Practice Overview

Live

Revenue

$14.2k

+12%

Sessions

187

+8%

Outstanding

$1.8k

-5%

Monthly Revenue

Jan Jun Dec

Real Questions

Built for the real questions practices ask every day

Good reporting starts with the questions people already need answered.

How is revenue moving?

What is still outstanding?

Which providers are fully booked?

Where is time being lost?

What needs follow-up?

How is the practice performing?

Revenue visibility
Outstanding balances
Appointment trends
Therapist utilization
Session activity
Financial reporting

The right visibility changes how the whole practice moves.

Capabilities

What Grace supports inside reporting and analytics

Grace's reporting layer is designed to help practices see financial, operational, and activity-based patterns more clearly.

Revenue reporting

Track revenue across the practice with clearer visibility into financial performance over time.

Outstanding balances

See unpaid amounts and balance-related workflow more clearly, without relying on manual tracking.

72%

Payment activity

Understand payment-method activity, financial movement, and the status of collection more easily.

Therapist revenue

View provider-level financial performance with better visibility across revenue-related activity.

Appointment trends

Track scheduling activity, appointment patterns, and broader session flow across the practice.

Therapist utilization

See how provider time is being used and where capacity or scheduling pressure may be building.

84%

Session counts

Understand session activity across clients, providers, and the broader practice rhythm.

Average session duration

View time-based patterns that help make the schedule and workload easier to understand.

56%

Connected Visibility

Scheduling 85%
Billing 78%
Payments 92%
Records 70%

Flows into

Unified Reporting

Connected Visibility

Financial and operational visibility, in one place

Many practices end up separating business visibility from clinical operations. Grace is designed to reduce that split. Because reporting is connected to scheduling, billing, payments, and records, the operational side becomes easier to read.

Connected to billing and payment workflows
Informed by appointment activity
Easier operational continuity
Less spreadsheet dependence

Reporting that stays connected to the workflow

The value of reporting is not only in the dashboard. It is in how close it stays to the work that created the signal. Grace is designed so reporting grows out of the operational flow appointments, financial activity, provider usage, and workflow completion.

Better reporting starts with better continuity underneath it.

Attention Signals

Practice visibility that helps surface what needs attention

Good analytics do more than summarize the past. They help practices notice where attention may be needed now. Grace supports visibility across balances, session flow, utilization, activity, and operational movement.

Financial signals
Operational bottlenecks
Utilization visibility
Status awareness

Attention Signals

Outstanding balances above threshold

attention

Provider utilization at 92%

watch

Payment collection on track

healthy

Session volume trending up

healthy

3 follow-ups pending review

attention

Intelligence

Intelligence that supports clearer visibility

Grace's intelligence layer helps extend reporting beyond static numbers. That includes trend visibility, workflow signals, early warning patterns, and operational support.

Trend visibility

Predictive signals

Workflow-aware insight

Earlier awareness

Not just more data. Better-timed visibility.

Scalable

Reporting that works for solo practice and growing organizations

Solo practitioners need clarity without complexity. Larger practices need more structure without losing legibility. Grace is designed to support both.

Solo practitioners

Day-to-day visibility without needing a separate spreadsheet. Revenue, sessions, and outstanding balances at a glance.

Clear and simple

Growing organizations

Stronger reporting foundations for multi-provider environments provider-level visibility, utilization, and financial structure.

Structured to grow

Simple enough to read quickly. Structured enough to grow with the practice.

Expanding Depth

A foundation for deeper analytics over time

Grace begins with the reporting most practices need first: revenue, balances, appointment activity, utilization, session counts, and financial visibility. Over time, that foundation creates room for deeper analytics as the platform matures.

KPI direction
Forecasting foundations
Growth visibility
Workflow performance insight
Expanding analytical depth over time

Analytics Depth

Core Reporting

Available

Operational Insight

Available

Trend Analytics

Growing

Predictive Signals

Direction

Advanced Forecasting

Planned

What this means in practice

For clinicians and practice owners less time gathering numbers by hand. For teams clearer financial visibility and better operational awareness.

A clearer practice is easier to run.

Built for trust-sensitive operational visibility

Reporting in healthcare touches sensitive operational and client-related information. Grace is designed to support that visibility with structured access, connected workflows, and reporting that stays easier to govern.

View Security & Compliance

Get Started

See how Grace helps the practice become easier to read

Explore how Grace supports revenue reporting, appointment trends, utilization, balances, and connected operational visibility across the practice.

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