Reports are only useful if they lead to a decision

Most practices are data-rich and insight-poor — the numbers exist, but they’re trapped in separate systems and month-old exports. Because Ezi’s analytics read from the same records your team uses every day, the picture reflects what’s actually happening, and it’s organized around the questions leaders ask: Are we utilizing authorizations? Is documentation keeping up? How is the revenue cycle doing?

What you can see and act on

Ezi includes a KPI dashboard plus more than 50 built-in reports across 9 categories, with Excel export. Depth increases with your plan.

Practice performance

Operational KPIs — caseload, service delivery, and the day-to-day health of the practice in a dashboard.

Authorization utilization

Track utilization and remaining units, and surface authorizations approaching their limits or expiration.

Billing & revenue analytics

Follow claims, payments, denials, and revenue trends across the revenue cycle.

Clinical oversight

Documentation trends and clinical-quality signals to keep an eye on the clinical side of the practice.

Staff performance

Productivity and performance indicators for the team, included from Professional up.

Built-in report library

More than 50 pre-built reports across 9 categories covering the operational, clinical, and financial views practices need.

Excel export

Export reports to Excel for the deeper analysis and sharing your team already does in spreadsheets.

Benchmarks & intelligence

Practice benchmarks and clinic-intelligence views on higher tiers, for context beyond a single number.

Parent analytics

Family-engagement analytics on Enterprise, for practices that want visibility into the family side of care.

How it works

Analytics in Ezi isn’t a separate data project — it’s a read on the system you already run.

1

Work happens in Ezi

Scheduling, documentation, billing, and workforce activity generate the underlying data.

2

It rolls up

The KPI dashboard and report library organize that activity into operational, clinical, and financial views.

3

Leaders look

Each role sees the metrics relevant to the decisions they own.

4

Act & export

Drill into a report, export to Excel, and take action where it’s needed.

One connected platform

Analytics reflects the whole platform

Because reporting reads from the same records as the rest of Ezi, you’re not stitching exports together — the analytics are a view of the real, connected system.

Who it’s for

Analytics in Ezi answers the questions each leader owns — the owner watching the whole practice, the clinical director watching documentation and quality, and the BCBA watching a caseload.

OwnersClinical DirectorsBCBAsOperations DirectorsBilling StaffProgram Managers

Plan availability

The KPI dashboard is included from Practice up. Practice-performance, staff-performance, benchmarks, and clinic-intelligence analytics are included from Professional up; parent analytics is an Enterprise capability. See the pricing page for plan details.

Compare plans

See what your practice data can tell you

Start a 14-day free trial with full Professional access, or book a demo to explore Ezi’s analytics.