The meeting needs numbers, not a tour of every screen

The summary report is the short version of the morning. The first row is today: waiting patients, people inside, cash, pending claims, and open balances.

The lower cards are the longer view: patients, bookings, visits, and follow-ups, with a today column beside the total. Open the linked reports when one number needs a name.

  • Start with unpaid balances and today’s cash.
  • Open the no-show report when cancellations look high.
  • Open the invoice list when a balance needs a bill.

Compare it with the dashboard