Clinical record reports
The Record reports section provides a detailed overview of client activity, treatment procedures and form completion across the system for any selected date range — designed to support performance monitoring and data-driven decision-making.
✅ What you can do
- View summary metrics for clients, procedures, prescriptions and SMS
- Track new client registrations over time
- Monitor procedures performed by day
- Identify top questionnaires and most-performed procedures
- Analyse client age distribution
- Track notes and prescriptions signed
📊 Opening Record reports
- Click Reports in the left navigation menu.
- Click Record from the submenu.
- The Reports — Record page opens with eight data sections.
🔽 Filters
Filter | Options |
|---|---|
Team Member | Select a specific team member or Everyone |
Period | Daily, Weekly or Monthly |
Start Date / End Date | Set a custom date range |
Export | Click Export (top-right) to download the report |
📋 Report sections
1. Summary Metrics
- Total Clients — all registered clients
- Total Procedures — procedures completed
- Prescriptions Signed — signed prescription records
- SMS Sent — total SMS messages sent
2. New Client Registrations
Bar chart showing the number of new client registrations by day within the selected period.
3. Procedure Performed
Line graph showing how many procedures were performed each day.
4. Top Questionnaires
Displays the most-completed questionnaires — ranked by Questionnaire Name and Completed Count.
5. Most Procedures
Displays the most-performed procedures — ranked by Procedure Name and Completed Count.
6. Client Age Distribution
Pie chart breaking down clients by age group: 21–25, 26–30, 31–35, 36–40, 41–45 years.
7. Most Notes
Displays the most-added notes — ranked by Note Name and Added Count.
8. Prescription Signed
Horizontal bar chart showing prescriptions signed via the MERIDIQ system vs. the MAL platform.
Updated on: 06/08/2026
Thank you!