top of page
imgi_2_037a5f_c5a9f72896ec44af801007fbab8de6e5~mv2.png

AI Analytics 
& Automations

Better decisions. Less manual work. More patients.

Turning data chaos into reliable insights, automated processes, and scalable operations

Watch — a quick intro

Ready to take your business or  practice to the next level?

We help medical practices, concierge medicine providers, dental offices, med spas, wellness clinics, and other health and wellness businesses improve operations through analytics and automation. In a couple of minutes, I'll walk you through how analytics & automations can help you save time, increase revenue and grow with clarity.

No commitment. Let's talk about your practice.

ANALYTICS

Get total visibility and
decide with confidence

We consolidate your data into interactive dashboards that show you what really matters.

imgi_40_check.png

Move past static spreadsheet reporting

imgi_40_check.png

We connect every one of your data sources

imgi_40_check.png

Real-time dashboards that are easy to read

imgi_40_check.png

Automatic, customized reports

imgi_40_check.png

Spot opportunities and remove inefficiencies

imgi_40_check.png

Identify revenue leakage

imgi_40_check.png

Improve marketing ROI and growth

imgi_5_037a5f_b81322e264434c599d3d752190017ad3~mv2.jpg

AUTOMATIONS

We automate
the processes
that drain time
and create losses

We connect your systems and automate repetitive tasks so your team can focus on what really matters: your patients.

Is your team facing these problems?

imgi_37_close-x.png

Entering data manually across multiple systems

imgi_37_close-x.png

Following up with leads by hand ​​

imgi_37_close-x.png

No-shows and appointment cancellations

imgi_37_close-x.png

Manual review requests

imgi_37_close-x.png

Manual patient communication

imgi_37_close-x.png

Manual reports and spreadsheets

imgi_37_close-x.png

Disconnected systems

imgi_33_internal-operations.png

Internal operations

We automate reports, notifications, tasks and administrative workflows.

imgi_34_crm-ehr-integrations.png

CRM & EHR integrations

We connect your tools to eliminate double data entry and costly errors.

imgi_35_lead-capture-nurturing.png

Lead capture & nurturing

Automatic follow-up via email, SMS and tasks to convert more leads into patients.

imgi_36_appointment-reminders.png

Appointment reminders

Reduce no-shows with automatic SMS and email reminders and confirmations.

imgi_38_review-requests.png

Review requests

Automatically request reviews and grow your online reputation effortlessly.

imgi_39_patient-reactivation.png

Patient reactivation

Win back inactive patients with automatic campaigns and reminders.

NEED DEDICATED SUPPORT

Your Fractional Data Specialist

With FDS, you get a dedicated data partner focused on delivering real outcomes, not just hours. Over a focused engagement, we streamline manual processes with automation and deliver clear reports and dashboards that give you visibility into what matters most.

​

We also enhance and maintain everything we build during the engagement, with the option to transition into a lighter monthly maintenance plan after, so your systems stay reliable as your business grows.

imgi_41_Screenshot 2026-06-03 185350_edited.jpg

Fractional Data Specialist

imgi_42_dot_edited.png

Available on demand

imgi_43_plan-analytics_2x.png

On-demand analytics

imgi_44_plan-reporting_2x.png

Reporting & dashboards

imgi_45_plan-automations_3x.png

Automations

imgi_46_plan-strategic_3x.png

Strategic decisions

Guaranteed hours of support

ADVANTAGES

What you gain by
working with us

imgi_47_e624d796-9e75-4778-9032-08d8d2e3fb7e_edi.png

Data-Driven Decisions

We turn scattered data into clear, actionable insight.

imgi_48_e6db3cc8-cc8f-47f6-bb1a-be6d53e90944_edi.png

Intelligent Automation

We remove repetitive tasks and connect your systems end to end.

imgi_49_39510b57-f937-4308-8fd7-5c506496da13_edited.png

Focus on Your Business

Technology should solve business problems, not create new ones.

imgi_50_599288ba-d571-4c3f-aa98-8ae9f5eba5bb_edited.png

More Efficiency, More Growth

Boost profitability, retain more patients and scale with confidence.

imgi_51_a98a1f8e-eab0-4e4b-89b7-dd8c72bc6e5a_edited.png

Dedicated Partnership

We work as an extension of your team adding experience and expertise

TESTIMONIALS

What our clients say

imgi_52_quote.png
imgi_53_star_edited.png

Before finding Katherine, we had worked with 2 other businesses/groups and Katherine did more in 1 month than they did in 6 months, and for a better price. We were starting to get worried after 2 organizations (one big one that rhymes with Moho) struggled for so long and basically told us what we wanted couldn't be done — all the while we're paying them to "work".

​

We needed some of the reporting a CRM would give, but most actual CRMs didn't quite fit the reporting we're looking for. Plus they can be so expensive. I started looking into having someone do exactly what we needed without having to pay for tools we don't use or need. Katherine was very receptive and great to work with. She comprehended what we needed and was great with explaining her process and "dumbing" it down for us.

​

As someone that started their business from scratch I've worked with a lot of vendors. More and more it's hard to find someone with the comprehension and dedication like Katherine exhibits. If you're struggling finding reports and analytics that tailor to your business it's 100% worth talking to Katherine. Her dashboard is also stylish and very user friendly.

imgi_54_9b70227a-a351-44df-b210-026a4b866e84.png

Innate Healthcare Institute

Healthcare Practice

imgi_52_quote.png
imgi_53_star_edited.png

Katherine at Healthalytics built our new reporting dashboard for our marketing agency Salt Water Digital. She did a fabulous job designing and building the dashboard. It saves us hours each month and our clients prefer them.

imgi_54_9b70227a-a351-44df-b210-026a4b866e84.png

Saltwater Digital

Marketing Agency

imgi_52_quote.png
imgi_53_star_edited.png

She not only helped us organize, analyze, and visualize information with which we had long struggled but also advised us to adopt a more user-friendly, less expensive platform than we initially intended. Katherine is highly skilled, insightful, efficient, responsive, and patient — essential traits we needed to get this project done. She more than exceeded our expectations, and we will look forward to working with her on future projects!

imgi_54_9b70227a-a351-44df-b210-026a4b866e84.png

John Reed

Client

bottom of page