Practice Reporting

See what SendVyte handled for your practice

Your team is busy with patients, so the work SendVyte does in the background can be easy to miss. The activity report shows it in one place: calls answered by your SendVyte AI Receptionist, calls answered while your office was closed, priority calls, web appointment requests, chats and referrals. You can also have a monthly recap email sent to your team on the 1st.

No patient information in the recapIncluded in every SendVyte planHIPAA compliant — BAA included

Calls answeredWhile your office was closedPriority callsWeb requests, chats, referralsMonthly recap

It’s hard to value what you can’t see

Much of what SendVyte does happens while your team is busy or away.

🌙

After-hours activity can be easy to overlook

Calls answered while the office is closed happen outside the normal workday, so their impact can be easy to miss.

📊

Numbers scattered across screens

Calls, chats, web requests and referrals each live in their own place.

📅

No quick monthly picture

Without one report, your team has to look across several kinds of activity to understand what SendVyte handled.

Your practice’s activity, on one screen

Choose month to date, last month, year to date or your own date range. Tiles show each number, and a month-by-month chart shows calls during business hours next to calls answered while your office was closed.

  • Calls answered, and how many came in while you were closed
  • Priority calls, web appointment requests, chats and referrals
  • Month-by-month chart and table with totals

From the day’s calls to a monthly recap

Three steps, all inside SendVyte.

🔢
STEP 01

SendVyte keeps the count

SendVyte keeps a running count of every call your AI Receptionist answers, and every website chat, web appointment request and referral.

📊
STEP 02

Open the report any time

Go to Settings → Reports, pick a date range and see the numbers, the chart and the table.

📧
STEP 03

Get the recap on the 1st

At 8 AM on the 1st, the recap email summarizes the previous month for the people your practice chooses, with a button to the full report.

A monthly recap built for a quick read

The recap is a short, color-coded email: the headline number, calls answered while you were closed, and priority calls, web requests, chats and referrals, with the change from the month before once there are two full months to compare. It carries counts only, never patient information.

  • Sent on the 1st at 8 AM, practice time
  • Counts only, no patient information
  • Practice owners and office managers choose who receives it

Built for the people who run the practice

📞

Headline and after-hours numbers

Calls answered by your SendVyte AI Receptionist, and how many came in while your office was closed.

📥

The rest of the front desk

Priority calls, web appointment requests, website chats and referrals (web and phone).

📅

Any date range

Month to date, last month, year to date or a custom range.

📈

Month by month

A chart and table with totals, so you can compare activity month by month.

💾

CSV and tally sheet

Download the numbers or print a clean one-page tally sheet.

⚙

Report Settings

Owners and office managers choose who gets the recap; anyone can opt out.

Counts, not patient details

The report and the recap email show activity counts. Patient conversations stay inside SendVyte, and SendVyte is HIPAA compliant — BAA included.

Reporting across the platform

The numbers come from the rest of SendVyte: the AI Receptionist, Website Chat, web appointment requests and referral forms.

Questions about practice reporting

In SendVyte under Settings → Reports, or from the button in the monthly recap email.
Calls answered by your SendVyte AI Receptionist, calls answered while your office was closed, business-hours calls, priority calls, web appointment requests, chats and referrals.
Yes: month to date, last month, year to date or a custom range.
The people your practice chooses. Practice owners and office managers manage recipients in Report Settings, and anyone can opt out.
No. It carries counts only.
Yes. Download a CSV or print a one-page tally sheet.
Yes. Practice reporting is included in every SendVyte plan. See pricing for plan details.

See your activity report in a live demo

We’ll walk through the report and a sample recap email with demo data.