Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Appointment Status in Your CRM
Appointment status from ModMed brought back to the CRM record, so a lead does not go dark once it is booked.
Revenue in Your CRM
Revenue from ModMed attached to the same record, so you can see what a new patient was worth, not just that they booked.
Ad Spend to Appointments and Revenue
Once appointment status and revenue are in the CRM, ad spend by campaign and channel can be matched to booked patients and the revenue they produced, not just to calls or form fills.
Per-Clinic Scorecard
Every clinic manager sees their own numbers. Corporate sees the group. No new logins per clinic.
For People Without a CRM License
Owners, practice managers, and marketing leads can see the numbers without a Salesforce or Zoho seat.
Built for Specialty Groups
Single-specialty or multi-specialty, one location or many. The dashboard follows how your group is organized.
ModMed data for the people who are not in ModMed
Marketing
Which campaigns produced booked patients and revenue, by clinic, instead of stopping at the call or the form fill.
Practice and clinic managers
Their own clinic on one screen, next to the missed calls and callbacks they are responsible for.
Operations and corporate
Every clinic side by side, with the group rollup.
Owners and physicians
The numbers that matter without logging into the CRM or the ad accounts.
ModMed reporting with the systems you already use
Each of these has its own page with the detail.
Google Ads + ModMed
Which campaigns, ad groups, and keywords produce kept appointments and revenue.
Meta Ads + ModMed
Which Facebook and Instagram campaigns, ad sets, and ads produce patients, not just leads.
ModMed + Salesforce
Appointment status and revenue on the Salesforce record, reported in Salesforce and beyond it.
ModMed + Zoho CRM
Appointment status and revenue on the Zoho record, so native Zoho reports get better.
From ModMed access to a live dashboard
1. Discovery call
We map your EMR, your CRM, and the questions nobody can answer today.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. EMR to CRM
We build the integration that brings the fields you authorize from ModMed back into your CRM.
4. Dashboard, launch, maintain
We put that data on a dashboard hosted on a dedicated subdomain of trusscharts.com, then monitor it and add views as you grow.
Common questions
You might also want
Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.