Question 1

Is this just canned reports with a chat box on top?

Accepted Answer

No. The preloaded reports are there: monthly financials, payroll data, primary-diagnosis distribution, revenue by demographics. But the point is the part you type. Ask “show me cancellations by provider this year” and you get that chart, built from your live data, not the closest match on a fixed menu. Then follow up like a conversation: “Now break that down by location.” Drill until you hit the answer. Other EHRs hand you a menu of reports and hope your question is on it. Clerie starts with your question.

Question 2

Can it replace my accounting software?

Accepted Answer

No, and we won't pretend it can. Clerie's analytics covers the revenue side of the business: income and accounts receivable. Who paid, who owes, which payers drag their feet, what each provider brings in. It doesn't track expenses, and it won't hand you a P&L or a balance sheet. Keep QuickBooks for that. We'd rather draw the line now than have you find it mid-demo. What Clerie does own is the money coming in, because every session, claim, and payment already lives here.

Question 3

I'm a therapist, not a data person. Will I actually use this?

Accepted Answer

If you can type a sentence, yes. “Which payers paid fastest last quarter” is the whole skill. No SQL, no filters to configure, no report builder to learn, no training video to sit through. And if you don't know what to ask yet, open the preloaded reports and click around. Most owners start there, spot something odd, and type their first follow-up question inside a minute. That follow-up is the moment this stops being a feature and starts being how you run the clinic.

Question 4

Is the data live, or am I looking at last month's export?

Accepted Answer

Live. Every chart reads your clinic as it stands right now: sessions on the calendar, claims out the door, payments as they post. Pin a report to your dashboard and it refreshes on its own, so next month's numbers show up without anyone rebuilding a spreadsheet. A month-end export tells you what already happened, when it's too late to change. A live chart shows you the cancellation problem while it's still this month's problem, and this month's fix.

Question 5

What would I even ask?

Accepted Answer

Start with the questions you already argue about. Who's booked solid and who has open slots. Who has the most cancellations, in both directions. Who's been handed the most new clients. Which payers pay the most, and which are slowest to pay. Then go a layer deeper. Pull income by demographic and you might find most of your revenue is college students coming in for anxiety. That's not trivia. That's your next ad, aimed at UVU students instead of everyone in the county.

Question 6

Is it HIPAA-safe to ask questions about client data?

Accepted Answer

Yes. Analytics runs inside Clerie, the same HIPAA-compliant system that already holds your client records. Your question and the chart it builds stay in the platform, so you're not downloading client data into Excel or pasting it into some outside tool to get an answer. That's worth sitting with for a second, because the export is usually the risky part. The spreadsheet on a laptop is how clinic data leaks. Asking inside the EHR removes the export.

Ask for any report. Clerie builds the chart.

You're running a business on one number

Type a question. That's the whole workflow.

Type the report you want

Follow up like a conversation

Pin it to your dashboard

Find out who to market to

What you can actually pull

Ask for any report, not just the preset ones.

The questions people actually ask on demos.

Bring a question we can't answer

Product

Who it's for

Plans

Company

Legal & support

Ask for any report. Clerie builds the chart.

You're running a business on one number

Type a question. That's the whole workflow.

Type the report you want

Follow up like a conversation

Pin it to your dashboard

Find out who to market to

What you can actually pull

Ask for any report, not just the preset ones.

The questions people actually ask on demos.

Is this just canned reports with a chat box on top?−

Can it replace my accounting software?+

I'm a therapist, not a data person. Will I actually use this?+

Is the data live, or am I looking at last month's export?+

What would I even ask?+

Is it HIPAA-safe to ask questions about client data?+

Bring a question we can't answer