Introduction to MediCRM Reports
What the reporting engine is, how it connects to medi-crm.com, and where to begin.
⏱ 4 min read
MediCRM Reports is the reporting engine for medi-crm.com — it turns the clinical, billing, and care data already living in your MediCRM workspace into clean, exportable, HIPAA-ready reports and executive dashboards.
What this engine does
It reads from your existing MediCRM data — it does not replace your CRM. Think of it as a dedicated reporting layer that sits on top of medi-crm.com.
Who it's for
Behavioral health and recovery organizations that need scheduled board reports, grant compliance exports, outcome tracking, and live executive dashboards — without manually rebuilding spreadsheets every week.
What you can do
- Build live executive & care dashboards synced from medi-crm.com
- Track outcomes across PHQ-9, GAD-7, CANS/ANSA, and LOCUS scales
- Schedule automated exports to staff inboxes on any cadence
- Generate grant & compliance report templates in one click
- Let an AI assistant handle SMS, MMS, and voice follow-ups with leads
- Export to PDF, CSV, Excel, or encrypted self-expiring sharing links
Where to start
1
Connect your MediCRM account
Authorize the reporting engine to read from your medi-crm.com workspace.
2
Build your first report
Pick a data source, choose a template, and schedule your first export.
3
Turn on AI messaging
Enable SMS/MMS/voice follow-ups so leads get instant confirmations and reminders.