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 Zoho
ModMed appointment status written onto the Zoho record, so a lead does not go dark once it is booked.
Revenue in Zoho
Revenue from ModMed on the same record, so you can see what a new patient was worth.
Better Native Zoho Reports
Once the data is on the record, the Zoho reports you already use can include appointments and revenue.
Campaign to Revenue
Lead source and campaign on the Zoho record next to ModMed revenue, so marketing can be judged on patients, not leads.
By Clinic
Each clinic sees its own pipeline and appointments. Corporate sees the group.
No Zoho Seat Needed
Owners, practice managers, and agencies can see the numbers without a Zoho license.
Where Zoho reporting runs out for a ModMed practice
None of this is a knock on Zoho. Its reports are built around CRM data. These are the walls specialty practices hit.
ModMed data is not in Zoho
Zoho reports can only use what is in Zoho. Without an integration, appointments and revenue are invisible to them.
Lead source and outcome live apart
Zoho knows the campaign. ModMed knows the visit. A report needs both on the same record.
Every viewer needs a seat
Owners and clinic managers need a Zoho license just to look at a dashboard.
Clinic rollups get complicated
The more clinics and custom fields a report has to combine, the harder it is to build and to trust.
How Zoho CRM and ModMed end up in one report
Zoho CRM knows where a patient came from. ModMed knows what happened at the appointment. We bring the ModMed side onto the Zoho CRM record, so one record holds both.
1. The lead, with its source
The lead is created in Zoho CRM with its lead source and campaign attached, and keeps it through to the appointment.
2. ModMed onto the Zoho CRM record
Appointment status and revenue from ModMed are written back onto the same record, using only the fields you authorize.
3. The dashboard
Reads Zoho CRM, so the people who need the numbers can see them without a CRM, ModMed, or ad account login.
From access to live ModMed and Zoho CRM reporting
1. Discovery call
We map both systems, how records match between them, 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. Build + review
We stand up your reporting on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
The dashboard refreshes every five minutes. We monitor it and add views as you grow.
Common questions
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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.