Recently the Power BI subject has been in evidence in the corporate world. The tool has been gaining attention for being a simple but intuitive analysis platform, that makes it possible to monitor the performance of any business, including clinics, hospitals, and other health-related locations.

It is no longer news that Power BI (Business Intelligence) is a data management tool that can be used to manage clinics efficiently. With its ability to process large amounts of data and present it clearly and concisely, Power BI can be a valuable resource for clinic managers around the world.

Managing clinics can be a complex task, with many variables to consider. From scheduling appointments to managing invoices, there are many tasks that need to be managed efficiently to ensure the clinic runs smoothly. This is where Power BI can help, allowing clinic managers to visualize and analyze data in real-time.

Before we continue, we need to know: Do you already know the system for health clinics Ninsaúde Apolo? The Ninsaúde Apolo medical software has an agile and complete agenda, personalized electronic medical records for each specialty, and with legal validity, teleconsultation, financial control, health insurance billing, and much more. Schedule a demo or try the Ninsaúde Apolo medical clinic system right now!

With Power BI, clinic managers can create custom dashboards that show important information in real-time. This can include data on the number of patients seen on a given day, the average waiting time for an appointment, and the number of canceled appointments. This material can be used to identify trends and patterns, enabling managers to make more informed decisions about how to manage the practice. Check out how Power BI can help your clinic.

Performance monitoring

Power BI lets you create dashboards of key performance indicators (KPIs) to monitor and analyze the practice's performance in several areas,   such as revenue, patient care, customer satisfaction, and occupancy rate among others.

Many companies, usually consulting companies, have connected Power BI technology to a management system, such as the system for clinics Ninsaúde Apolo, to obtain data for the creation of ideas that can increase the revenue of these clinics. Therefore, Power BI can be used to manage the clinic's financial performance and its managers can use the tool to monitor its expenses and income, as well as to generate detailed financial reports. This can help identify areas where the clinic can save money and where it can invest to improve the quality of care.

Power BI can also be used to manage clinic staff. Managers can create dashboards that show information about employee performance, such as the number of consultations performed or the patient satisfaction rate. This can help identify employees who need additional training or who are excelling in their roles.

Patient data analysis

Power BI can help analyze patient data by providing insights into demographics, most common treatments, and average billing per patient, among other important data for clinic management. In this sense, Power BI can be an effective tool that will help improve service quality and billing management.

For example, by analyzing demographic data, it is possible to identify groups of people who are at greater risk of developing certain health conditions. With this information, it is possible to develop prevention and early intervention strategies, reducing the risk of complications and improving the quality of life of patients.

Likewise, when analyzing these patients' treatment data, it is possible to identify patterns that may indicate the need for adjustments in treatment protocols, leading to an improvement in their effectiveness, and reducing not only the length of stay but also health costs.


Cost monitoring

Medical clinics are companies that need efficient financial management to ensure their sustainability and growth. Monitoring costs is essential to identify where the biggest expenses are and where it is possible to reduce expenses. In addition, it is necessary to monitor profitability to know if investments are successful and if the company is generating profit.

In this sense, Power BI allows a detailed analysis of the clinic's costs, identifying areas of waste and optimizing the allocation of resources, It can also be used to help identify billing patterns and optimize the billing process. With this information, it is possible to reduce billing errors and improve the efficiency of the billing process, reducing administrative costs and improving the financial health of the institution.

Power BI is a tool that allows you to create personalized dashboards with graphs and indicators that facilitate the visualization of the clinic's financial data. With it, it is possible to integrate information from different sources, such as spreadsheets, databases, and management systems, and turn them into valuable insights for decision-making.

By using Power BI to monitor clinic costs, you can quickly identify where your biggest expenses are and take steps to reduce them. For example, if the costs of medical supplies are high, it is possible to look for cheaper suppliers or negotiate better conditions with the current ones. If electricity consumption is high, it is possible to invest in more efficient equipment or adopt energy-saving measures.

In addition, Power BI allows you to track the clinic's profitability in a more accurate and detailed way. It is possible to create reports that show billing by type of service, by a doctor, or by period, for example. In this way, it is possible to identify which services are more profitable and which need adjustments to improve the profit margin.

Patient satisfaction analysis

Power BI is a powerful data visualization tool also when it comes to analyzing patient satisfaction, which makes it possible to study points of improvement in the care and services offered at the clinic. For this analysis to be carried out, it is necessary to follow some steps, the first of which is data collection.

In data collection, basically, you will gather relevant information about the classification of clinic patients. This may include satisfaction surveys, feedback, complaints, and other data sources. In the system for clinics Ninsaúde Apolo, it is possible to collect this data through satisfaction surveys, where you can create questions with free or multiple choice answers, and it is also possible to evaluate the reception team, the professionals who performed care, and also the clinic in general.

In the second step of this process, it will be necessary to import the data. If you use the system for clinics Ninsaúde Apolo to apply satisfaction surveys, just import this data into Power BI in the way you prefer. It is worth noting that Ninsaúde Apolo has an open API for developers to work freely, but remember that you can import data from several sources, including Excel files (which is also possible with Ninsaúde Apolo, since survey responses can be exported in this format through reports generated by the system).

After importing the data, create visualizations to analyze patient satisfaction, as this will help you understand the information collected. To do this, use graphics, tables, and other resources to visualize data in a way that can be easily understood. This could include bar charts or pie charts to show specific responses to survey questions, or maps to show the geographic distribution of responses for example.

Trend analysis should also be explored, ie use Power BI to analyze trends in patient satisfaction over time. This can help identify recurring issues or areas that need improvement, thus identifying the main reasons for patient dissatisfaction, as well as areas in which the clinic is doing well.

Finally, share the results. Sharing results means using this information to improve patient satisfaction and quality of care. Share the results of the analysis with those in charge of the clinic (if that person is not you) and also with other members of the team. Discuss the results and identify actions to improve patient satisfaction based on the data presented.


As we can see, Power BI is a powerful tool for managing clinics. With its ability to process large amounts of data and present it clearly and concisely, Power BI can help clinic managers make the right decisions and manage the clinic more efficiently, especially if used in conjunction with a system for clinics such as Ninsaúde Apolo, which accepts integrations from its open API. If you are a clinic manager and you are looking for an efficient solution to manage data, this could be the solution you need to take your practice to the next level.

So, did you like the tips? Keep following the blog for more content like this. Are you a healthcare professional but still don't use management software? Get to know the system for clinics Ninsaúde Apolo.

Written by Michele Martins
Translated by Karina Romão