Quick Tip: Tracking stats and client outcomes

Question: How can I track outcomes and stats from my clients?

Short answer: Map key data into custom fields, then export your client list to analyze everything in a spreadsheet.

Watch this Quick Tip video to learn how you can:

• Map form responses (like birth type, location, baby’s sex, and more) into custom fields
• Automatically store that data in the client’s 'profile info' section
• Use forms (like a birth outcome form) to track details consistently
• Export your client list with profile info included for easy analysis in Excel or Google Sheets

Custom fields give you a powerful way to track the data that matters most to your practice, all in one place. Customize your fields for ANY service type, not just birth work, so you can track the stats that matter most to your practice.

✨ Bonus Tip: Once exported, you can sort, filter, and even create charts (like pie charts) to quickly visualize your stats and trends.