Relify for HQ teams

Every clinic. One HQ view.

HQ Finance, Operations and Clinical teams get one connected view of every branch. Compare performance, open the branch behind any number, export to XLSX and ask the AI copilot, all within each account's access.

Built for group-wide management

Stop stitching your group together with separate spreadsheets.

Branch performance and operational data come together in one connected HQ layer. Each HQ team sees the part it's responsible for, and leadership compares every branch on the same numbers.

  • One group-wide viewSee every approved branch without asking each clinic for its own report.
  • Purpose-built HQ rolesOperations, finance and clinical teams get the information they need, nothing more.
  • Comparable performanceEvery branch measured on the same periods and definitions.
  • Faster management actionGo from a group trend to the branch behind it and its detail.
Focused HQ workspaces

Different HQ teams. One connected clinic group.

Operational, financial and clinical oversight each get a focused workspace, all connected to the same branch network.

HQ overview

See the complete clinic network before deciding where to focus.

Bring financial, operational and clinical signals together in one view, then open the branch or area that needs attention.

12 connected branches
Group performance index6 months
87.4+6.8%
Network todayLive
Top movementThis month
AI copilot for HQ

Ask your clinic group directly.

The copilot works with the clinic data and branches your account can access. Ask for analysis, comparisons or explanations without assembling every figure first.

  • Analyse performanceWhich branches improved, declined or moved outside normal patterns.
  • Present it clearlyTurn figures into summaries, comparisons and management-ready explanations.
  • Find the reasonMove from a group result to the branches and measures behind it.
Exportable HQ reports

Take the exact view you need into XLSX.

Pick branches, date ranges and performance areas, then export the report for management meetings, deeper analysis or internal sharing.

  • HQ Finance exportsRevenue, expenses, payers, AR ageing and branch contribution.
  • HQ Operations exportsQueue, appointments, no-shows, inventory and branch activity.
  • HQ Clinical exportsVisit activity, clinical trends and branch-level care measures.
  • Filtered outputExactly the period, branches and comparisons you selected.
From data to management action

Turn branch activity into clear HQ decisions.

01 · Branches

Run daily work

Each clinic keeps using Relify for appointments, clinical work, billing and operations.

02 · HQ view

See the connected group

HQ workspaces bring authorised branches into one consistent view.

03 · Compare

Find the difference

Compare branches over the same period to spot improvement, pressure or unusual movement.

04 · Copilot

Ask for the explanation

Use the copilot to investigate the result and present it clearly.

05 · Act

Export and follow up

Download the report to XLSX and follow up with the branch or HQ team responsible.

Role-scoped HQ access

The right view for each team, not every view.

Set up focused HQ accounts for finance, operations and clinical oversight. Access follows each person's responsibility and approved branches, including what the copilot can analyse.

  • Role-based workspacesFinance, operations and clinical responsibilities stay clearly separated.
  • Approved branch scopeGive an account the whole group or only the branches it oversees.
  • Copilot follows accessQuestions and analysis stay within what that account can already see.
Group-wide implementation

Connect HQ without disrupting branches.

We structure the clinic group, map branches, configure HQ roles and migrate your existing data free of charge. The timeline depends on the size and condition of the data, and every branch joins the same connected organisation.

  1. 01Map branches and roles
  2. 02Configure HQ workspaces
  3. 03Onboard the clinic group
Questions & answers

Relify HQ, explained.

Still have a question? Talk to our team.

What is Relify HQ?

Relify HQ is the group-wide layer of Relify for clinic groups with more than one branch. It gives HQ Finance, HQ Operations and HQ Clinical teams one connected view across every branch, with comparisons, XLSX exports and an AI copilot.

Can I limit an HQ account to certain branches?

Yes. Each HQ account can cover the whole clinic group or only the branches it oversees, and it only sees the workspace that matches its role.

Does the AI copilot see data outside my access?

No. The copilot only works with the data and branches the HQ account is already allowed to see.

Can I export HQ reports to Excel?

Yes. Choose the branches, period and performance areas, then export the report to XLSX for management meetings or further analysis.

Do branches need to change how they work?

No. Each branch keeps running its appointments, clinical work, billing and operations in Relify. HQ sees the connected result.

Is data migration included?

Yes. We map your branches, configure HQ roles and migrate existing data free of charge. The timeline depends on the size and condition of the data.

Run your whole clinic on Relify.

One month free. No credit card required. Free migration help.