Feature Overview
The Insights Hub: Recura Analytics Dashboard brings Recura Analytics directly into the PatientNow platform, allowing practice managers to track call metrics, follow-up workflows, and lead pipelines without context-switching. Designed as an exact mirror image of the native Recura Analytics portal, every set of reporting functionality in Recura appears identically within PatientNow, ensuring seamless feature parity and automatic access to new updates.
For a complete breakdown of how to read your reports, filter data, and track customer acquisition, please refer to the official Recura Analytics Documentation: https://recura-docs.lovable.app/docs/analytics
Important Rules & Limitations
Subscription Required: This dashboard is exclusively visible to practices with an active, enabled Recura subscription. Non-subscribing accounts will not see the Recura Analytics option under Insights Hub.
Credential Authentication: Users accessing the page for the first time or after session expiration will encounter an embedded authentication prompt requiring their Recura user credentials.
Prerequisites
PatientNow User Account: Active login credentials with role permissions granting access to Reports and Insights Hub in PatientNow Essentials.
Active Recura Subscription: Account must hold an active Recura subscription to access the feature.
Recura User Credentials: Valid Recura username and password for initial embedded authentication.
How to Navigate and Use the Insights Hub: Recura Dashboard
Follow this procedural guide to access, authenticate, and navigate the Recura Analytics Dashboard within PatientNow.
Step 1: Log in to PatientNow and Open Reports
Log in to your PatientNow platform workspace.
In the main top navigation menu, click Reports.
Step 2: Navigate to Recura Analytics
From the Reports drop-down menu, select Insights Hub.
Click Recura Analytics.
PatientNow initializes the Insights Hub frame and loads the Recura Analytics workspace.
Step 3: Authenticate Recura Credentials
If you have not recently accessed this page, an embedded authentication window will appear.
Enter your Recura Username and Password into the embedded login fields.
Click Log In.
Your credentials are authenticated, establishing a secure session and granting direct access to the embedded Recura platform.
The primary Recura Analytics mirror dashboard displays inside PatientNow, giving you full access to all reporting tabs without leaving the platform.
Step 4: Navigate Your Analytics
Now that you have accessed the Recura Dashboard within PatientNow, you can evaluate call metrics, track follow-up workflows, and monitor your lead pipeline.
For detailed, step-by-step instructions on using the AI Customer Analytics, Sequences, Attribution, and Pipeline tabs, visit the Recura Analytics User Guide: https://recura-docs.lovable.app/docs/analytics
Troubleshooting & Pro-Tips
Missing Feature Tab: If Recura Analytics does not appear under Insights Hub, confirm with your administrator that your account has an active Recura subscription.
Authentication Timing Out: If prompted with the Recura login window unexpectedly during navigation, re-enter your Recura credentials. Sessions automatically expire periodically for privacy and security.