'Out of sight' but a required part of the toolset is a two-way Integrator to link and extract data from your practice management and business systems and also update those systems. Access to the extracted data, stored in a Data Warehouse tool in the Cloud, is via a Business Intelligence (BI) tool that analyses, sorts, calculates, collates, and presents data.
The only part of the toolset visible to you is the BI elements that enable you to choose data to appear on your screen. For example, a selector to view data by Office or Partner or Client or some combination. BI lets you specify the Period(s) for the data you want to access and the order in which you wish to view it. Also, Charts and Drill-down and Ranking of data and more things of that kind. The BI tool presents the data to you on a screen or in a report.