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Using Digitail Redshift for Advanced Reporting & Analytics

Digitail Redshift is an optional add‑on service that gives clinics secure access to their raw, structured data for advanced analytics, and custom reporting. If you are interested in enabling Redshift, please contact Digitail Sales

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What is Digitail Redshift?

Digitail Redshift is a secure, cloud‑based data warehouse powered by Amazon Redshift, a leading analytics platform. It provides clinics with direct access to curated, query‑ready data extracted from their Digitail environment.

Redshift is ideal for teams who want to:

  • Build custom dashboards in tools like Power BI, Tableau, or Looker

  • Perform deep BI analysis or data science workflows

  • Combine Digitail data with accounting, marketing, HR, or inventory systems

  • Automate daily reporting across multiple locations

Digitail continues to offer built‑in reports for everyday operational needs. Redshift is specifically for clinics with internal BI or data engineering resources.


What You Get With Redshift

When Redshift is enabled for your clinic, you receive:

  • A secure Redshift login

  • IP‑restricted access for added security

  • A curated set of views containing the most commonly used operational, medical, and financial data

Once connected, your internal data or BI team can extract the data, transform it according to your business rules, and load it into your own analytics environment.

Digitail provides access and documentation; your team builds the dashboards and reporting.


What Data Is Available?

Redshift includes a standardized set of views covering the core areas clinics typically need for analytics:

Financial

Revenue, payments, invoices, line items, taxes, and related financial activity.

Stock & Services

Inventory movement, stock levels, services, pricing, and product‑related data.

Clients & Patients

Client demographics, contact information, patient details, and attributes.

Medical

Medical records, treatments, diagnoses, prescriptions, and clinical activity.

Operational

Appointments, scheduling, and workflow‑related data.

Not all internal Digitail tables are exposed. Additional fields or tables can be requested and are reviewed on a case‑by‑case basis.

💡More detailed information on the available data is available here.


How Your Team Uses the Data

Redshift provides raw, unmodeled data. To turn this into dashboards or reports, your internal team will typically:

  1. Extract the required tables using SQL

  2. Transform the data to match your internal reporting logic

  3. Load it into your own warehouse or BI environment (e.g., Snowflake, BigQuery, Azure SQL, S3)

  4. Visualize it in your preferred BI tool

‼️Digitail does not build dashboards, write SQL, or maintain ETL pipelines for customers.


Query Frequency

Redshift is optimized for large, periodic analytical queries. To ensure stable performance, customers should run queries no more than once per day.

If your team requires more frequent access, please contact us to discuss feasibility.


Access Requirements

To get started, your clinic will need:

  • A Redshift username and password (provided by Digitail)

  • A whitelisted IP address

  • A BI or data resource who can write SQL and manage your internal reporting pipeline

Your onboarding specialist will help coordinate the initial setup.


Is Redshift the best solution for your needs?

When Redshift Is a Good Fit

Redshift is recommended when your clinic:

  • Has a BI team, analyst, or data engineer

  • Uses tools like Power BI, Tableau, or Looker

  • Needs automated dashboards or consolidated multi‑location reporting

  • Wants to combine Digitail data with other business systems

  • Requires deeper analytics than what in‑app reports provide

When Redshift May Not Be the Right Solution

Redshift may not be suitable if your clinic:

  • Does not have someone who can write SQL

  • Only needs occasional CSV exports

  • Expects Digitail to build custom dashboards

  • Requires real‑time data (Redshift is not real‑time)

If you need reporting support but don’t have internal BI resources, we can recommend external BI partners.


Requesting Additional Data

If your team needs access to additional fields or tables, reach out to Digitail Support with:

  • The fields or tables you’re requesting

  • How your team plans to use them

Requests are reviewed individually to ensure data privacy and structural integrity.


Summary

Digitail Redshift gives clinics secure access to their raw data for advanced analytics and BI workflows.

  • Built on Amazon Redshift

  • Includes curated data views

  • Requires internal BI or data engineering resources

  • Ideal for multi‑location groups and data‑mature clinics

  • Query frequency: once per day

  • Additional data access available upon request

If your team is ready to build custom dashboards or integrate Digitail data into your internal systems, Redshift provides the foundation.


Interested in Redshift?

To enable Redshift for your clinic or group, please contact Digitail Sales. They’ll guide you through pricing, setup, and next steps.

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