Make better business decisions with data at your fingertips. Keep track of performance across all aspects of your business like finance, operations and compliance.
- Customise reports based on location and practitioner
- Impressively presented real-time data
- Export raw data as a CSV for your own reports
Access up-to-date accounting reports and invite your accountant and bookkeeper to access them for free.
- Track outstanding invoices and aged debt
- Report on daily payments
- Review practitioner billings by location and measure KPI’s
Operational performance data to help manage and grow your business.
- Monitor practitioner performance by appointments
- See remaining NDIS participant funding and plan end dates
- Access remaining appointments in Medicare plans
Develop your business with comprehensive client trend data.
- Track new patients and practice growth
- See a list of upcoming client birthdays
- Follow up with clients with poor attendance and cancellations
- Quickly find clients without upcoming appointments
Stay on top of your reporting obligations by seeing outstanding progress notes and forms.
- View incomplete progress notes by a practitioner
- Follow up on client forms not submitted
- Quickly see all recently submitted intake forms
Design your own reports with rich data export functionality.
- Client details, appointments, cases, files, notes and letters
- Invoices and payments
- Services, members and third-party contacts