Performance Reporting

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
Finance 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
Operating Reports

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
Client Reports

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
Compliance Reports

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
Data exports

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

We use cookies to ensure that we give you the best experience on our website. You consent to the use of our cookies if you proceed.

Read more