See all uninvoiced appointments and support activities
  • Summary of uninvoiced items by practitioner
  • Create invoices directly from the report
  • See the status of appointments and filter by cancellations
Run reports for income and debtors
  • Track outstanding invoices and debtors by age
  • Easy end-of-day reconciling with the payments report
  • Review practitioner billings by location and measure KPI’s
Track NDIS budgets and Medicare plans
  • See remaining NDIS participant funding and plan dates
  • Access remaining appointments in Medicare plans
  • Monitor practitioner performance by appointments
Monitor trends and business growth
  • Track new clients and practice growth
  • See upcoming birthdays
  • Follow up with clients with non-attendance and cancellations
  • Quickly find clients without upcoming appointments
See recently submitted intake forms and incomplete progress notes
  • View incomplete progress notes by a practitioner
  • Follow up on client forms not submitted
  • Quickly see all recently submitted intake forms
Build reports with your data exports
  • Export details like appointments, cases, files and notes
  • Access financial data such as invoices and payments
  • Get user and contact details

Plenty of reasons to join

Delightful support

Get support quickly with typical reply times within a few hours.

Practical integrations

Extend the functionality by integrating with a growing list of apps.

Continuous improvements

Grow with a platform that released 1,000 updates in the past two years.

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