Get a picture of your business that paints a thousand words
Run real-time visual reports and make better business decisions.
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
Get support quickly with typical reply times within a few hours.
Extend the functionality by integrating with a growing list of apps.
Grow with a platform that released 1,000 updates in the past two years.