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Always in the know

With the right intel, your practice is empowered to grow and provide better care. Elevate your practice with our reporting tools, effortless schedule management, trend tracking, and documentation tools. Turn raw data into custom insights in a breeze, to make informed decisions for your practice.

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Reporting API Custom Reports 01

Gather financial insights

Uninvoiced reports

Identify and create invoices directly from a comprehensive list of uninvoiced appointments and support activities

Billed items

Run practitioner-specific reports to calculate pay and revenue based on invoiced items

Aged debtors

Easily spot outstanding invoices associated with clients and contacts

Payments

Access a daily report detailing payments made through various methods

Your ally for reports

  • Incomplete progress notes: quickly identify incomplete progress notes per practitioner for streamlined documentation
  • Incomplete forms: follow up on client forms that haven't been submitted for a comprehensive record
  • Dashboard charts: visualise recently submitted intake forms and incomplete progress notes for effective monitoring
Reporting API Custom Reports 02 A

Staying on the pulse

New clients

Track the growth of your practice by monitoring new client acquisition

Upcoming birthdays

Stay informed about client birthdays within the selected month

Clients without upcoming appointments

Easily locate clients without scheduled appointments

Sending Batch invoice
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Sending Batch invoice

Flexible data export

Can't find a specific report? Export whatever raw data you need, including client lists, appointments, cases, invoices, and payments, to create your custom reports.

Spend less time on admin and more time with clients

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