Reports - Communications Reports

Overview

The Communications Reports section allows you to generate and print various reports related to patient communications, particularly SMS and email activity. These reports help track your clinic's communication patterns and expenses.

Available Report Types

Reminder Emails & SMSs Sent

Provides a detailed list of all appointment reminders sent to patients via email and SMS during your selected date range. Use this report to verify that reminders were sent and to analyze your reminder practices.

SMS's Received Report

Displays a complete list of all SMS messages received from patients during the specified period. This helps track patient responses and engagement with your text communications.

SMS Recharge

Shows all SMS credit purchases and account recharges made during the selected timeframe. Useful for tracking your communication budget and spending patterns.

SMS Total Sent

Summarizes the total number of SMS messages sent each day within your chosen date range. This gives you a daily breakdown of your messaging volume.

SMS Cost by Practice

Provides a financial summary of SMS expenses organized by practice location during the specified period. Particularly valuable for multi-location clinics to track communication costs by site.

Report Settings

  • Date range: Specify the period for your report using "From date" and "To date" fields
  • Output format: Reports are generated in PDF format only

Report Generation

  1. Select the radio button next to the desired report type
  2. Set your date range
  3. Click the "Print" button to generate your PDF report

To return to the previous screen, click the "Back" button in the upper left corner.


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