Reports Help Overview

The Reports section provides valuable insights into your practice's operations, patient data, financial performance, and communications. These reports help you track clinic metrics, analyze patient trends, and manage your business effectively.

Available Report Categories

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• Communication Reports

  • Monitor all patient communications, including SMS and email activity
  • Track message delivery, responses, and communication costs
  • Analyze communication patterns to improve patient engagement

• Financial Reports

  • Review invoices, payments, and daily transactions
  • Monitor patient account balances and payment processing
  • Track revenue streams and identify financial trends
  • Reconcile transactions from various payment systems

• Miscellaneous Reports

  • View appointment schedules and attendance patterns
  • Monitor clinical entry tracking for patient rebooking needs
  • Generate administrative reports for practice management
• Patient Related Reports
  • Track patient information, including cancellations, appointment status, and birthdays
  • Generate targeted lists for follow-up care and patient retention
  • Filter by date ranges and practitioners for customized views
• Practice Statistic Reports
  • Analyze service and product sales data
  • Track appointment attendance by type
  • Monitor referral sources and practice growth
  • Evaluate practitioner productivity and revenue generation
  • Review inventory levels and stock movement

Common Report Features

• Date range selection: Customize reporting periods
• Practitioner filters: Focus on specific providers
• Output options: Choose between PDF and CSV formats
• Sorting preferences: Organize data by time, name, or other criteria
• Download management: Access, download, and delete previous reports

To access specific report types, select the appropriate category from the Reports menu and choose the desired report.