Practice reports

Performance reports designed to drive decisions that improve your practice.

Detailed performance reports make sure you know the ins-and-outs of your practice. Income and performance reports, patient cancellations and failures, daily, weekly and monthly activity reports - all help you to make the decisions that will help to grow and improve your practice.

Appointment reports

View daily, weekly, and monthly schedules and breakdown of what each practitioner has scheduled.

Cancellations and no-shows

Report all patients who have not attended their scheduled appointments and see how much notice they’ve given.

Recalls - no future booking

Track patients who need to come back for a follow-up, or reach out to patients who have never booked an appointment.

Revenue forecast - 24 months

Track practice revenue over the coming 24 months.

Outstanding invoices / Overdue accounts

Get a list of all invoices that are still open, and see which practitioners are owed money.


Practitioner performance

See how each practitioner is performing—from total revenue to new clients to number of cancellations.

Referrals

Track how your patients are being referred—whether by another client, a referring doctor or otherwise.

Practice growth

See how many new clients you’ve gotten, as well as what types of appointments are the most popular and how clients are being referred.

Income forecasts

Confirmed future income, on a month-by month basis, based on existing patient payment plans

No upcoming appointments

See who doesn’t have anything booked for the future, and when their last appointment was.

Revenue by practitioner

Get individual reports that show how much each practitioner is earning and what services that they’re offering the most.

Time is a precious commodity for practice managers so we've prioritised report access and presentation in a way that is clear and easy to understand. We are continually adding new reports so if there's something you're missing, simply let us know and we will work with you to design it and make sure it meets your expectations.

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