Empower your practice with custom reporting tools to track billing, appointments, client engagement, and practitioner activity. Easily generate tailored reports in just a few clicks.
Set a date range, apply filters and generate charts and tables for appointments, billing, clients and your team.
Pick a date range, filter by status, client, location or practitioner, and generate a summary chart with a detailed table below it.
Presets such as missed appointments, uninvoiced appointments and overdue invoices set the filters and run the report for you.
The performance report charts revenue, invoiced hours, utilisation and cancellations across the date range you choose.
See each practitioner’s revenue, appointments, utilisation and invoiced hours, with a plain definition for every measure.
Most reports export to a CSV file using the same filters, ready to open in your spreadsheet.
Financial, scheduling, client and clinical reports, ready when you need them.
See how a total splits across locations, practitioners and services.
Find clients without upcoming appointments, with birthdays in the next 30 days, or who owe money.
Total, allocated and unallocated payments, broken down by payment method.
List progress notes still in draft, by practitioner, client or template.
Find open cases by expiry date, with filters for practitioner, client and allowance type.
See which forms are not started, in progress or completed.
Compare waitlist entries added and closed, and track the median wait time.
The dashboard charts invoices against payments for each of the last six months.
Roles can limit practitioners to reports on their own work.
Grow and scale your business with an all-in-one practice management platform.