Make smarter business decisions with clear reports on revenue, utilisation, appointments and clients, built from the work your practice already records in Caspen.
Pick a date range, generate a report, and see the numbers that matter for your practice, your team and your clients.
The performance report charts invoiced revenue, invoiced hours, utilisation and cancellations over your chosen dates, with a total for each.
Compare revenue, utilisation, rebook rate and new clients for every practitioner, with a plain definition for each measure.
One click opens missed or uninvoiced appointments, overdue invoices, or clients who owe money.
Choose a date range such as the last 4 weeks, then narrow by location, practitioner or service and generate the report.
Most reports export to a CSV file, ready for a spreadsheet or your accountant.
Scheduling, money, clients and clinical work, each with its own report.
See appointments by month and how they split across locations, practitioners and services.
Track payments by month and payment method, and invoices by status.
See who has upcoming appointments, how your clients split by age, and whose birthday is coming up.
Compare waitlist entries added and closed, and keep an eye on the median wait time.
Break sales down by location, service, product, activity and class, with quantity, discount, tax and total.
Follow cases by status and practitioner, and spot the ones expiring soon.
Count progress notes by status and template, and forms from not started to completed.
Report on classes and on non-appointment work such as report writing.
Choose which roles can open each report, and limit practitioners to their own figures.
Grow and scale your business with an all-in-one practice management platform.