Insights and reporting

Cash up the day by payment method, for a single location and a single date.

What each money report shows, and which situation it's built for.

Review every payment received over a period, of any type, in one list.

See who owes money, grouped by how long it has been outstanding, so you know which patients to chase first.

See your total revenue, with the option to view it on an accrual or cash basis.

See which services are actually earning the most for your clinic.

See the tax you've collected over a period, at the rates configured in your clinic.

Review every write-down applied to an invoice, and who approved it.

Find completed visits that were never billed, before they're forgotten entirely.

See which patients have spent the most with your clinic over their entire history.

What each appointment report shows, from your printable schedule to cancellations and booking gaps.

Print a clean day or week schedule, ready to hand to reception or a practitioner.

See who cancelled and who simply didn't turn up, so you can tell the difference and act on it.

Find appointments that are still missing their treatment note before it's forgotten.

See unfilled slots against your current waitlist, so gaps and waiting patients can be matched up.

Compare how each of your locations is performing, side by side.

See how many appointments patients are booking themselves, and how far ahead they're booking.

What each patient report shows, from where new patients come from to who's overdue for a recall.

Find patients who haven't been in for a while, so you can reach out before they're gone for good.

See patients who are likely due for a follow-up, based on when they were last seen.

See exactly where your new patients are coming from, so you know which sources are worth investing more in.

See how well your clinic is retaining patients over time, not just how many are new.

See whose birthday is coming up, a nice personal touch that's easy to miss otherwise.

Compare practitioners on revenue, rebooking, cancellations, and how full their schedule is running.

Track SMS spend and how well your broadcasts are actually being delivered.

See how your SMS credits are being spent, split between reminders and broadcasts.

See how many recipients a broadcast actually reached, and where any messages bounced.

See who opened which patient record and when, for accountability and compliance.

See which patients have signed, which are still pending, and which forms have expired.

Get to the right report quickly, apply filters, export what you need, and let AI point out what's worth a closer look.