Insights and reporting

Cash up one day: every payment taken, by method, with refunds shown separately.

What each of the thirteen money reports answers, which filters it takes, and which to open for a cash-up, for chasing debts or for the accountant.

Every payment taken over a period by method, with refunds and the net, and a day-by-day chart.

Who owes the clinic money right now, aged into 0–30, 31–60, 61–90 and 90+ days.

Revenue earned (accrual) beside money received (cash) for the same period, net of promotions, write-offs and credit notes, by day and by practitioner.

Which services bring in the most, gross, with tax, share of the total and margin where a cost estimate exists.

Tax collected over a period, by rate, with the taxable amount behind it.

Every reduction of revenue in a period: promotions with who applied them, write-offs and credit notes.

Completed visits that have no invoice, with an estimated value and how long they've been open.

The fifty patients billed the most over their whole history at the clinic.

Where the clinic's money went in a period, grouped by category or by vendor, with tax.

What the products on hand are worth at cost, and which products have no cost price.

Every patient holding account credit, with the amount.

What each of the six appointment reports answers and which filters it takes.

A printable day or week with one column per practitioner.

Appointments canceled or marked no-show in a period, by practitioner.

Completed visits that still have no finished treatment note, by practitioner.

Who is on the waitlist right now, how long they've waited, and whether they've been offered a slot.

Revenue, appointments and completion rate per location over a period.

How many appointments patients booked themselves, the deposits taken, how far ahead they book, and how those bookings turned out.

What each of the five patient reports answers and which filters it takes.

Active patients whose last completed visit is older than a threshold, or who never had one.

Recalls set on patient records that fall due in the period, with overdue ones.

Where new patients came from in a period, by referral source.

For each month's new patients, the share who had a second completed visit within 90 days.

Patients with a birthday in the next few weeks.

Each practitioner's appointments, no-shows, cancellations, new patients, rebook rate and revenue over a period, side by side.

What the two messaging reports answer.

Messages sent over a period by type, the segments they used, and the credit left.

For each broadcast sent in a period, how many were delivered and how many failed.

Who viewed, downloaded, printed or changed which patient's record, and when.

Every consent form across patients with its status: signed, pending or expired.

Open the Reports page, pin the figures you watch, filter and compare a report, save a view, read the AI hints, and export to CSV or PDF.