Owner dashboard
Patients, appointments, outstanding balances, a 12-month invoiced-versus-collected trend, appointment status and top services and practitioners.
Because every action in the clinic posts to one database, the dashboard and reports are never a day old and never need a spreadsheet.
Patients, appointments, outstanding balances, a 12-month invoiced-versus-collected trend, appointment status and top services and practitioners.
Invoiced revenue against the consumables used to deliver each treatment: quantity, gross, discount, net and margin.
Sold services by booking, upsell and package, new versus returning patients, and a daily sales close per branch.
Debit, credit and balance per department, with drill-down to the journal lines.
Staff performance, appointment lists and completion rates, treatment analytics and upcoming birthdays.
Compare with the previous period or year on the financial reports and export any report to Excel or PDF.
Screens are from a demo clinic on the live product.
Tell us about your practice and we will prepare a walkthrough of this module with your services, rooms and staff.