Reports on Amount Due

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Reports on Patients

Patient reports give you a quick overview of number of new patients who have been added to your practice. An overview of Patient reports The date picker lets you choose the range of dates for which you wish to see the data represented on the reports. By default, it will always be set to the […]

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Reports on Appointments

Appointment reports help you track, monitor and analyse the appointment booking trend at your practice. An overview of Appointment reports The date picker lets you choose the range of dates for which you wish to see the data represented on the reports. By default, it will always be set to the current date. The Summary […]

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Reports on Payment

Payment reports give you a quick overview of the amount received by your practice. An overview of Payment reports The date picker lets you choose the range of dates for which you wish to see the data represented on the reports. By default, it will always be set to the current date. The Summary at […]

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Reports on Income

Income reports give you a quick overview of the invoiced income of your practice. An overview of Income reports The date picker lets you choose the range of dates for which you wish to see the data represented on the reports. By default, it will always be set to the current date.  The Summary at […]

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Reports on Daily Summary

Daily Summary reports give you an quick overview of the money related transactions that occur at your clinic on a daily basis. Right from the treatment procedures performed on each patient, to the invoices raised and the payments received against those invoices, it covers it all. Thus it helps you quickly tally the collections made […]

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Accounting Reports and Analytics

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Sending SMS to patients

Sending Festive Greetings to patients via the SMS Center To send SMS’s to your patients, click on the Communications tab on the menu bar and select ‘SMS Center’. Now, select all the patients that you want to send the SMS to by checking the boxes next to their names.   Once the recipients have been […]

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Activating notifications for doctors

Activating notifications for doctors You can choose what kind of notifications need to be sent to doctors that are working at your clinic. This is done when you add a new doctor to your practice. Click on the Settings icon on the top-right corner. You will see a drop down menu, click on ‘Settings’ here. […]

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The Different Categories of Reports

At the top, just below the menu bar there is a field on Report Category. By default, Income is the chosen report category. To select another category, you can click on the dropdown arrow next to it and choose one from the dropdown list that appears. The various categories on the dropdown list are: 1. […]

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