Reports
Comprehensive reports on every aspect of your practice, from finances to emails, automatically generated and securely delivered
General
- Reports Lists
- Recurring Reports
- Campaigns and Recalls
- Useful Campaigns for your Practice
- How do I track whether a campaign has been sent, scheduled or cancelled?
- Can I attach intake forms or clinical templates to campaigns?
Referral Reports
Patient Reports
- Patient Reports
- Appointment Reports
- How do I get a list of all patients a practitioner sees?
- Can I run a report to see a list of new patients?
- Can I run a report/campaign based on my patients' address, postcode or location?
- Can I automatically send communications to new patients?
Funder Reports
Finance Reports
- Finance Reports
- Unpaid Invoices Report
- NDIS Bulk Upload Report
- BPAY Income Report
- Halaxy Credit Usage Report
- Expenses Report