Every day
The dashboard answers the daily questions as you sign in:
| Card | The question it answers |
|---|---|
| Money in today | What came in, by card, cash, EFTPOS and transfer |
| Billed and collected | Are we being paid for the work we do? |
| Not yet invoiced | Which visits happened and were never billed? |
| Claims | Which funders still owe us, and for how long? |
| Utilisation | Are we selling the time we pay practitioners for? |
Every month
Under Reports → All reports, pick a day, week, month, quarter, year or financial year, then step back through earlier periods. The dates stay put as you move between reports.
- Money: revenue, banking and daily takings, payments, refunds, discounts, adjustments, income by category, ageing debts, uninvoiced bookings, packs and account credits. See invoicing and claims.
- Patients and visits: booking statistics, occupancy, cancellations and non-attendance, last attendances, client statistics, birthdays and class statistics. See how to reduce no-shows.
- Where patients come from: how they found you, booking sources, referrers and referral values, and a map of where patients live.
- Clinical: treatment note completion, cases and discharges.
- Payers: what each funder has been billed and has paid.
Each practitioner
Most reports can be cut by practitioner, and each practitioner can see their own figures. A weekly scorecard can email each practitioner what they did last week. Hours and leave are in staff timesheets and leave.
Each site
Reports that make sense by site can be cut to one site or read for the whole practice. See multi-site practices.
Projected earnings
Projected earnings looks forward: what the bookings already in the diary will bill from today to the end of the period you pick.
On your letterhead
Print or save any report on your letterhead for a partner meeting, your accountant or the bank.
Frequently asked questions
What reports should a physio practice owner read?
Daily: money in, unbilled visits, claims and utilisation. Monthly: revenue, occupancy, cancellations, ageing debts, each practitioner's figures and referral sources.
Can I see revenue by practitioner?
Yes. Revenue and most reports can be cut by practitioner.
Can I see which funders owe us money?
Yes. The claims card and the ageing debts and payers reports show it.