Business Operations
Located under the Business Operations tab in Reporting
6 articles
- Appointment ReportProvides a structured, filterable view of all active and cancelled appointments to help monitor trends and spot patterns.
- Boarding ReportProvides an organized, filterable view of all active & cancelled boarding reservations - helping monitor trends in boarding activity.
- Referral Source ReportAnalyzes referral source assignments at client and patient levels to track engagement, growth trends, and revenue from referred clients and patients.
- SOAP ReportProvides an overview of SOAP activity, including Dr & user assignments, visit details, and financials to assess productivity and performance
- User Activity ReportComprehensively view user activity by date, user, and action type.
- Wellness Plan ReportTrack Wellness Plan adoption, revenue, renewals, cancellations, and unenrolled patient opportunities across your practice.