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 Report (Closed Beta)Track Wellness Plan adoption, renewals, revenue, and patient engagement in one consolidated analytics report.