Financial Reports
Payments
List of all payments received during the specified date range to assist with reconciliation.
Payment Summary
Summary of all payments received during the specified date range, grouped by date. More information.
Practitioner Revenue by Raised Invoices
Break down of revenue of raised invoices by practitioner during the specified period. More information.
Practitioner Revenue by Paid Invoices
Break down of revenue of paid invoices by practitioner during the specified period. More information.
Unpaid Invoices
List of invoices with an outstanding balance during the specified date range. More information.
Business Intelligence Reports
Client Acquisition
Number of client acquisitions by referrer.
Client Visit Average
Average number of consults that each client has over a set period of time for your business and for each practitioner.
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