Invoices
Use the invoices report to generate end of day statements.
Reception staff can easily settle at the end of the day with a detailed list of all transactions.
Cash flow tracking throughout the day can be easily monitored by refreshing the invoice report.
Recalls
A complete list of all past, present and future recalls that have been created by the practitioner or reception team.
Filter complete and incomplete recalls to ensure patients are being recalled correctly and recalls are not being missed.
Filter date ranges for accurate reporting.
Total paid practitioner
Total paid practitioner reporting allows practitioners to track income generated over a specific date range and throughout different clinics.
This report outlines the amount of money collected from the invoices that were generated for each practitioner in clinic.
Use this report for tracking weekly or monthly clinic statistics.
Revenue summary
Revenue summary generates your clinics revenue for date specific periods.
The report is broken down into categories such as services billed, products billed, clients billed, services paid, products paid, partially paid, refunded and total revenue summary.
Appointments
Using the appointments report, you can now track all appointments in clinic to ensure you are hitting necessary targets.
Keep on top of new patients, cancelled bookings and total appointments with Clinic Space's 'appointments' report.
Patients
Generate lists of patients, use the drop down options such as date range, treatment, referrer, upcoming birthdays, clinic and practitioner to refine your search.
Generate reports specific to your needs to track patient bookings and statistics based on clinic, practitioner and modality.
Monthly reminders
This list allows you to see who have missed their regular preventative/supportive treatments so a reminder can be sent.
Send out bulk or individualised communication via SMS or email, to patients to ensure treatment is effective and results are achieved.
This report excludes patients with future bookings from the date range to ensure minimal miscommunication.
Products
Retail is an important aspect of business in clinic. Using the 'products' report, clinic staff and practitioners are able to monitor and track products, suppliers, stock levels and quantity sold.
Patient retention
Track patient retention of new patients, % of patients attending 5th, 10th, 20th and 50th visits. Use this report to help each practitioner and team member achieve patient retention goals in clinic.
Product purchases
Track products purchased through clinic. Use product brand name, clinic location and date range to monitor products being sold and when.