Reporting can help a practice make prompt decisions and plan for future improvements. It is also a means of internal communication within the practice.
Clinic to Cloud offers reports to discover the following:
- When Item Numbers have been Billed
- How much revenue an Item Number has Generated
- Cancellation Reasons
- Outstanding Invoices
- Account Holders with an Outstanding Balance
- Uninvoiced Appointments
- Pending Lab Results
- Your Top Referrers
To access all these reports, go to Reports > General Reports.
Item Number Service Date |
- Identify which item numbers have been billed and when
- Know what types of appointments are commonly being made
- Adjust services to suit your practice's needs
Item Number Payments |
- Identify the amount each item numbers has generated
- Know which item numbers are commonly used
- Adjust services to suit your practice's needs
Cancellation Reasons |
- Discover frequently used cancellation reasons
- Learn patient patterns
- Adjust appointment confirmation methods to minimise cancellation
Unpaid Invoices |
- Track outstanding invoices
- Stay on top of outstanding invoices
- Action outstanding invoices
Aged Debtors |
- Track account holders with an outstanding balance
- Have the ability to bulk pay for an account holder
- Identify claiming issues
Uninvoiced Appointments |
- Find appointments that have not been invoiced
- Ensure no appointments have been missed
- Adjust processes to meet your practice's requirements
Lab Requests with No Results |
- Chase lab companies on pending results
- Ensure all lab results have been assigned to the doctor
- Provide patients with confidence in your practice
Referrers |
- Identify which referrers have referred your practice the most
- Know how much each referrer has helped your practice generate
- Send a gift to say 'thank you' to the deserved referrers