Reports
Keep track of important metrics with flexible reporting
29 articles
How to Calculate a Historical Accounts Receivable TotalDetermine past outstanding debt as of a specified date
Power BI Reports in DigitailFinding and using the equivalent values and reports
Overview of the Flowboard ReportLearn how to monitor the patient journey to identify possible bottlenecks and improve efficiency
Overview of the Clinic Performance Metrics DashboardView clinic key performance indicators
AAHA CodesUnderstanding the concept and recommended implementation
Using Digitail Redshift for Advanced Reporting & AnalyticsDigitail Redshift is an optional add‑on service that gives clinics secure access to their raw, structured data for advanced analytics, and custom reporting.
If you are interested in enabling Redshift,…
Timesheet ReportReview, Edit and Export staff hours.
Accounting LedgerThe Accounting Ledger shows your clinic’s daily cash register activity, including starting balance, transactions, and ending balance for each day.
Accounting Ledger OperationsThe Accounting Ledger Operations page lets you view, add, edit, and remove cash register entries for your clinic.
Sales ReportKeep track of your sales and transactions.
Payments ReportsCheck your received payments in real time.
Accounts Receivable ReportReview your accounts receivable balances (Outstanding Debt).
Discounts ReportAnalyze the who, what and why of discounts
Summarized Production ReportAnalyze sales by provider
Sales Report vs Payments ReportWhy do these report values differ?
Credit Balance ReportClients that have credit available
Detailed Production ReportAnalyze sales by product, service, AAHA codes and providers
Sales Analysis ReportTracking each entry of a sale with revenue and profitability
Set Staff Commissions based on SalesDefine the commission percentages for your team, using AAHA codes.
Staff Commissions - Paid Revenue Report (Beta)Track staff commissions based only on money your clinic has actually collected.