Reports
Keep track of important metrics with flexible reporting
22 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 Dashboard (Beta)View clinic key performance indicators
Sales ReportKeep track of your sales and transactions.
Payments Reports - End of DayCheck 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.