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Reports, Automation and Analytics - Fundamentals
Automated Recalls (Required)
Recalls overview, understanding manual vs automated (3:17)
Setting up recalls (6:16)
Recall communication templates (11:19)
Recall automation steps (8:55)
Understanding recall due date (2:23)
Setting up last exam and last xray statistics (Important) (3:10)
Configuring automated recalls rules (4:58)
Manually processing the due list (2:19)
Viewing recalls in progress (2:52)
Marking a recall as complete (2:51)
Recall drop off list (1:22)
Cancelling a recall (0:57)
Auto complete online booking recalls (1:07)
Reports (Required)
Reports overview (2:06)
How to use the reports tools, graphs, exports/print, filters and more (5:11)
Transaction (End of day) (9:34)
Customer Collections (Alternative end of day) (3:27)
Practitioner payments (4:57)
Aging debt report (2:46)
Invoice discount (5:03)
Appointments report, cancellation list and more (2:30)
Treatment plans report (1:47)
Rebook Rate (5:06)
Patient Dropoffs (5:19)
Saving custom reports (6:16)
Custom Reports - Date Filtering (2:34)
First Visit KPI (4:07)
Referrals (Optional)
Referrals overview (0:37)
Creating new referral sources (2:39)
Patient source referral (where did you hear about us) (5:15)
Linking referrals to treatment plans (2:34)
Referral Status (1:45)
Tracking referrals (2:18)
Marketing and bulk communication
Coming Soon
Dashboards (Optional)
Overview (1:12)
Customising the dashboard (3:01)
Dashboard restrictions (2:58)
Business Production
Practitioner Appointments (3:08)
Practitioner Hourly Rate (4:04)
Appointment Status (1:31)
Practitioner Rebook Rate
Practitioner New Patients with Marketing breakdown (2:49)
Multi Location (Optional)
Quick Start Guide
Reviews (Optional)
Quick Start Guide
Patient App (iOS and Android)
Getting Started Guide
Linking referrals to treatment plans
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