Reports
By Angel and 1 other2 authors6 articles
Printing Reminder Postcards
Production Credits: How to Create and Apply to ProvidersProduction credits allow your clinic to easily track the exact amount providers get credit for, based on your customized production credits created in your settings.
Scheduled ReportsLearn which reports can be scheduled and how to set them up to recur.
Controlled Substance Log ReportWe provide a Controlled Substance Log that automatically tracks all inventory items marked as controlled.
Bulk Sending an Email to your Client BaseLearn how to send an email to many clients at once.
Account Receivables & Accounts Receivable Reconciliation ReportsUse the Accounts Receivable Reconciliation Report alongside the Accounts Receivable Report to track, compare, and reconcile outstanding client balances.