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BOS Setup & Management

How to set up your The BOS account, connect to your sources of data (such as your PMS) and other "IT Manager" type tasks such as creating user accounts.

Connecting to APIs

How to connect your The BOS to other services to send or receive data.

Managing Locations

Locations are a key component of most Allied Health businesses and all practice management softwa...

DeDuplicating (Merging) Patients and Practitioners

What is DeDuplication (Merging)? In some situations you can end up with two entries in the syste...

Terms & Conditions / End User License Agreement / Privacy Policy

The BOS Terms and Conditions, also known as an End User License Agreement is shown on the signup ...

Multifactor Authentication in The BOS (2FA)

The BOS supports multi factor authentication (MFA) also known as two factor authentication (2FA) ...

Xero Invoices and Tracking Categories

After connecting The BOS to Xero all of your invoices will be imported into the system and that d...

How to use The BOS Help Desk

How to report an issue There are two methods to report an issue: Use the support email addres...

Views and Dashboards

Introduction Both the Mega report and the Practitioner report have the views and dashboard funct...

Role Permissions Setup

Introduction Role Permissions are an important step to The BOS setup. It sets the environment ea...

Notifications

Introduction Notifications are up there with the most powerful tools in The BOS. As simple as it...

Practitioner Nicknames

Practitioners have a nickname property which appears throughout The BOS. Where does this data co...

The BOS Subscription Adjustments

Timing of charges Tenants are charged a prorata amount for the remainder of the current month ...