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Debt Control

Growing Your Business

One thing that many Allied Health Business' share as they grow and start to attract different fun...

Updated 1 week ago by Isaac

Bulk Appointment Invoicing - Manager Guide

Invoicing

What it is Using The BOS you can look at a list of uninvoiced appointments and generate invoices...

Updated 1 week ago by Isaac

Managed Client Activity Report

Reports

Overview  The Managed Client Activity Report in TheBOS brings together client activity and selec...

Updated 1 week ago by Olivia

Payment Terms

Invoicing

You require DEBT_MANAGEMENT Permissions to be able to edit these settings Payment terms tell ...

Updated 2 weeks ago by Isaac

Patient App (iPhone and Android)

Memberships

This feature is only available for tenants on specific enterprise plans The BOS offers some tena...

Updated 2 months ago by Isaac

Patient Appointment Preferences

Features

Patient appointment preferences let you record what a patient would prefer when your team is arra...

Updated 2 months ago by Isaac

Utilisation Rate

Understanding the Data

Utilisation Rate is an important business metric at multiple levels of the business (IE: individu...

Updated 3 months ago by Isaac

Multifactor Authentication in The BOS (2FA)

BOS Setup & Management

The BOS supports multifactor authentication (MFA), also known as two-factor authentication (2FA...

Updated 4 months ago by Isaac

Targets

Reports

The targets system is a part of Mega Report and Practitioner report that allow you to set targets...

Updated 4 months ago by Isaac

Visits per Client

Understanding the Data

Understanding the Visits / Client Metric What is Visits / Client? Visits / Client is one of theBO...

Updated 4 months ago by Isaac

Patient Appointment Reminders

Features

This functionality is only available on some enterprise plans The BOS offers the ability to send...

Updated 5 months ago by Isaac

Booking Availability

Understanding the Data

"Booking Availability" on the Mega Report answers a specific marketing question: how many more ap...

Updated 5 months ago by Isaac

Export All Category Breakdown Data

Features

Export all data at once for a selected category breakdown. For example, you can export all Practi...

Updated 5 months ago by Olivia

EOC - Episode of Care Report

Reports

EOC Report The EOC Report is designed to help allied health businesses understand the quality an...

Updated 6 months ago by Olivia

SubBudget Assigned Practitioner / OrgNodes

Features

Subbudget Ownership Modes This article explains how subbudgets work in The BOS, what changes whe...

Updated 6 months ago by Isaac

Patient Referring Doctor

Features

TheBOS now syncs patient referring doctor information from two key sources: Nookal: "Doctor"...

Updated 7 months ago by Olivia

Invoice Reminders

Invoicing

Invoice Reminders system automatically emails the invoice payer with a reminder to pay an overdue...

Updated 9 months ago by Isaac

Leads: Managing Cases

Lead Tracking

Part of the lead flow process is collecting patient information such as: Patient details (name...

Updated 9 months ago by Isaac

How 'Practitioner Assignment' Works

Understanding the Data

Some patient-focused metrics in The BOS can be applied to multiple practitioners but should reall...

Updated 10 months ago by Isaac

Form Submission WebHooks in The BOS

Lead Tracking

Many web forms allow you to specify a webhook. This is a URL that a copy of the data contained in...

Updated 10 months ago by Isaac