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Patient App (iPhone and Android)

Memberships

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

Updated 1 week ago by Isaac

Patient Appointment Preferences

Features

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

Updated 3 weeks ago by Isaac

Utilisation Rate

Understanding the Data

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

Updated 1 month 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 2 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 2 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 2 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 2 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 3 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 3 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 4 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 4 months ago by Isaac

Patient Referring Doctor

Features

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

Updated 4 months ago by Olivia

Invoice Reminders

Invoicing

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

Updated 7 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 7 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 8 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 8 months ago by Isaac

Episode of Care

Understanding the Data

An Episode of Care represents the time a patient spends with your company from the time they beca...

Updated 8 months ago by Isaac

Lead Tracking in The BOS

Lead Tracking

If you aren't familiar with the concepts of Leads, please read Understanding Leads first Lead Tr...

Updated 9 months ago by Isaac

Wage Expenses

Understanding the Data

Wage Expenses is a row on Mega Report. It reports the total of Expense Towards Report as shown in...

Updated 10 months ago by Isaac

Invoice Email Templates

Invoicing

Invoice Templates allow you to customise a 'pre-made' email template to send to clients. This is ...

Updated 11 months ago by Isaac