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Episode of Care
An Episode of Care represents the time a patient spends with your company from the time they beca...
Lead Tracking in The BOS
If you aren't familiar with the concepts of Leads, please read Understanding Leads first Lead Tr...
Wage Expenses
Wage Expenses is a row on Mega Report. It reports the total of Expense Towards Report as shown in...
Invoice Email Templates
Invoice Templates allow you to customise a 'pre-made' email template to send to clients. This is ...
Invoice Designs
An Invoice Template describes how invoices should appear when a PDF is generated. Current optio...
Forward Bookings
Forward Bookings is an incredibly important metric for any allied health business. It measures ho...
Mega Report Global Filters
Mega Report now supports Global Filters. This allows you to block certain items from appearing on...
Booking Delay
Booking Delay measures the working days between the date the appointment was booked in and the ac...
Practitioner Teams and Visibility on Practitioner Report
What can users see? The data you can see on practitioner report is based on a few settings: W...
'Profession' vs 'Practitioner Profession'
Many rows on the mega report can be broken down by both Profession and Practitioner Profession. ...
Understanding Expenses and Wages in TheBOS
Expenses Expenses are journal entries collected from the chart of accounts in your accounting...
Custom Lead Fields
The BOS allows you to create custom lead fields. These are basically just 'special' categories ...
Troubleshooting Invoice Reminders not sending
Automated Invoice Reminders is a feature available on some plans. Ensure you are on an appropriat...
Cases, Budgets and Sub Budgets
Similar to Nookal, The BOS stores the following data and it relates as follows: Term Exam...
Troubleshooting Invoices Not Shipping
The Invoice Shipper collects invoices from Nookal and sends the invoice to Xero. Xero has stricte...
Mega Imported Data (MID)
Most of the data in The BOS comes from external systems such as Nookal, Xero, GoHighLevel and oth...
Bulk Appointment Invoicing - User Guide
The Bulk Appointment Invoicer allows to you generate invoices from a list of appointments that ha...
The BOS Invoicing System
The BOS Invoicing System is a collection of separate but related subsystems related to different ...
Writing off invoices (BAD DEBT)
This information is only relevant if you are using The BOS Invoice Shipper and plan to write off ...
The BOS Subscription Adjustments
Timing of charges Tenants are charged a prorata amount for the remainder of the current month ...