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Lead Automations in The BOS

Lead Tracking

Lead Automations are only relevant if you are currently using The BOS Lead Tracking functionality...

Updated 1 year 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 1 year ago by Isaac

Understanding Leads and Lead Tracking

Lead Tracking

Leads represent any client who is potentially interested in becoming a customer of your business....

Updated 1 year ago by Isaac

Patient Pathways Report

Understanding the Data

The Patient Pathways report is available on subscriptions including 'Practitioner Reports' or 'Ad...

Updated 1 year ago by Isaac

Forward Bookings

Understanding the Data

Forward Bookings is an incredibly important metric for any allied health business. It measures ho...

Updated 1 year ago by Isaac

"Criminal Activity": Appointment changes that affect your metrics

Understanding the Data

'Criminal Activity' is the name given to certain appointment changes detected by The BOS. It is a...

Updated 1 year ago by Isaac

Booked Hours vs Booked Hours (ex CXC)

Understanding the Data

'CXC' is an abbreviation for 'Cancellations' What are booked hours? Booked hours is the duratio...

Updated 1 year ago by Isaac

Managing Locations

BOS Setup & Management

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

Updated 1 year ago by Isaac

How to find common financial problems

Growing Your Business

Allied Health businesses, like many other service-based businesses, have a few key metrics when m...

Updated 1 year ago by Isaac

Funding Sources and the Importance of Diversity

Growing Your Business

What are funding sources?   Funding sources refer to the various ways in which the allied health...

Updated 1 year ago by Isaac

How to get a Cliniko API key

BOS Setup & Management Connecting to APIs

This information is based on the official instructions from Cliniko. If these instructions are ou...

Updated 1 year ago by Isaac

API Key Basics & Safety

BOS Setup & Management Connecting to APIs

What are API keys? An API Key is basically a long, random string of letters/numbers/symbols that...

Updated 1 year ago by Isaac