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Lead Automations in The BOS
Lead Automations are only relevant if you are currently using The BOS Lead Tracking functionality...
Lead Tracking in The BOS
If you aren't familiar with the concepts of Leads, please read Understanding Leads first Lead Tr...
Understanding Leads and Lead Tracking
Leads represent any client who is potentially interested in becoming a customer of your business....
Patient Pathways Report
The Patient Pathways report is available on subscriptions including 'Practitioner Reports' or 'Ad...
Forward Bookings
Forward Bookings is an incredibly important metric for any allied health business. It measures ho...
"Criminal Activity": Appointment changes that affect your metrics
'Criminal Activity' is the name given to certain appointment changes detected by The BOS. It is a...
Booked Hours vs Booked Hours (ex CXC)
'CXC' is an abbreviation for 'Cancellations' What are booked hours? Booked hours is the duratio...
Managing Locations
Locations are a key component of most Allied Health businesses and all practice management softwa...
How to find common financial problems
Allied Health businesses, like many other service-based businesses, have a few key metrics when m...
Funding Sources and the Importance of Diversity
What are funding sources? Funding sources refer to the various ways in which the allied health...
How to get a Cliniko API key
This information is based on the official instructions from Cliniko. If these instructions are ou...
API Key Basics & Safety
What are API keys? An API Key is basically a long, random string of letters/numbers/symbols that...