Recently Updated Pages
Troubleshooting Memberships not billing classes
There are a few reasons why you might have a client with an active membership in The BOS but the ...
Getting additional data from Nookal
This procedure is only useful for tenants connected to Nookal who are wanting additional types of...
DeDuplicating (Merging) Patients and Practitioners
What is DeDuplication (Merging)? In some situations you can end up with two entries in the syste...
Membership 'Cheat Sheet': Where is my revenue?
Summary The BOS Membership module reads the Stripe Subscriptions and attempts to "update" the in...
How to Import Leads
There are four main ways that Leads will be created in The BOS: Automatically by The BOS when ...
Memberships Introduction & Benefits
Benefits of the Memberships System Automated Billing in Nookal saves time and prevents errors. ...
Memberships Setup & Management
This document is for General Managers who want to set up the Memberships system or add new types ...
Lead Automations in The BOS
Lead Automations are only relevant if you are currently using The BOS Lead Tracking functionality...
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...
"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...