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What are API keys? An API Key is basically a long, random string of letters/numbers/symbols that is used as a login for a computer to access a service.  For example, to log into Gmail you would traditionally provide: Your email address Your password (op...

This information is based on the official instructions from nookal. If these instructions are out of date, please refer to the official instructions.  API keys are very powerful, they can potentially enable full access to all of your business information. Ple...

This information is based on the official instructions from Cliniko. If these instructions are out of date, please refer to the official instructions.  API keys are very powerful, they can potentially enable full access to all of your business information. Pl...

What are funding sources?   Funding sources refer to the various ways in which the allied health organisation can receive financial income. These sources can come from a variety of places including:  Medicare Department of Veterans Affairs (DVA)  Nationa...

Allied Health businesses, like many other service-based businesses, have a few key metrics when measuring business performance at the CFO / CEO / Board / Owner level of the business including: Revenue Clients Billable Hours Hours per Client Utilisation ...

Locations are a key component of most Allied Health businesses and all practice management software has the concept of Locations although they sometimes use a different name Practice Management Software "Locations" are referred to Nookal Location...

'CXC' is an abbreviation for 'Cancellations' What are booked hours? Booked hours is the duration of time booked into the Practice Management System’s diary that is made up of appointments or classes unless they have been moved Ever. Ever means that even if ...

Leads represent any client who is potentially interested in becoming a customer of your business. Lead tracking is an incredibly important part of any business and one of the keys to business growth.  Before you start tracking leads in The BOS you should have...

If you aren't familiar with the concepts of Leads, please read Understanding Leads first Lead Tracking is not available on all plans. Please contact support if you are unsure. Adding a new Lead You can add a new lead from any page of The BOS. Click on your...

'Criminal Activity' is the name given to certain appointment changes detected by The BOS. It is a tongue-in-cheek name made by the development team that caught on. Criminal Activity is currently only supported for Nookal. Get in touch with us if you would lik...

Forward Bookings is an incredibly important metric for any allied health business. It measures how many appointments have been booked in advance of the next appointment.  Technical Definition Every attendance (any patient booked in for a class or consult) ha...

The Patient Pathways report is available on subscriptions including 'Practitioner Reports' or 'Admin Reports' Introduction The Patient Pathways Report allows you to easily see and compare the frequency of attendance for each of your patients over a specified...

This information is only relevant if you are using The BOS Invoice Shipper and plan to write off bad debt Writing Off Bad Debt If you are using the Invoice Shipper then you need to ensure you are writing off debt using the correct procedure to ensure that th...

Definitions Before we go into detail, here are the key terms to understand: Term Definition Examples Items Things that can be categorised such as Class and Consult appointment types '45 Min Initial Consult' Category Family A 'categorisat...

Lead Automations are only relevant if you are currently using The BOS Lead Tracking functionality The BOS allows you to automate parts of your lead workflow.  By default we set up a few sensible default rules but these can be configured by each tenant using ...

This document is for General Managers who want to set up the Memberships system or add new types of Subscriptions.  Introduction The BOS Memberships module allows you to create a fully fledged memberships system allowing your customers to sign up to automati...

Definitions Term Data Source Description Stripe Subscription Stripe A Subscription created in stripe (usually via sign-up page) for an individual customer. Class Nookal A type of Class set up in your PMS Membership Type BOS Links ...

Benefits of the Memberships System Automated Billing in Nookal saves time and prevents errors.  Class attendances are automatically billed off at the end of the billing cycle so administration staff don't need to manually bill of each attendance and cross re...

There are four main ways that Leads will be created in The BOS: Automatically by The BOS when it detects a (potential) new client Automatically when a new Sales Deal is detected in HubSpot Manually using the 'Add Lead' function from your user menu in The ...

Summary The BOS Membership module reads the Stripe Subscriptions and attempts to "update" the invoice to match the classes that were attended. If the customer didn't attend any classes then the invoice will be left as is.  This is easier to understand with a...