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What is DeDuplication (Merging)? In some situations you can end up with two entries in the system for what is really one thing. This can often happen if you have the same person in two different systems with similar (but not identical) details.  For example:...

ML Trends uses machine learning to predict future data by using historical data about your business. We use this to forecast certain key business metrics such as: Mega Report Row Formula Revenue Forecast Revenue per location per day/week/month ...

This procedure is only useful for tenants connected to Nookal who are wanting additional types of data Most of your Nookal data is available via the Nookal API, including data about locations, practitioners, patients, appointments, service types and more. The...

Some patient-focused metrics in The BOS can be applied to multiple practitioners but should really only be attributed to their 'primary' practitioner. This is best described with an example: Edmund has been visiting the practice regularly over the last year...

Many of the most important metrics in the Mega Report and Practitioner report relate to clients.  While you might instinctively understand concepts like 'new clients' and 'attrition', a precise definition of who counts as a new client is muddied by the exact ...

There are a few reasons why you might have a client with an active membership in The BOS but the client's appointments are not getting billed off. Start investigating the issue by visiting the Memberships page and finding the relevant membership: Log in to...

Each lead in your system can be associated with an appointment (consult or class). This is done automatically by the system based on a set of preset rules. Contact BOS support if you wish to customise these conditions. Each appointment can only be associated...

The BOS Terms and Conditions, also known as an End User License Agreement is shown on the signup screen when you are first setting up your business and is required to be accepted before you can continue.  You can find the terms here: https://app.thebos.com.au...

Before reading this, make sure you understand the New Client Definition Cross sells are identified as "What would be considered a 'New Client' if we ignored appointments of other professions, but isn't actually a 'New Client'.  Example Emily has been visi...

The Invoice Shipper collects invoices from Nookal and sends the invoice to Xero. Xero has stricter rules about what an invoice can include so sometimes a "valid" Nookal Invoice won't be accepted by Xero. This page explains the most common reasons to help you u...

Each lead has an optional property called 'Next Contact Date'. This is actually a specific date and time (not just a date).  You would typically use this for situations including: When the client asks for a call / meeting at a specific time (EG: "call me...

The BOS supports multi factor authentication (MFA) also known as two factor authentication (2FA) using TOTP codes. Multifactor authentication greatly improves the security of your account as somebody that knows your username and password still needs access to ...

After connecting The BOS to Xero all of your invoices will be imported into the system and that data will then appear on reports.  If you are wanting to control where invoices are assigned or ignore certain types of invoices then the correct way to do that is...

Travel Report is only available on 'Entry' and higher plans Travel Report uses your practitioners calendars to determine travel time and distance using Google Maps.  This data can be reported in two ways:  On screen for a selected practitioner and week: p...

How to report an issue There are two methods to report an issue: Use the support email address (available upon request) to email details of your issue. Anybody you include in the CC line will also be attached to the issue (maximum 5 CC addresses) and every...

It is important to understand the membership performance of each layer of your org node to categorise your stripe memberships. Unfortunately due to the nature of stripe memberships this needs to be done manually. Follow the below steps to organise your members...

What it is Using The BOS you can look at a list of uninvoiced appointments and generate invoices for them in bulk. The filtering and bulk adjustment options allow you to quickly specify exactly how you want appointments to be billed. This currently saves tim...

One thing that many Allied Health Business' share as they grow and start to attract different funding types is and creeping up of unpaid invoices... DEBT. Here at The BOS Debt is a swear word and therefore we do everything we can to try and help you guys from ...

Introduction Both the Mega report and the Practitioner report have the views and dashboard function. These functions are designed to allow users to customise their experience of the report to their liking. More then just allowing for personalised the views an...

Introduction Role Permissions are an important step to The BOS setup. It sets the environment each role experiences within the platform, from which reports they have access to, which "org nodes" (often regions or locations) data they can see and even which ro...