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Introduction The Practitioner report is designed to enable practitioner's to keep an eye on their KPI's and what is going on in and around them. It is a place for them to check in on the outcomes of their work. Ultimately it is a tough gig to manage all the d...

Introduction Notifications are up there with the most powerful tools in The BOS. As simple as it seems to "let a user know something has happened" the power of doing so enables The BOS to influence behaviors on your behalf. Use the notifications function to e...

Introduction It's hard to grow your clinic without growing your clients! The BOS platform allows you to fully understand how many unique clients are currently getting serviced by your business! Keep an eye on your attrition and prevent clients from leaving un...

The BOS doesn't allow you to merge two clients from the same data source, they must be merged in the datasource itself. For example: merge the patients inside Nookal, or merge clients in hubspot, then BOS will pick up the changes.  Unfortunately, Stripe doesn...

You can integrate Contact Form 7 with The BOS so that The BOS will get a copy of all form submissions done through your website. This means you will see form submissions a client has done when looking at their lead in The BOS.  Data is sent to The BOS as the ...

Practitioners have a nickname property which appears throughout The BOS. Where does this data come from? This field is not linked to data in external systems so the data must be entered directly into The BOS. If a practitioner doesn't have a nickname specif...

The BOS Invoicing System is a collection of separate but related subsystems related to different functions relating to invoicing Subsystem Description Benefit Status DataConnections Receive invoices between external sources (EG: Nookal, Cliniko...

Form Submissions and Leads (also known as Deals or Opportunities in other systems) are two completely separate types of data. These are often misunderstood to be the same type of data as in many marketing systems every form submission results in a lead being ...

Timing of charges Tenants are charged a prorata amount for the remainder of the current month when first subscribing to The BOS. Tenants are charged the full monthly amount at the start of each month which covers the whole month. Practitioner / Location...

An Invoice Template describes how invoices should appear when a PDF is generated.  Current options available Option Description Example Header Text or HTML that appears in top right of invoice Company NameABN: 123 456 789[Location.Address]T: 0...

The Bulk Appointment Invoicer allows to you generate invoices from a list of appointments that haven't yet been billed.  If you are setting up Bulk Appointment Invoicing then you should first review the Manager Guide.  You will need Admin Reports user permis...

Most of the data in The BOS comes from external systems such as Nookal, Xero, GoHighLevel and other supported platforms that we connect with.  There is sometimes a need to get data into The BOS which isn't able to be retrieved from a remote system. Reasons in...

Invoice Reminders system automatically emails the invoice payer with a reminder to pay an overdue invoice.  If you are using The BOS Automatic Billing then the same system will also optionally email an invoice when it is first created (without the 'this is ov...

Similar to Nookal, The BOS stores the following data and it relates as follows: Term Example Relation Description Client (aka Patient) "Kim K" A person Case "Back Pain 2025" Each case belongs to one client. A client can have multiple ...

Automated Invoice Reminders is a feature available on some plans. Ensure you are on an appropriate plan and everything has been set up before continuing.  How to check what invoice reminders were sent You can review the invoice reminders that have been sent ...

The BOS allows you to create custom lead fields.  These are basically just 'special' categories you can create that appear in the following locations: As a dropdown selection field when looking at an individual lead As a breakdown (dropdown) option on Meg...

Expenses  Expenses are journal entries collected from the chart of accounts in your accounting software (Xero). This means it maps directly to your P&L. You can categorise expenses in Tenant settings => Categorisations => Expenses so that expenses can be b...

Many rows on the mega report can be broken down by both Profession and Practitioner Profession.  Profession is the profession assigned to that product or service Practitioner Profession is the profession of the practitioner providing the service.  Most ...

What can users see? The data you can see on practitioner report is based on a few settings: What rows have been allowed for your User Role (EG: Booked Hours or Revenue) What Org Node your user account is attached to (EG: Whole Company or Location 1 or Gol...

Booking Delay measures the working days between the date the appointment was booked in and the actual appointment date.  For example: Booking in today for an appointment tomorrow would be a 1 day booking delay. Booking in today for exactly one week from now w...