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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...

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...

An Episode of Care represents the time a patient spends with your company from the time they became a New Client until the next time they became a new client.  For example, if a patient had an initial appointment with 5 subsequent visits over the next few mon...

Mega Report now supports Global Filters. This allows you to block certain items from appearing on Mega Report.  Currently supported items that can be blocked are: Products and Services ... yep, that's all for now, but we plan to add more items in future...

Utilisation Rate is an important business metric at multiple levels of the business (IE: individual practitioner up to the whole company). It is a measure of how "full" a practitioners calendar is. A value of 100% would indicate a fully booked practitioner.  ...

This functionality is only available on some enterprise plans The BOS offers the ability to send appointment reminders to your patients with a set of configurable options as shown below. If there is a setting your company needs that isn't displayed here then ...

Invoice Templates allow you to customise a 'pre-made' email template to send to clients. This is separate to the information contained on the invoice that is typically attached to the email.  This can be used whenever doing Bulk Invoicing or when sending a on...

Wage Expenses is a row on Mega Report. It reports the total of Expense Towards Report as shown in the popup you see when clicking it.  The popup has the following columns.  Examples will assume you are doing fortnightly payruns and looking at a popup for a s...

Many web forms allow you to specify a webhook. This is a URL that a copy of the data contained in the form is submitted to and it doesn't alter anything else about form operation. For example: if you currently get an email on each form submission then that wil...

Part of the lead flow process is collecting patient information such as: Patient details (name, DOB, contact details) Case details (condition, referrer, payer, sessions/budgets) Patient Documents (referral, signed contracts etc) These features depend o...

Subbudget Ownership Modes This article explains how subbudgets work in The BOS, what changes when assignedownership mode is enabled, and how to request a backfill of existing subbudgets. Normal Mode In normal mode, subbudget ownership is based on appointmen...

"Booking Availability" on the Mega Report answers a specific marketing question: how many more appointments of a given length could we still take in this period? It is not "how many free hours are left" — the two numbers usually differ, and that difference is ...