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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...

TheBOS now syncs patient referring doctor information from two key sources: Nookal: "Doctor" field on the Health tab within patient profile Cliniko: "Patient referring doctor" field Where the data now appears in TheBOS: Patient Details sect...

EOC Report The EOC Report is designed to help allied health businesses understand the quality and value of a patient's full treatment journey, not just isolated appointments. An Episode of Care (EOC) represents the period of time a patient is actively being ...

"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 ...

Export all data at once for a selected category breakdown. For example, you can export all Practitioner data for billed hours for 5th April at once instead of generating individual export files for each practitioner.  3 different export layout options to choo...

The targets system is a part of Mega Report and Practitioner report that allow you to set targets for any cell in the report. Values are automatically synced between Mega Report and Practitioner Report.  These values do not need to actually be targets, they c...

Understanding the Visits / Client Metric What is Visits / Client? Visits / Client is one of theBOS's core engagement metrics. It tells you, on average, how many times each unique client attended during the selected period. The calculation is simple: Total inv...

This feature is only available for tenants on specific enterprise plans The BOS offers some tenants a whitelabel (branded with your company) app that allows your patients to log in to take actions like: View all their appointments, and mark themselves 'arr...

Patient appointment preferences let you record what a patient would prefer when your team is arranging appointments. Preferences can include preferred practitioners, locations, practitioner categories, schedule notes, and any extra notes. These preferences do ...