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Booked Hours vs Booked Hours (ex CXC)
'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 ...
How to Categorise a Stripe Membership to an Org Node
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...
Debt Control
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 ...
Views and Dashboards
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...
Role Permissions Setup
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...
Practitioner Report
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...
Notifications
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...
Growing Your Clients
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...
Understanding Expenses and Wages in TheBOS
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...
EOC - Episode of Care Report
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 ...