Reports Update
May 2024 Release Overview
Maximize your metrics with powerful new reporting tools for practice administrators! This release brings several new and upgraded reports to streamline how you manage your daily operations.
- New! Memberships Report
- New! Upcoming Payments Report
- Patient Credit Report Improvements
- … plus Backend Security Enhancement and Bug Fixes
New! Membership Reports
Managing your loyalty & membership programs just got easier! Our new dedicated Memberships Report gives you insight into all your member subscriptions. Track memberships by date range, status, and location to stay on top of upcoming renewals and overall program growth.
Stay tuned for additional improvements coming to our memberships in module in a future release!
New! Upcoming Payments Report
Monitor your scheduled recurring payments and sent payment requests with our new Upcoming Payments report. Customize your report analysis to track payment status, amounts due, amounts received, and the associated financial estimate, invoice, or package. Staying on top of your pending payments is a breeze!
Patient Credit Report Improvements
Tracking patient credits now includes more report customization options, allowing you analyze and act on your outstanding credits with precision. We’ve added filtering options by date range and credit sources to help you optimize how your report metrics are viewed.
