Appointments: Overview of appointments, including counts by status, provider, appointment type, eBooking and reason for visit.

Scheduling Hours: Hours worked by booked appointments with provider and appointment type.

Billing Audit Rejections: Overview of all rejected, pending and draft provincial claims by service date.

Billing Outstanding Insured: Overview of all outstanding insured billing (provincial and custom billing agencies) by service date, provider, tariff and facility. Includes detailed accounts receivable.

Billing Outstanding Private: Overview of all outstanding private billing by service date, provider, tariff and facility. Includes detailed accounts receivable.

Billing Audit Visits: Visit audit to ensure all patients seen are billed. Claims should be submitted before the 3–6 month cut-off date.

CDM Mass Billing (British Columbia): List of Chronic Disease Management (CDM) patients that need to be billed for.

Billing Invoice Lookup: Third-party invoice lookup by patient identifier and claim number.

Billing Payment Insured: Insured (provincial and third-party billing) payment reports by services date, provider, pay method (cash, cheque, credit card, debit) and fee code.

Billing Payment Private: Private payment reports by services date, provider, pay method (cash, cheque, visa, etc.) and fee code.

Billing Month End (All / Insured / Private): Standard accrual accounting reports by billed/paid/write off with accounts receivable.

Billing Payment Percentages: Percentage paid by agency, provider and fee code.

WSIB ESP Payments: Track claims and payments from WorkSafe BC.

Provider / User Inbox Audit: Overview of messages, faxes, appointments, encounters, referrals, files, and Qnaires created by user/provider and incomplete items.

Injections: Overview of all injections, including totals by injection, provider, age and gender.

Patient Messages: Overview of patient portal messages including counts by provider, unread vs read with message titles.

Patient Search: Search your patient list using 20+ different common filters ranging from appointments, encounters, medications, Qnaires to Patient Data information.

PROMs From Appointments: Patient reported outcome measure scoring over time from pre-surgery to multiple tiers post surgery based on appointment tasks.

PROMs From Referrals: Patient reported outcome measure scoring over time from pre-surgery to multiple tiers post surgery based on booked referrals.

Qnaires: Overview of completed Qnaires, including completed counts, trended over time, by different Qnaires, average scores, and patient information such as age and gender.

Average Wait Times: Referrals with associated appointments, looking at the time between referrals added date and the appointment start dates. Separated into appointment types, priorities, waitlists, service providers, and completed surgeries (appointments).

Open Referrals: Referrals not yet booked with appointments, looking at totals and waiting time (time between referral added and now), by provider, status, priority, waitlist, presenting issue, and patient demographics (age and gender).

Audit: Auditing all the actions users are performing in patient charts, filterable on what kind of actions, users, patients and when the actions occurred.

Logins: Tracking when users are logging into the platform, including after hours, when they last logged in, offsite logins and failed login attempts.

SMS Sent: Track how many SMS messages have been sent this month, to avoid SMS overage charges.

Visits: Overview of visits/encounters created, including trend of linked appointments and their statuses, totals signed/unsigned, which users have unsigned encounters.

Data Slice: Appointments, Cases, Encounters, Patient Data and Practitioners. Standard data extracts on common tables including common filters.