Clinic team

Overview

A snapshot of clinic revenue and appointment activity.

This page has no sections.

Open Reporting → Overview. Practitioners do not see the Reporting menu.

The page is a morning snapshot — not a full report. You get two charts with a date filter:

Revenue — billed invoice totals over the period, minus refunds.
Appointments — visit counts by Scheduled, Completed, Cancelled, and No Show.

Use the other Reporting pages for filters, tables, and Download / Print. They appear in the same order here as they do in the app.