Practice Dashboard

This dashboard serves as a centralised hub for aggregating social media reviews, specifically from Facebook and Google. It features a wide range of configurable widgets, charts and tables, offering customers the flexibility to view and analyse data from both platforms seamlessly. The dashboard displays key metrics such as Reviews, Review Distribution, a Google vs. Facebook Activity Comparison, Top Sources doughnut chart, Total Facebook Likes, and more, each of which can be customised to suit the customer's needs. Notable features include Most Recent Reviews (with the ability to respond directly from the dashboard without needing to visit Facebook or Google), a Review Details pop-up for in-depth analysis, and Patient Review Analysis, among others. This tool is highly practical and customisable for comprehensive review management.

The Import Financials section of the platform allows users to connect their QuickBooks Online accounts and seamlessly integrate financial data into the Practice Dashboard, which is then displayed on the Finance Dashboard. With direct access to QuickBooks, the platform automatically pulls financial information without requiring manual data entry or CSV uploads, making the process efficient and error-free. The dashboard presents various types of charts and graphs that leverage the data retrieved via the QuickBooks API. The platform can extract numerous data points, giving users the flexibility to create their own custom charts by selecting the specific data they wish to display. Users have full control over how the information is presented, tailoring the dashboard to their unique needs. Some of the key widgets and tools included in the Finance Dashboard are Revenue, Profit, Profit per Visit, Revenue by Location, Total Expense, Average Collected per Visit, and Marketing Expense per Visit, amongst others. The platform ensures that users can effectively manage and visualise their financial data in a way that best supports their practice's financial oversight and decision-making.

The Visit Scheduler is a powerful tool that helps marketing staff and managers efficiently track and assign marketing visits. With three easy-to-navigate views – Day, Week, and Month – users can quickly access past and future appointments, manage details, or create new ones with just a few clicks. Labels such as Marketing, Therapist, Email, and more, provide clear identification of visit types, whilst integration with the mailing system ensures timely notifications for new, pending or overdue appointments. The 30-minute interval display makes it easy to create or modify entries, streamlining the scheduling process. Users can assign visits, choose categories, set start and end times, and add notes. Visits are automatically assigned to the selected staff member and the calendar view allows users to document visits tied to events they've either created or had assigned to them. When clicking on a calendar entry, a pre-populated 'New Visit' page appears, displaying relevant details such as provider name, date and visit type. If a staff member cancels an assigned visit, the manager is automatically notified, and vice versa, ensuring smooth communication and coordination.

The Audit Log interface provides Practice Dashboard administrators with a robust tool to track and review virtually every action within the platform. It logs key activities such as user logins, database alterations, new user creation, updates to access levels, file access, operating system logs, firewall activity, anti-malware scans, and more. Each log entry includes essential details such as company name, date and time, the responsible user, their role, the affected section, and the reason for the change, if provided. Administrators can readily review the history of actions, ensuring compliance and security across the platform. Advanced search features allow filtering by keywords, actions, or company, making it straightforward to find specific events. The interface enhances oversight by offering clear, searchable logs for complete transparency and control. This feature helps meet regulatory requirements, improve security, and ensure visibility over all user and system interactions.