Reports settings

Clinic admins find the Reports settings in Clinic Settings → Reports.

Overview

Shows when each tool last got a report (Follow Ups last report and QA last report) and how many staff names there are. It warns you if names aren't matched, if no reports have been uploaded, or if the last one came in more than 7 days ago. Tap Upload reports to go straight to the Reports tool.

Staff Names

The same shared list as on the upload page. Match each name the reports use to a Person (shown if your clinic uses QA), and set how it reads In messages to clients (shown if your clinic uses Follow Ups). Changes save as you go.

QA

If your clinic uses QA, this tab sets Report flags, which visit types expect a rebook and checkout, whether to Audit visits with no appointment, and the Recommendations to look for.

Follow Ups

If your clinic uses Follow Ups, this tab explains what each report adds, with a link to your follow-up types.

Related

• Upload your Digitail reports