Detailed Reporting & Data Management
The system features three powerful reporting modules designed to streamline financial tracking, staff performance, and client management. The Coupon Usage & Invoicing Report monitors promotional activity by filtering customer and company data, allowing for instant invoice generation through smart checkboxes that automatically hide for unused or already-invoiced coupons. The Doctor Appointment & Revenue Report provides a clear view of total appointments and costs by type, offering flexible filtering by branch and date range with full export capabilities for administrative review. Finally, the Customer Engagement Report tracks the complete client journey—including pending, completed, and next appointment dates—allowing users to customize data fields by name or mobile number and export comprehensive records for better follow-up and clinical tracking.
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Where to show Appointment Reports? To access your comprehensive reporting suite, navigate to the Advance tab located on the main page of the system. Under this section, you can manage the following three core modules:
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Appointment Coupon Report
The Appointment Coupon Report serves as a centralized financial and administrative hub for managing promotional discounts and corporate billing. This report allows you to track exactly which coupons are being utilized and by whom, providing a transparent view of adjusted revenue.
Comprehensive Data TrackingThe report generates a detailed list of coupon activity, capturing essential information for every transaction:
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Financial Metrics: The system tracks the initial coupon Amount, the Left Amount (if the coupon is reusable or partially used), and the overall usage Status.
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Management Tools: Administrators have the flexibility to Edit coupon details or Delete entries if an error was made or a promotion needs to be revoked.
Smart Filtering and Invoicing Logic
The report includes built-in intelligence to simplify bulk billing for corporate clients:
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Company Filters: When you filter the report by a specific Company, the interface adapts to show a checkbox next to coupon codes.
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Automated Invoice Creation: By selecting these checkboxes, you can instantly generate an invoice for all selected coupon uses in one action.
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Duplicate and Error Prevention: To maintain accounting integrity, the system automatically hides the checkbox if an invoice has already been created for that specific coupon or if the coupon remains unused. This ensures that you only bill for completed transactions and never double-charge a client.
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Appointment Doctor Report
The Appointment Doctor Report is a specialized analytical tool located within the Advance tab on the main page, designed to provide a clear view of staff productivity and branch-level revenue. This report allows administrators to monitor the performance of medical professionals and financial outcomes with precision.
Key Tracking Features
Customization and Portability
In the Doctor Setting Modal, you have full control over your staff roster with a user-friendly drag-and-drop interface. This feature allows you to seamlessly add or remove doctors from active status or specific branch assignments by simply moving their profiles within the modal. This visual approach ensures that managing your team is intuitive, fast, and eliminates the need for complex manual entries. |
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Customer Appointment Report The Customer Appointment Report, located in the Advance tab, provides a 360-degree view of the client journey, making it essential for maintaining strong relationships and ensuring no follow-ups are missed.
Core Tracking & Status
Search & Dynamic Customization
Reporting & Portability
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