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Reports

Which reports are available and what they mean

Understand the appointment, patient and revenue reports, and how to find patients who haven't rebooked.

Open Reports for a read on how the practice is doing. What you see depends on your plan — basic stats on Solo, full reporting with export on higher plans.

Appointments

How many appointments you've had over a period, and the split between completed, cancelled and no-shows. This is where you spot a rising no-show rate before it dents your income.

Patients

New patient intake over time, and your active patient count. A useful gauge of whether the practice is growing, holding steady or shrinking month to month.

Revenue

Invoiced and collected amounts, and what's outstanding, so you can see money owed at a glance. (Revenue reporting is on the Clinic plan and above.)

Finding patients who haven't rebooked

Rebooking is the single biggest driver of a healthy practice, so it's worth chasing. The best tool for this is recalls — set a recall when a patient should return, and work the recalls list so nobody quietly drops out of care. See setting up recalls.

Clinic Health

For a single joined-up view — retention, revenue, diary utilisation, attendance and more — see Clinic Health, which turns these signals into one score and a short list of actions.


On plans with export, you can download report data as CSV for your accountant or your own analysis.

Still need a hand?

Email us and a real person will help. For anything about a patient's care, contact your clinic.

Email hello@atlacare.com