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"Power diary helps with our day to day scheduling of patient appointments. However we would like to see more reports more accurately reported ie distinguishing online bookings and bookings made with our receptionists, a report to show numbers would be terrific. The new clients report is unfortunately not very accurate. This report currently brings up old patients that haven't been in the last few years and places them on the report as new clients. This report also reports some clients as seen by a specific practitioner when in fact they have been seen by someone else. More accuracy on these reports would really be beneficial for our business in determining number reporting for our records."
Posted 1 year ago
Hi Zach, Thanks for reviewing us. We recently added a function so that you can flag appointments that are made via your Client Portal. This also allows you to run reports on the number of Client Portal appointments booked etc. To do this go to Setup > Custom Lists and add a new Appointment Flag. Then go to Setup > Client Portal and set your 'Client Portal Appointment Flag'. That's it - the rest will happen automatically.

The issue you described with the client report seems very odd indeed! We haven't had reports of anything like this. If you could send through some details to our Support Team (support@powerdiary.com) we'd love to look into this for you. The information that would be most helpful is the name of the report you are using, the filter settings you're using (a screenshot would be great) and the details of any results that don't match what you're expecting.

Thanks again for the review! - Damien
Posted 1 year ago
Power Diary is rated 4.57 based on 168 reviews

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