To follow up: unbilled visits, forms and patients with nothing booked
Loose ends worth checking each week, with a button to send forms again.
Where to find it
Reports → To follow up, for the owner, reception and admin. The buttons at the top jump to each list and show how many are in it.
Visits not billed
Completed visits from the last 180 days that have no bill, or a £0 bill left open. Open a visit to check it out. Visits a package session paid for, free visits and visits a funder pays in full don't need a bill. Below the list, visits waiting to go on a funder's invoice are counted by funder, with a link to raise those invoices.
Forms not returned
Forms sent to patients (by staff from a record, or automatically after a visit) that haven't been filled in, with how long ago they were sent and whether the link has run out. Send again emails the same link (and texts it, if they've agreed to texts) and gives it another 30 days.
Patients with nothing booked
Patients who had a completed visit in the last 3, 6, 12 or 18 months, with no appointment coming up and no recall waiting to go to them, longest gap first. Call or message them, or let a recall do it for you: Settings → Messages has recalls and "come back" messages that go automatically after a visit, and a patient with a recall on its way drops off this list.