Reports & Analytics

Practice reports, collections, doctor productivity and dashboards.

151 articles

"Clinic Health Risk" naam ka alert kyun aaya? Jab koi Practice Health / Watch list page kholta hai aur Watch list me HIGH chetavni hoti hai (vasooli 60% se kam, ya AR…
"Why billed and collected differ" card ki teen lines ka matlab kya hai? Ye card tab aata hai jab Billed aur Collected me farak ho. Teen lines: 'Bills with no payment recorded' (is period ke bills…
ABC Analysis se kaunse treatment ya medicine sabse zyada kamate hain kaise dekhe? Insights → Clinic Health → Money & Doctors → "ABC Analysis": Entity me "Treatments" ya "Medicines (pharmacy)" chuno, From / To…
Agle mahine kitna cash aayega — koi forecast milta hai kya? Insights → Clinic Health → Money & Doctors → "Cash Flow Forecast": Horizon (days) 30 / 60 / 90 chuno → "Refresh". Cards: Avg…
AI Analyst aur Query Builder me kya fark hai? Do alag tool: (1) Insights → Clinic Health → AI & Alerts → Analyst Insights ("Veeransh Data Analyst") — app khud niyam (rules)…
AI Front Desk Analytics me Booking Rate, Auto-Resolve Rate ka matlab? AI Front Desk → "Analytics" tab pichhle 30 din dikhata hai: "Total Threads", "Booking Rate" (baat appointment par khatam),…
AI Insights ke "Recare Queue" se purane patient ko WhatsApp kaise bheje? Insights → Clinic Health → AI & Alerts → AI Insights → "Recare Queue" tab: 6+ mahine se na aaye patients ki list (naam, UHID,…
AI Insights ke Outcome Stats me "No outcome data yet" kyun aata hai? "Outcome Stats" tab treatment ke baad ke follow-up records se banta hai. Jab tak kisi treatment ka outcome (success / partial…
AI Insights me NO-SHOW % aur RETAIN number ka matlab kya hai? "Today's Risk" card par baayein NO-SHOW % = patient ke pichhle appointments me se kitne % me wo nahi aaya (naya patient =…
AI Insights page ke 4 tab kya dikhate hain? Insights → Clinic Health → AI & Alerts → AI Insights me 4 tab: "Today's Risk" (aaj ke appointment wale patients ka NO-SHOW %…
AI Practice Valuation me clinic ki value kaise nikalti hai? Insights → Valuation → "Overview": pichhle 12 mahine ke bills ka total × multiplier = "MID ★" value; "LOW" = mid ka 75%,…
Analyst insight par 👍 👎 ya ✕ dabane se kya hota hai? Har insight card par teen chhote button hain: "Helpful" (👍), "Not helpful" (👎) aur "Dismiss" (✕). Inka maksad rule ka Score…
Analyst insight par URGENT, WARNING, INFO ka matlab kya hai? Har Analyst insight ke upar ek tag hota hai: URGENT = turant dekho (jaise revenue 15%+ gira, no-show spike, ₹50,000+ dues 60…
Bank loan ke liye clinic ki valuation report PDF chahiye — kahan se nikalu? Insights → Valuation → upar "Open 5-page report" — nayi tab me 5 page ki report khulti hai aur print dialog apne aap aata hai;…
Bill Recycle Bin me bheja — reports me ab bhi count hoga kya? Nahi — bin me jate hi bill saare reports, P&L aur receivables se turant hat jata hai. Restore karoge to numbers wapas aa jayenge.
Billing zyada par collection kam — paisa kahan atka hai? Billing bill-date se ginti hai, collection payment se. Gap = udhaar. AR Ageing me buckets dekho aur Billing → Pending Payments…
CA ko TDS ka quarter-wise hisaab chahiye — TDS entries kahan milengi? Billing → Expenses & GST → GST & CA → GST Filing Hub → "TDS" tab: har entry ke saath FY aur Quarter (Apr–Jun = Q1 … Jan–Mar =…
CA ne GST filing ka data manga — GSTR-1 JSON aur 3B worksheet kahan se nikalu? Billing → Expenses & GST → GST & CA → GST Filing Hub (menu me hai): "GST Filing" tab par mahina chuno → "Download portal JSON"…
Case Acceptance ka Doctor Leaderboard kya batata hai? Insights → Clinic Health → Case Acceptance → "Doctor Leaderboard": har doctor ke is mahine ke plans — "Presented", "Accepted",…
Case Acceptance me Presented, Accepted, Scheduled, Done ka matlab kya hai? Insights → Clinic Health → Case Acceptance ke cards: "Presented" = is mahine bane plans jo patient ko 📤 Present kiye gaye…
Case Acceptance Meter ka % aur hara, peela, laal rang kya batata hai? Case Acceptance Meter (Insights → Clinic Health → Case Acceptance ke upar wali patti) me "Today", "This Week" (pichhle 7 din)…
Cash Flow Forecast me Outstanding Collect sirf 30, 60, 90 din par kyun dikhta hai? Forecast aapka poora bakaya (Outstanding Balance) teen tukdo me maanta hai: 50% aaj se 30ve din, 30% 60ve din aur 20% 90ve…
Cash liya par entry nahi hui, Money page se aise bills kaise pakde? Insights ka "Money (traceable)" page → period chuno (jaise 'Yesterday') → 'Billed − Collected' tile dabao. Drawer me 'Bills…
Churn Risk score kaise banta hai aur 70/100 ka matlab kya? Churn Risk patient ke aakhri visit ko uske aam gap se milata hai. Visit = appointment jiska status "PT Out" ya "Engage" hua.…
Clinic Forecast ka andaza kaise banta hai aur kitna sahi hai? Forecast clinic ke apne pichhle 24 mahine ke record se banta hai: pichhle 3 mahine ka average, 13+ mahine data ho to pichhle…
Clinic Forecast ke Treatments tab me Rising aur Falling ka matlab? "Treatments this month" table: har treatment ka "Expected this month", "Done so far", "Usual / month", "Trend" aur "Planned,…
Clinic Forecast nahi dikh raha ya "in beta" error aa raha hai? Clinic Forecast abhi sirf beta clinics me chalu hai aur sirf owner / admin dekh sakte hain. Non-beta clinic me Owner View ke…
Clinic Forecast se kin patients ko call karna hai kaise pata kare? Forecast → "Patients" tab: "Likely to come — recall due" (agle 30 din me due ya 90 din tak overdue recall, patient abhi booked…
Clinic Health ke Practice Health, Owner View aur Forecast kaun dekh sakta hai? Practice Health aur Watch list har staff login (doctor, receptionist, owner, admin) dekh sakta hai. Owner View ke doctor-wise…
Clinic Health me "AI & Alerts" section me kya-kya hai? Insights → Clinic Health → AI & Alerts me 4 pill hain: "AI Insights" (aaj ke patients ka no-show risk, recare list, pharmacy…
Clinic Health Watch List me kaun si chetavni kab aati hai? Insights → Clinic Health → Practice Health → Clinic Health Watch List (metric cards ke neeche "Watch list"): High = vasooli…
Clinic ka overall business score (Practice Health) kahan dekhe — sab theek chal raha ya nahi? Insights → Clinic Health → Practice Health me clinic ka 0–100 score aur A+…D grade milta hai — 8 business metrics ka weighted…
Clinic ka sabse bada bill aur average bill kaise dekhe? Billing → Expenses & GST → Expenses → "Analyzer" → "🧾 Bill Analysis": "Total Bills", "Average Bill", "Highest Bill", "Lowest…
Clinic ki value/valuation kitni hai (AI Valuation)? Insights → Valuation (AI Practice Valuation) clinic ke pichhle 12 mahine ke bills, patients, treatments aur expenses se…
Dashboard ka aaj ka revenue aur Day Book ka total alag kyu dikh raha? Dashboard/D.A.R.T. aaj bane bills ka total dikhata hai, Mode-wise/Cash Flow aaj aaye payments ka. Bill kal ka, payment aaj ka…
Do branch ya do doctor me kaun zyada kama raha, side-by-side kaise dekhu? Insights → Clinic Health → Money & Doctors → "Doctor / Branch" tab: From / To chuno → "Refresh". "Doctor Revenue" table…
Doctor / Branch tab me Branch Revenue table kyun nahi dikh rahi? "Branch Revenue" table tabhi dikhti hai jab chuni hui tareekhon me ek se zyada branch ke bills hon. Ek hi branch (ya sab bills…
Doctor Morning Brief kya hai aur kaise chalu kare? Setup → Settings → Auto Messages → Doctor Morning Brief (owner / admin): "✅ Enabled" on, "Send at hour (IST 24h)" (5 se 12,…
Doctor Productivity me ek doctor ka revenue zero — usne kaam kiya phir bhi? Uske treatments me doctor select nahi hua tha, ya treatments abhi bhi planned status me hain. Treatment edit karke doctor…
Doctor Revenue me "Unassigned" ya "Deleted doctor" row kyun aa rahi hai? "Unassigned" me wo bills hain jin par koi doctor laga hi nahi tha. "Deleted doctor" me wo bills hain jinka doctor ab doctor…
Doctor Utilization me Busy Hrs aur Utilization % ka matlab kya hai? Today → Calendar → Smart Schedule → "📊 Doctor Utilization": mahina chuno (pichhle 6 mahine). Har doctor ki row: Appointments,…
Doctor wise revenue (kis doctor ne kitna bill karwaya) kaise dekhe? Insights → Clinic Health → Money & Doctors → "Doctor / Branch": From / To chuno → "Refresh". "Doctor Revenue" table me har…
Expense Analyzer me agle mahine ka Predicted Expense kaise banta hai? Billing → Expenses & GST → Expenses → "Analyzer" → "🤖 AI Predictions": pichhle 6 mahine (chalu mahina bhi) ke kharche aur…
Fraud Detection kin cheezon par alert deta hai? Fraud Detection 5 pattern dhoondhta hai: (1) Cash-heavy din — din ki kul wasooli ₹10,000+, 5+ payment aur 85%+ cash (Medium);…
Fraud Detection me 7 din ya 6 mahine ka scan kaise chalaye? Fraud Detection page par "Window:" dropdown se "Last 7 days", "Last 30 days", "Last 90 days" ya "Last 6 months" chuno, phir…
GST report me sab zero kyu — dental bills pe GST kyu nahi dikh raha? Ye sahi hai — dental treatments healthcare-exempt hain (0% GST). GST sirf goods (medicine, kit) par lagta hai. GST Report me…
Huddle ke Yesterday's snapshot me Production aur Collections ka matlab? Today → Huddle → "Yesterday's snapshot": Production = kal bane saare bills ka total ₹; Collections = kal aaye payments ka…
Huddle me Doctor MTD target aur Daily Target kaise nikalta hai? Today → Huddle → "Doctor MTD production vs target": har active doctor ke is mahine done hue treatments ka total ₹ / target,…
Insights Hub, Executive Dashboard aur Full Analytics kahan gaye? Sab ab Insights → Clinic Health ke sub-tabs me hain: Practice Health / Health Score → "Practice Health"; Executive Dashboard /…
Is Diwali season ka business pichhli Diwali se compare karna hai — kaise? Built-in year-vs-year overlay nahi hai — same report do custom ranges me chalao (is saal ka festive window vs pichhle saal ka)…
Is hafte collection achanak gir gaya — operations me kya check karu? Pehle dekho patients aaye hi nahi ya aaye par paisa nahi mila. No-Show Rate, Cancel by Reason aur Slot Heatmap — teeno se…
Is mahine ka kharcha pichhle mahine se compare kaise kare? Billing → Expenses & GST → Expenses → "Analyzer" → "📂 Category Breakdown": upar "This Month" aur "Last Month" ka total, aur…
Is mahine revenue kam lag raha hai jabki kaam pura hua — kahan se check karu? Pehle tay karo billing dekh rahe ho ya vasooli. Billing: Insights → Reports → "Money" → "P&L Statement" (pura mahina).…
Kal ki bhooli bill entry aaj daali — report kis din me ginega? Report bill ki date se ginta hai. Kal ki date chahiye to owner / admin Setup → Admin → Users & Policy → Back-dated Entry me…
Kaunsa doctor sabse productive — revenue, completion, no-show ek saath kaise compare karu? Insights → Reports → Staff & Doctors → Doctor Productivity — range set karo. Revenue, completed vs planned, no-show rate,…
Kaunsa treatment ghate me ja raha — lab cost ke baad margin kaise dekhu? Treatment-wise kamai vs kharcha ke liye Billing → Expenses & GST → Expenses → Profitability kholo (lab aur commission ka…
Kaunsi chair khali padi rehti aur kaunsi kama rahi — kaise dekhu? Insights → Reports → Operations me Chair Revenue (operatory-wise kamai), Slot Utilization Heat (kaunse time khali) aur Doctor…
Kharcha kis cheez me sabse zyada ja raha — kaise pata karu? Billing → Expenses & GST → Expenses → "Profit & Loss" tab ka "Expense Breakdown by Category" (upar chuni date range me har…
Kis treatment ka success rate kitna hai kaise dekhe? Treatment → Clinical → Quality → Treatment Outcomes → "📊 Success Rates" tab. Har treatment naam ki line: Total, Success Rate,…
Kis vendor ko kitna paisa diya, kaise dekhe? Billing → Expenses & GST → Expenses → "Analyzer" → "🏪 Vendor Analysis": har vendor ka "Top Category", "Total Spent",…
Kisi ek patient ka risk score kaha dekhe? Ek patient ka risk score dekhne ki alag jagah (patient chart me) nahi hai. Insights → Clinic Health → Patients → Risk Scores…
Koi bhi report Excel me CA/accountant ko bhejni hai — export kahan hai? Har report ke upar 📊 Excel aur 🖨 Print buttons hain — kisi bhi report par kaam karte hain. Books ke tabs me CSV export alag…
Lab me kis technician pe kitna kaam hai aur remake kitne — Load Board kahan dekhe? ORALAB me Production → 📊 Load Board par har technician ka open/overdue load + stage-wise WIP bottleneck dikhta hai, aur…
Mere patients kis area se sabse zyada aate hain — map pe kaise dekhu? Mission Control ke Overview par "🗺️ Patients by area" box (pichhle 3 mahine, top areas, GAP chip) aur "View full map →".…
Mission Control ka Collected ya Billed number Reports se alag kyun dikhta hai? Mission Control sirf AAJ (clinic ka IST din) dikhata hai: Billed = aaj ki date ke final bills, Collected = aaj aaye payments…
Mission Control ke "Today's mission" ring me Collected, Billed, Gap ka matlab? Today → Mission Control → "Mission" tab → "Today's mission" card: hara (solid) arc = aaj ka paisa jo sach me mila (Collected),…
Mission Control ke Care tab me Doctor board aur doctor delay kya batata hai? Today → Mission Control → "Care" tab → "Doctor board": har doctor ki live halat — "In chair" ya "Free", abhi kaun patient /…
Mission Control ke kisi number ki detail (drill-down) kaise dekhe? Upar ki patti ka koi box click karo — us number ka tab khulta hai (paisa → Money, wait/chair → Floor, lab → Lab, delay →…
Mission Control ke upar wali patti (Collected, Gap vs billed, Waiting, Lab bench) kya hai? Today → Mission Control ke upar hamesha dikhne wali pulse strip: "Collected" (aaj mila paisa + vasooli %), "Gap vs billed",…
Mission Control me "Next best actions" list kya hai aur kis order me aati hai? Today → Mission Control → "Mission" tab → "Next best actions": abhi kya karna sabse zaroori hai, number 1, 2, 3… me. Order =…
Mission Control me daily target ₹20,000 kahan se aaya, apna target kaise badle? Daily target abhi badla nahi ja sakta: ye fixed ₹5,00,000 mahina ÷ 25 working days = ₹20,000 roz hai. Mission tab ki ring aur…
Mission Control me kal ya purani date ka data kaise dekhe? Mission Control me date chunne ka option nahi hai — ye hamesha AAJ (clinic ka IST din) dikhata hai. Kal ya kisi range ka…
Mission tab ke "AI operator" cards (Revenue risk, Uncollected today) kya hain? Today → Mission Control → "Mission" tab ke neeche "AI operator" card row: har card ek samasya + ek button — "Revenue risk"…
Mission tab me "Floor status" number (0 se 100) kya hai? Today → Mission Control → "Mission" tab → "Today's mission" card ke header me "Floor status" = abhi ki clinic ki halat 0–100…
Mode-wise Collection me 'unknown' mode dikh raha — ye kya hai? Wo payments hain jo bina mode select kiye save hue. Us din ke payments kholke mode set karo; aage se entry par mode choose…
Money (traceable) page ka data Excel me download ya print kaise kare? Money (traceable) page par download, CSV ya print ka button nahi hai — ye sirf screen par dekhne aur number ke peeche ki list…
Money (traceable) page kya hai aur kaise use kare? Insights ka "Money (traceable)" page kholo. Upar period chuno (Today / Yesterday / Last 7 days / This month / Last month /…
Money & Doctors ka data Excel ya CSV me kaise nikale? Web par Money & Doctors me koi Export / Print button nahi hai. Mobile app me "Profit" aur "Doctors" tab par "CSV" button hai —…
Money & Doctors ka Revenue aur Day End ke jama paise me farak kyun hai? Profit Center, Doctor / Branch aur ABC (Treatments) me Revenue = jitne ka bill bana (final / partial-paid / paid / credited),…
Money & Doctors, Patient LTV ya Risk Scores khaali ya "Forbidden" kyun aata hai? Ye teeno screens sirf Owner / Admin login ke liye hain. Doctor, receptionist ya dusre staff login me data nahi aata: web par…
Money page ka Net Cash aur Books ka Net Profit alag kyu aata hai? Dono alag hisaab hain. Money page ka Net Cash = is period me aaya paisa (Collected) minus is period ke kharche — seedha cash.…
Money page ke Expenses, Net Cash, Refunds aur Credit Notes tiles ka matlab kya hai? Expenses = is period me daale gaye kharche (Recycle Bin wale nahi). Net Cash = Collected minus usi period ke Expenses. Refunds…
Money page me cash, UPI mode-wise aur din-wise paisa kaha dikhta hai? Insights ka "Money (traceable)" page → neeche scroll karo. 'Collected by payment mode' table me har mode (cash, upi, card…) ki…
Money page me kaunse bills aur payments nahi gine jaate? Billed me sirf asli issued bills ginte hain — draft, cancelled aur proforma (quotation) bills nahi ginte, aur Recycle Bin wale…
Money page me Today, This month ya apni date range kaise chune? Insights ka "Money (traceable)" page → upar pills: 'Today', 'Yesterday', 'Last 7 days', 'This month', 'Last month', 'This FY'.…
Money page par kisi number par click karne se kya list khulti hai? Number par click karte hi dahini taraf drawer khulta hai jisme wo saari entries hoti hain jinse number bana. Billed par 'Bills…
Month end pe associate doctor ka hissa (payout) kaise nikalu? Mahine ka doctor-wise kaam: Insights → Reports → "Staff & Doctors" → "Doctor Productivity" (From / To = mahina). Commission…
Month end pe owner ko kaunse reports dekhne chahiye — 10 minute ka routine? 6 reports ka fixed routine: P&L, Mode-wise, AR Ageing, Doctor Productivity, Case Acceptance, Practice Health — sab Insights ke…
Naye clinic me Practice Health score kam ya 50/60 par atka kyun hai? Jahan data nahi hai wahan card neutral score leta hai: Recall Effectiveness, Treatment Acceptance aur Reappointment Rate = 60,…
Naye patient badh rahe par revenue flat — kya dekhna chahiye? Matlab patients aa rahe par treatment accept nahi kar rahe ya low-value kaam ho raha. Case Acceptance Meter, Prospect List aur…
No-Show Risk score kaise banta hai? No-Show Risk = (No-show wale appointment ÷ kul appointment) × 80, aur aakhri visit 180 din se purana ho to +10. Jiska koi…
Open Slot Filler Analytics me Fill Rate aur Avg Time to Fill kya hai? Open Slot Filler → "Analytics" tab: Invites Sent (kul invites), Slots Re-Filled (jin invites se booking hui), Fill Rate (Slots…
Overview ka "Today's Goal" card (Expected Revenue, Daily Target) kya batata hai? Overview tab ke upar "TODAY'S GOAL" card: "Today's Appointments" (aaj ke, cancelled chhodkar; kitne seen · upcoming),…
Overview ka vasooli % aur Money tab ka vasooli % alag kyun hai? Dono alag sawaal hain. Money tab / upar ki patti ka vasooli % = sirf AAJ ka (aaj mila ÷ aaj ka billed). Overview ka vasooli %…
Overview ke "Calls due" aur "Full analytics →" button kahan le jaate hain? Overview tab ke header me: "Calls due" (number ke saath) = aaj ke due callback → Patient Connect → Calls → Calling Mode khulta…
Overview ke Receivables, 90+ Overdue, VIP / Loyal aur 30-Day Forecast tile kya batate hain? Overview → "KPIs & business intelligence" ki doosri line: "Receivables" = patients par kul baaki (+ kitne patients; click →…
Overview ke Total Patients, Today's New, Total Revenue tile kya ginte hain? Today → Mission Control → "Overview" → "KPIs & business intelligence": "Total Patients" = clinic ke sab patients, "Today's…
Overview me "Top patients (LTV)" aur "Top treatments" list kya hai? Overview tab par do list: "Top patients (LTV)" = sabse zyada kharch karne wale 5 patients (naam, visits, kitne din pehle aaye,…
Overview me Case Acceptance % kaise nikalta hai? Today → Mission Control → "Overview" → "Case Acceptance" tile ("done vs planned") = pichhle 90 din me Done hue treatments ÷…
Owner roz ORALZY me kya dekhe aur kya kare? Subah: Today → Huddle (kal ki production / vasooli, aaj ke appointments, bakaya) aur Today → Mission Control (Money tab). Din…
Owner View (Executive Dashboard) me kya kya dikhta hai? Insights → Clinic Health → Owner View ("📊 Executive Dashboard"): upar 6 tile — Today's Revenue, Total Revenue (all time),…
Owner View ke High-Churn-Risk aur Pending Incentives tile ka matlab? "High-Churn-Risk Patients" = churn risk score 75 ya zyada wale patients ki ginti (sabse zyada risk wale top 10 me se).…
Owner View me "Today's Revenue" vasooli hai ya billing? "Today's Revenue" = aaj (IST) ke bills ka total, yaani jo bill bana — haath me aaya paisa nahi. Neeche "N new patients" = aaj…
P&L me saara kharcha 'Other' me dikh raha — category breakup kaise sudharu? Insights → Reports → Money → "P&L Statement" abhi har kharche ko "Other" me dikhata hai, chahe category bhari ho — ye us…
Patient LTV ka Total Spend aur Visits kya batata hai? Total Spend = us patient ke saare bills ki kul rakam — sirf cancelled bill chhodta hai, draft bill bhi jud jaata hai — jo bill…
Patient LTV me koi patient dikh nahi raha ya Total Patients kam kyun hai? LTV me sirf wahi patient aate hain jinka kam se kam ek bill (cancelled nahi) bana hai. List me sirf top N (Total Spend ke…
Patient LTV me VIP, Loyal, Regular, New, Dormant kaise tay hota hai? Har patient ek hi segment me jaata hai, is kram me: Dormant = aakhri bill 180 din se purana; New = pehla bill pichhle 30 din…
Patients kaunse area se zyada aate hain — dashboard map pe kaise dekhe? Mission Control ke Overview par "🗺️ Patients by area" box (pichhle 3 mahine ke top areas, GAP chip) aur "View full map →".…
Payment Default Risk aur uska Outstanding kitna sahi hai? Payment Default Risk ka "Outstanding" abhi bharosemand nahi — ye patient ke saare bill ki rakam ko baaki maan leta hai, aaya…
Payment Trends me cash, UPI, card ka din ya mahine wise hisaab kaise dekhe? Insights → Clinic Health → Money & Doctors → "Payment Trends": From, To aur Granularity (Daily / Monthly) chuno → "Refresh".…
Practice Health ka score update kyun nahi hua, Recompute kab dabaye? Practice Health ka score 6 ghante tak yaad rakha jaata hai, isliye naya bill ya appointment turant nahi dikhta. Upar…
Practice Health ke 8 metric cards ka score kaise ginta hai? New Patient Growth = pichhle 30 din ke naye patient ÷ 20 (20 = 100). Schedule Utilization = pichhle 30 din me bani…
Practice Health ke Operations panel ke numbers ka matlab kya hai? "Operations" panel me 4 ginti: "Low stock items" (stock reorder level ya usse kam), "Medicines expiring" (30 din ke andar…
Practice Health score kaise badhaye? Insights → Clinic Health → Practice Health par "Top 3 actions this week" se shuru karo — ye 3 sabse kam score wale cards ke…
Practice Health score kaise banta hai aur grade ka matlab kya hai? Practice Health ka 0–100 score 8 metric cards ka weighted average hai: New Patient Growth 14, Treatment Acceptance 14, paise…
Practice Health ya Owner View ka print ya PDF kaise nikale? Practice Health, Watch list, Owner View aur Clinic Forecast me koi Print, PDF ya Export button nahi hai — ye screen par dekhne…
Practice Summary ka total revenue bahut bada dikh raha — ye kis period ka hai? Practice Summary lifetime + this-month + this-year teeno totals ek saath dikhata hai — bada number lifetime ka hai, month ka…
Practice valuation kam aa rahi hai — value badhane ke liye kya karu? Insights → Valuation → "Drivers" tab me 5 hisse ("Revenue", "Patient base", munafa (EBITDA), "Growth", "Retention") ka 0–100…
Profit Center ka "Est. Cost" kya hai, asli kharcha kyun nahi dikhta? Profit Center ka Est. Cost sirf ek andaza hai: treatment ki line par revenue ka 30% aur medicine / consumable line par 60%…
Profit Center me kaunsa treatment kitna kama raha hai kaise dekhe? Insights → Clinic Health → Money & Doctors → "Profit Center" tab: From aur To date chuno → "Refresh". Upar 4 card: Revenue,…
Profit Center, Patient LTV, ABC Analysis jaise deep dashboards kahan hain? Insights → Clinic Health → Money & Doctors me hain — Profit Center, Payment Trends, Cash Flow Forecast, Doctor/Branch, ABC…
Purana Analytics Hub, Full Analytics ya Insights Hub ab kaha hai? Purana "Analytics Hub" / "Full Analytics" ab Insights → Clinic Health → Money & Doctors hai. Purane "Insights Hub" / "Owner…
Purana udhaar kis se pehle vasoolu — priority list kaise banau? AR Ageing ke buckets se purana paisa pehle, Receivables se bade amounts pehle. Billing → Pending Payments → AI Recovery ka…
Purane bill ka payment is mahine aaya — monthly revenue me kyu nahi dikh raha? P&L bill ki date par revenue ginta hai — wo pichhle mahine gin chuka. Aaj aaya paisa Mode-wise Collection aur Cash Flow me…
Query Builder ki list me kaunse column aate hain, patient ka naam kyu nahi? Query Builder me har data ke fix column aate hain: patients — UHID, name, phone, email, dob, age, gender, address, city,…
Query Builder kya hai aur kahan milta hai? Insights → Clinic Health → Query Builder ("Custom Query Builder") — bina formula ke clinic ka data list me nikaalne ka tool.…
Query Builder me query save karke dobara kaise chalaye? Insights → Clinic Health → Query Builder → data (patients, bills…) chuno → upar "Save" → "Save query" box me naam (jaise…
Refund diya tha phir bhi revenue me gin raha — reports me refund kaise dikhta hai? Refund button se diya refund Reports page ki Money reports me nahi dikhta — uska jod Insights → Money (traceable) ke "Refunds"…
Report me wo column/filter nahi jo mujhe chahiye — apni report kaise banau? Insights → Clinic Health → Query Builder ("Custom Query Builder") — data list (patients, bills, payments, appointments,…
Reports ka P&L aur Books ka P&L alag number dikha rahe — kaunsa sahi manu? Dono sahi hain par source alag: Reports ka P&L bills+expenses ki list se banta hai, Books ka P&L double-entry ledger (journal…
Reports me kaunsi report kahan milegi? Insights → Reports → All Reports kholo. Upar hub buttons hain: "Daily Snapshot", "Money", "Receivables & Payables", "Patient…
Risk Scores apne aap kab update hote hain? Teen tarah: (1) roz ek baar apne aap saare patients ka score banta hai; (2) appointment No-show mark karne ya Cancel karne par…
Risk Scores me "No scores yet" aaye to "Recompute All" kaise kare? Insights → Clinic Health → Patients → Risk Scores → upar dahine "Recompute All" → popup "Recompute risk scores for ALL…
Risk Scores me churn, no-show aur payment risk wale patient kaise dekhe? Insights → Clinic Health → Patients → Risk Scores: upar teen card me se chuno: "Churn Risk" (wapas na aane wale), "No-Show…
Roz ka ek bharosemand number chahiye — kaunsa report subah dekhu? Daily Snapshot ka D.A.R.T. — aaj ke naye patients, appointments, treatments done aur revenue ek nazar me. Morning Brief bhi…
Saal bhar ka data CA ko ITR ke liye dena hai — kaunse exports du? Sabse aasaan: CA ko "CA Access (add your CA)" se login do; CA portal ke "Annual summary" (FY 1 April – 31 March, "Excel"),…
Sabse valuable patient kaun — Patient LTV aur segments kahan dekhe? Insights → Clinic Health → Patients → Patient LTV me (Ctrl+K → 'Patient LTV') har patient ki lifetime value dikhti hai — top…
Send EMI ke baad bhi patient Stale Plans list me kyu dikh raha hai? "Stale Plans (Awaiting Follow-up)" list sirf un plans ki hai jo abhi bhi Presented status me hain. "Send EMI" sirf message…
Source ROI me Ad spend ₹0 aur ROI "—" kyu dikh raha hai? Source Attribution ka Ad spend har lead par likhe ad kharche ko jodta hai, par abhi app me kisi lead par ad ka kharcha bharne…
Source ROI me Leads, Converted aur Revenue kaise gine jaate hain? Chune hue From–To me jitne leads bane wo "Leads". "Converted" sirf wo leads jinhe Leads Pipeline me "Convert → patient" se…
Staff billing ya discount me ghapla kar raha ho to software kaise pakde? Insights → Clinic Health → AI & Alerts → Fraud Detection me scan hai (Ctrl+K → 'Fraud Detection') — 7 se 180 din ki window me…
Stale plan wale patient ko "Send EMI" message kaise bheje? Insights → Clinic Health → Case Acceptance → neeche "Stale Plans (Awaiting Follow-up)" table me patient ki row par "Send EMI"…
Subah staff meeting ke liye Daily Huddle screen aur aaj ka plan/targets kahan dikhe? Sidebar → Today → Huddle me subah ki team-briefing screen hai (aaj ke appointments, high-risk patients, kal ka revenue, goals,…
Valuation ka Acquisition Ready checklist kya hai aur pass kaise kare? Insights → Valuation → "Acquisition Ready": 8 cheezein — "NABH module enabled", "GSTIN registered", "Books — recent day-end…
Valuation ka What-If simulator kaise chalaye? Insights → Valuation → "What-If" tab: sliders — "+ Extra chairs" (0–5), "+ Extra staff" (0–10), "Price raise %" (-10 se +30),…
Valuation ke Drivers aur Benchmarks tab me score 0–100 ka matlab kya hai? Insights → Valuation → "Drivers": 5 hisse — "Revenue", "Patient base", munafa (EBITDA), "Growth", "Retention" — har ek 0–100…
Valuation me Peer tier (Tier-1 Metro, Tier-2 City, Tier-3 Town) kaise badle? Insights → Valuation → upar "⚙️ Peer tier" → "💼 Practice Valuation — Peer Tier" box: "Auto-detect from branch PIN code" tick…
Veeransh Analyst kaun-kaun si cheezein check karta hai? "⚙ Rules" tab me default 13 rule: Revenue ↓ week-on-week (15%+ gira), Revenue ↑ unusual spike (40%+), Top treatment bookings…
Veeransh Analyst ke alerts apne aap kab bante hain? Har roz subah 06:30 IST app khud clinic ke Analyst rules chalata hai aur naye alerts "💡 Live Insights" me daal deta hai.…
Veeransh Analyst me "No insights yet" aa raha hai to kya kare? Insights → Clinic Health → AI & Alerts → Analyst Insights: owner/admin "Run sweep now" dabaye — ye pehle khud default rules…
Watch List ke Key metrics me apni date range kaise dekhe? Practice Health page par neeche "Key metrics" me "From" aur "To" date chuno → "Apply". Total patients, Production this month,…