Reports & Analytics

Practice reports, collections, doctor productivity and dashboards.

45 articles

Agle mahine kitna cash aayega — koi forecast milta hai kya? Dashboard → 📊 Full Analytics → Cash Flow Forecast tab — horizon (days) set karo, purane payment patterns se projection milta hai.
AI Analyst + Query Builder — data se sawal pucho AI Analyst se plain language me pucho ("pichle 3 mahine me kaunsa treatment sabse zyada hua?"); Query Builder se custom…
Bank loan ke liye clinic ki valuation report PDF chahiye — kahan se nikalu? Insights → Practice Valuation → 'Open 5-page report' button — clinic ke real data se bana 5-page PDF milta hai. Pop-up allow…
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 AI Cash-Flow Recovery se…
CA ko TDS ka quarter-wise hisaab chahiye — TDS entries kahan milengi? GST Filing Hub ka TDS tab — entries me FY aur quarter payment date se auto lagta hai; section-wise + quarter-wise summary…
CA ne GST filing ka data manga — GSTR-1 JSON aur 3B worksheet kahan se nikalu? Search (Cmd+K) me 'GST Filing' type karo — GST Filing Hub khulega: GSTR-1 portal JSON, 3B worksheet, filing calendar, ITC…
Clinic ka overall business score (Practice Health) kahan dekhe — sab theek chal raha ya nahi? Sidebar → Insights → Practice Health me clinic ka 0–100 score aur A+…D grade milta hai — 8 business metrics ka weighted…
Clinic ki value/valuation kitni hai (AI Valuation)? AI Practice Valuation aapke revenue, patient base, growth se clinic ki estimated value nikalta hai — bank loan ya partnership…
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/do doctor units me kaun zyada kama raha — side-by-side kaise dekhu? Dashboard → 📊 Full Analytics → Doctor / Branch tab me unit-wise breakdown milta hai; Reports me doctor filter se bhi har…
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…
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 pharmacy/goods sales par lagta hai; wahi report me…
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 revenue kam lag raha hai jabki kaam pura hua — kahan se check karu? Pehle confirm karo tum billing dekh rahe ho ya collection. Phir P&L, Open Treatments, AR Ageing aur Recycle Bin — chaar jagah…
Kal ki bhooli bill entry aaj daali — report kis din me ginega? Report bill ki date se ginta hai. Kal ki date chahiye to Settings → Clinic me 'Back-dated entry' toggle ON karke entry me kal…
Kaunsa doctor sabse productive — revenue, completion, no-show ek saath kaise compare karu? 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? Reports → Clinical → Margin (Cost vs Rev) treatment-wise revenue vs cost dikhata hai. Crown jaise lab-heavy kaam me asli…
Kaunsi chair khali padi rehti aur kaunsi kama rahi — kaise dekhu? Reports → Operations me Chair Revenue (operatory-wise kamai), Slot Utilization Heat (kaunse time khali) aur Doctor Occupancy —…
Kharcha kis cheez me sabse zyada ja raha — kaise pata karu? P&L ka category-wise expense breakup + Expenses page ka Analyzer tab. Lab aur pharmacy ke liye alag reports bhi hain.
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? Haan — Dashboard par 'Patient kis area se' widget top-5 areas trend ke saath dikhata hai, aur poora catchment map People →…
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…
Month end pe associate doctor ka hissa (payout) kaise nikalu? Reports → Staff & Doctors → Specialist Fees — doctor-wise revenue, treatment count aur commission ready milta hai. Export…
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…
Morning brief — din ki shuruaat ka summary Roz subah WhatsApp par din ka brief: aaj ke appointments, pending payments, birthdays, follow-ups — clinic pahunchne se pehle…
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…
P&L me saara kharcha 'Other' me dikh raha — category breakup kaise sudharu? Expenses bina category ke save hue hain. Categories tab me categories banao, purani entries edit karke category do — P&L ka…
Patients kaunse area se zyada aate hain — dashboard map pe kaise dekhe? Dashboard par '🗺️ Patient kis area se' card top-5 areas dikhata hai; poora map Sidebar → People → Field Marketing → 🗺️ Area…
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? Drivers tab batata hai kaunsa factor value gira raha; What-if simulator me dekho kis improvement se kitni value badhegi — phir…
Profit Center, Patient LTV, ABC Analysis jaise deep dashboards kahan hain? Dashboard ke '📊 Full Analytics' button se Analytics Hub khulta hai — Profit Center, Payment Trends, Patient LTV, Cash Flow…
Purana udhaar kis se pehle vasoolu — priority list kaise banau? AR Ageing ke buckets se purana paisa pehle, Receivables se bade amounts pehle. AI Cash-Flow Recovery ka patient AR ladder…
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…
Refund diya tha phir bhi revenue me gin raha — reports me refund kaise dikhta hai? Cash Flow me refund cashOut me jata hai, cashIn me nahi. P&L bill-based hai — galat bill tha to bill ko Recycle Bin me bhejo,…
Report me wo column/filter nahi jo mujhe chahiye — apni report kaise banau? Dashboard → 📊 Full Analytics → Custom Query Builder — 'show me X where Y' style apni report banao. Ya Veeransh Data Analyst…
Reports — kaunsi report kahan milegi? 10 super-hubs me 90+ reports: Revenue, Patients, Treatments, Doctors, Marketing, Inventory, Compliance, Staff, Lab, Finance.
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…
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? Books ke 6 tabs (P&L, Trial Balance, Balance Sheet...) sab CSV export karte hain — FY range 1 April–31 March set karke nikalo.…
Sabse valuable patient kaun — Patient LTV aur segments kahan dekhe? Insights Hub ke 'Patient LTV' tab me (Ctrl+K → 'Patient LTV') har patient ki lifetime value dikhti hai — top spenders ki…
Staff billing ya discount me ghapla kar raha ho to software kaise pakde? Insights Hub ke 'Fraud' tab me Fraud Detection scan hai (Ctrl+K → 'Fraud Detection') — 7 se 180 din ki window me cash…
Subah staff meeting ke liye Daily Huddle screen aur aaj ka plan/targets kahan dikhe? Sidebar → Today → 'Daily Huddle' me subah ki team-briefing screen hai (aaj ke appointments, high-risk patients, kal ka…