Reports

For other dates: “Period…”, choose “From” and “Until”, then “Show”. Each figure is compared with the previous period of the same length.

• “Prestat” (Performed) — the value of completed work, with the average per item;
• “Collected” — money actually received;
• “Appointments”, with how many were completed;
• “No-shows”, as a percentage (here, down is good);
• “Occupancy rate” — from hours worked;
• “Estimate conversion” — how many proposed treatment plans were accepted, and for what value;
• “New patients” — records opened.

Further down: “Appointments by day of the week”, “Distribution of statuses”, the occupancy map by hour and day (darker = busier), “No-shows by day of the week”, “Patients on record”, “Return rate”, “New patients — last 6 months” and “Top patients by value”.

If a warning says some completed appointments have no price, those are left out of “Prestat” (Performed). Fill in the prices in Settings → Services.

“Excel” downloads the period's figures; “PDF” opens a page to print or save. If the PDF does not open, allow pop-ups for the app.

By default, the period is the current month up to today. The TOTAL row adds up only the columns that can be added — averages and percentages are not. A patient's name links to their record.

Age is counted from the day the work was completed. Each tile shows the amount and its share of the total; the four together add up exactly to “Total to collect” for the whole clinic — even when the table below is cut to the first rows.

Per patient, the table shows: the phone, the doctor, how many procedures, “The oldest”, the amount in each age group and “To be collected”. The tab has no period: it is the situation right now.

The columns, by group:

• “Reception — appointments”: “Created”, “Confirmed”, “Rescheduled”, “Cancelled”, “No-shows” (among the appointments that person created);
• “Reception — payments”: “Payments”, “Amount collected”, “Day closes”, “Overdue calls”;
• “Assistants — clinical work”: “Visits assisted”, “Materials consumed”, “Materials delivered”;
• “Assistants — sterilization”: “Sterilization cycles”, “Kits sterilized”.

Hover over a column header to see what it counts. Only what was done from a clinic account is counted: portal bookings, imports and breaks belong to nobody; reversed payments are left out.

A name with “*” comes from stock movements, which carry the typed name, not the account — a name shared by two people stays on a separate row.

Above them, the table shows every appointment: date, time, patient, phone, doctor, service, status and price.

“Salaries on collections” shows, per doctor: “Sessions”, “Payments”, “Collected”, the percentage and “Salariu” (Pay). Percentages are set in Settings → Money → Commissions. Fixed salaries from the timesheet are in Economy → Staff.

• “Casa” (Cash desk) — every payment: date, patient, doctor, “Ghid” (Guide — who referred them), service, method, operator and amount. This is the list the accountant checks.
• “Medici” (Doctors) — per doctor: appointments, completed, no-shows, collected and “Occupancy (%)”.
• “Servicii” (Services) — each service, “Services rendered” and “Valoare” (Value).
• “Pacienți” (Patients) — every procedure: date, category, doctor, patient, registration date, source, “List price”, “Discount (%)”, “Service price”, what was paid and the debt.
• “Performanță” (Performance) — per doctor: patients, visits, completed, no-shows, collected, “Average/visit”, “Hours worked” and what they bring in per hour, in the clinic's currency (for example “MDL/hour”).
• “Ghizi” (Guides) — each guide or source, “Patients brought in” and “Collected from them”.
• “Servicii/medic” (Services/doctor) — each doctor–service pair, with count and value.
• “Materiale” (Materials) — per service: “Works”, “Average cost”, “Average price”, “Margin %” and “Total cost” of materials.
• “Imagistică” (Imaging) — the period's studies (only if the clinic has the module and you have access to imaging).

The panel saves automatically and is yours alone. Click a tile's figure to see the list behind it.

• A tile removed by mistake comes back with “Put back”.
• After choosing a ready-made panel, “Revert to how it was” undoes the change.
• “Clear” removes all tiles, after confirmation.

The row appears when you have more than one tile. If the tiles have different periods, it says “mixed periods”.

The forms: “Fișa 043/e” (dental patient record), “Darea de seamă 039-1/e” (report 039-1/e), “Registrul 069/e”, “Registrul 074/e”, “Fișa de programare 040/e”, “Lista zilnică 037/e” (daily list 037/e). What appears depends on the clinic's country and your permissions.

A patient's Form 043/e is generated from their record at a completed visit; here you see the register of generated forms.