Business Intelligence

Advanced Reporting

Daily Appointment Master, Financial Ledger, Doctor Performance, Patient Demographics, and Custom BI Reports.

Built-in Reports

Appointment Master

Comprehensive report of all appointments with filters for date range, doctor, location, status, and type. Export to Excel/CSV.

Financial Ledger

Revenue breakdown by doctor, location, payment mode. Track paid vs. unpaid invoices, refunds, and receivables.

Doctor Performance

Appointments handled, revenue generated, no-show rate, average consultation time, and patient feedback per doctor.

Patient Demographics

Age distribution, gender split, geographic concentration, visit frequency, and new vs. returning patient ratios.

Custom Report Builder

Report Configuration
SettingOptions
Report TypeAppointment, Financial, Patient, Custom
Date RangeToday, This Week, This Month, Custom Range
Group ByDoctor, Location, Department, Status, Payment Mode
FiltersDoctor, Location, Status, Type, Payment Status
Export FormatsPDF, Excel (XLSX), CSV
SchedulingSave report configs as templates, Schedule daily/weekly auto-email

Compliance & Audit

Appointment History Log

Full audit trail for every appointment — who created, edited, rescheduled, or cancelled with timestamps and user IDs.

Tax Summary Reports

Aggregated tax collection reports by period, ready for GST filing. Break down CGST/SGST/IGST by invoice.

Refund Log

Complete record of all refund transactions — amount, status, gateway ID, and reason. Auditable and exportable.

Login & Access Logs

Track user logins, failed attempts, and role-based activity for security compliance and accountability.

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