Dashboard & reports

The dashboard

The dashboard is today at a glance: today's appointments, who has arrived, and the things that need chasing — lab orders gone stale, follow-ups due. It's the screen the clinic opens in the morning.

Reports

Reports answer the running-the-clinic questions over time: visit volume, appointment outcomes (including no-shows), new patients, how the visits split across your doctors, and — for owners and admins — revenue. Reports are open to owners, admins and doctors; the front desk works from the dashboard and its own worklists instead.

Whose numbers these are

It follows your role, and the page says which under the heading:

• Owner or admin — Whole clinic.
• Doctor — Your patients. Every chart on the page is your own panel: your visits, your appointments, and new patients you have actually seen. Nothing on the page mixes in a colleague's work.

Revenue is the one figure that is never per doctor. Money belongs to the clinic, not to whoever was in the room, so it is shown clinic-wide and only to owners and admins — a doctor's page has no revenue on it at all. To see who is carrying how many visits, use Encounters by doctor.

Picking a window

Pick one of four windows — this month, last month, the last 3 months, the last 12 months. They are whole calendar months, so "last 3 months" means three complete months and not the last 90 days cut mid-month. How the charts are grouped follows from the window you picked: days for a single month, weeks for three, months for twelve. There is nothing else to set.

Export CSV hands you exactly the page you are looking at — the same window and the same scope, one row per point, so the file adds up to the charts.

Days are your days

All day-based numbers are bucketed in your clinic's local time zone — "yesterday" means yesterday in Cairo, not on a server somewhere. A late-evening visit lands on the day you experienced it.

Reading revenue

Revenue reflects payments recorded in Angel — desk payments and online payments both (details). If the desk records cash faithfully, the report is your daybook.

The three figures mean three different things:

• Collected — what is still with the clinic. A refund is subtracted from the day the money was originally collected, so a partly refunded payment counts for what's left of it and a fully refunded one counts for nothing. That is the same arithmetic the payments ledger shows, which is what lets the two reconcile row by row.
• Pending — recorded but not paid yet: the collections list.
• Total — Collected plus Pending, i.e. everything billed in the window.

Two kinds of row are left out of all three, on purpose:

• A voided payment — one struck off as recorded in error, a mistyped amount or the wrong patient. No money ever moved, so it is not takings and never was.
• A failed online attempt — a declined card. Nobody owes the clinic that; the desk settles the patient on another row. Counting it as Pending would leave a line on the collections list that nothing can ever clear.

A refund is not a void, and the difference shows up here: recording a refund for money that never arrived would take it out of the day's takings a second time.