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General

Navigating the DashboardUnderstanding the SidebarFinding and Adding PatientsSetting Up Your ProfileGetting Help with In-App SupportHow to Submit a Feature RequestHow to Raise a Support Ticket
Practice Details & LocationsSubscription & LicencesJump Labs & AI Assistant
Clinician TagsInviting and Managing UsersManaging TeamsUnderstanding Roles & PermissionsManaging Clinician Profiles
Customising Your Practice Branding
Security SettingsViewing the Audit Log & User Activity
API Keys & Webhooks
Getting Started with AppsAI AssistantAI Consultation ModuleStock Control
Skip AI AssistantAI Voice Consultation
Stripe - Payments & InvoicingXero - Accounting
The Doctors Laboratory (TDL) - PathologySalient Bio - Pathology
Off-Formulary PrescribingSignature Rx - Electronic Prescribing
Scan.com - Diagnostic Imaging
Google Drive - Documents & EmailMicrosoft SharePoint - DocumentsDocuments & Storage
SMS - Patient MessagingCustom Email DomainPatient.info - Health InformationSend to NHS GP
Weight Management ProgrammeMenopause Care Programme
SupplementsStock Control
Semble - EHR Migration

Clinical

Consultation Template Builder
How to Start a New ConsultationHow to Resume a Draft ConsultationHow to Review and Finalise a ConsultationHow to Amend a ConsultationViewing Consultation History
How to Document Clinical FindingsHow to Add Problems and DiagnosesUsing Consultation ActionsHow to Use AI to Structure Consultation Notes
Using Consultation TemplatesManaging Consultation Templates
Introduction to Care ProgrammesWeight Management ProgrammeMenopause Care ProgrammeProgramme Dashboards & Monitoring
Navigating the Patient RecordUsing the Patient Summary
Managing Problems and DiagnosesRecording Allergies
Managing MedicationsIssuing a PrescriptionPrescribing Safety AlertsReauthorising, Changing, and Stopping Medications
Recording Observations
Managing ReferralsCreating a ReferralCare History and EpisodesScanCom Imaging Referrals
Ordering Lab TestsManaging Lab OrdersViewing Lab ResultsFiling Lab ResultsPathology Reporting
How to Create a DocumentUsing the Document EditorHow to Create a Referral DocumentViewing and Managing Documents
How to Set Up Document Designs
How to Create and Manage Document TemplatesUnderstanding Merge Fields
How to Share a Document with an HCPHow to Send a Document to an NHS GP
Introduction to QuestionnairesHow to Create a Questionnaire TemplateAttaching Questionnaires to Appointment TypesSending a Questionnaire via a MessageHow Patients Complete QuestionnairesViewing Questionnaire ResponsesSaving Clinical Responses to the RecordQuestionnaire Display Conditions

Administrative

Patient Identity VerificationHow to Register a New PatientHow to Search and Find PatientsManaging Patient DemographicsHow to Use Patient AlertsArchiving and Reactivating PatientsHow to Merge Duplicate PatientsPatient Portal OverviewHow to Use Patient Links
Editing Schedule SettingsCalendar Privacy ModePatient Portal: Rescheduling and Cancelling AppointmentsHow to Set Up and Manage Appointment NotificationsGroup and Class Booking
How to Schedule an AppointmentHow to Reschedule an AppointmentHow to Cancel an AppointmentHow to Track Appointment AttendanceAppointment Questionnaires and NotificationsHow to Configure Appointment TypesHow to Start a Video AppointmentAppointment Scheduling and Booking RulesAppointment Delivery Modes and Pricing
How to Manage Clinician SessionsHow to Configure Clinician AvailabilityHow to Manage Schedule Blocks
Using the Calendar
Appointment Reporting and Analytics
Inbox OverviewWorking with EpisodesPathways and AutomationSending Replies and NotesUsing the Patient SidebarKeyboard Shortcuts and Quick Actions
Filing OverviewHow Patient Matching WorksFiling Pathology ResultsFiling Inbound DocumentsTasks and Assignment in FilingSending Messages to Patients from FilingFiling Audit Trail
Communications FeedHow to Send a Patient a MessageHow to Include a Document in a Patient MessageHow to Send a Questionnaire to a PatientHow to Include a Booking Link in a Patient MessageHow to Send Documents to Another Healthcare ProfessionalMessage Templates and SnippetsSending SMS to PatientsCommunication Log and Delivery TrackingManaging Contacts with the Address Book
Managing Products and PricesCreating an InvoiceTaking PaymentConnecting StripeConnecting XeroTag-Based Pricing Overrides
How to Set Up Online Booking LinksThe Patient Booking ExperienceAppointment Manage LinksPatient Portal - Clinical Record AccessPatient Portal - Invoices and Payments
Managing Patient Portal CredentialsPatient Authentication Settings
How to Set Up Online BookingOnline Booking Analytics
Reporting DashboardPatient RegistersCare GapsData Tables and ReportsSpecialist Analytics
Workflows OverviewBuilding a WorkflowAvailable ActionsVariables and Merge FieldsRunning and Monitoring Workflows
  1. Help Centre
  2. Reporting & Analytics

Reporting & Analytics

Patient registers, searches, and reporting

Reporting Dashboard

An overview of the practice reporting dashboard, including key metrics and activity charts.

Patient Registers

How patient registers work, including population health metrics, register evaluation, and membership tracking.

Care Gaps

Track and resolve care gaps across your patient population, including overdue screenings and unreviewed results.

Data Tables and Reports

Browse and filter your practice data across patients, appointments, billing, labs, and more.

Specialist Analytics

Detailed analytics pages for appointments, tasks, communications, finance, medications, pathology, and more.