Reports Produced by the Practice Management System

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SmartSimple Practice Management System comes as standard with a number of built-in reports.

Additional reports can be generated by suitably trained users. Attending the SmartSimple Reports and Dashboards course provides users with the ability to use the report generator feature of SmartSimple.

The following reports related to PMS functions come as standard:

  • Number of referrals per referral source
  • Number of assessments per referral source
  • Total number of referrals
  • Total number of assessments
  • Number of referrals per adjuster
  • Number of closed cases within period
  • Total amount billed for specified period

Roles need permission to access reports.