Reports overview

Reporting in ooptify covers both the day-to-day dashboard and a catalogue of operational reports.

Dashboard KPIs#

The practice dashboard tracks performance against optional location targets: monthly and daily revenue, spend per visit, and frame and contact lens unit targets.

Report catalogue#

Reports are grouped across the practice:

• Appointments — attendance, cancellations, utilisation, provider breaks and walk-ins
• Clinical — clinical conversion, consultation billing, MBS item mix, letters, therapeutic prescriptions and spectacle capture
• Sales — sales, revenue mix, discounts and refunds
• Stock — stock sales and turn, reorder alerts, uncollected jobs and lab turnaround
• Recalls and communications — recalls due, recall success and message delivery
• Finance and governance — CommBank Smart Health activity, end-of-day reconciliation history, practice audit log and user access review

Report access is admin-gated, with the option to grant specific reports to other team members.

Note: detailed guides for individual reports are being prepared. If you need help sooner, contact support.