Introduction
This guide provides assistance with tracking the traffic of patients sent by partners and analyzing the associated data.
The system provides detailed reports that allow for the precise identification of booking sources, verification of partner transactions, and management of booked appointments.
The statistics offer up-to-date information on the effectiveness of collaborations and the data forming the basis for settlements.
Main Content
Checking Partner Traffic in General Statistics
Data for patients sent by partners can also be viewed in the general statistics module:
Navigate to the Statements menu in the left sidebar, then select Statistics -> Reservations.
Set the desired time interval using the filter and search among the Statistics.
In the details of the bookings appearing in the table, you can check which partner sent the patient in the Booking Source column.
If you wish to view only partner traffic, select the Transactions sent by partners option instead of "All transactions" when setting the time interval. The system will then filter the list to partner referrals.
Targeted Reporting for Partner Bookings
To access data specifically focused on partner activity, use the dedicated menu item:
Navigate to the Statements menu, then select Partner statistics.
Specify the period you wish to query.
On the interface, you can review all appointments booked by partners and their detailed information.
In this view, you also have the option to manage bookings: if necessary, cancellations can be performed directly here.
Tips
Tip: Use the "Transactions sent by partners" filter in general statistics for a quick summary of bookings that form the commission base.
Tip: Regularly check the status of appointments in the Partner Bookings menu to allow for new patients in place of cancelled examinations.
Summary
The source of partner bookings can be identified in the Booking Source section of the Statistics menu.
It is possible to list only partner transactions specifically.
In the Partner Bookings menu, the cancellation function is available alongside appointment details.
Statistics can be filtered for any period.
FAQ
How can I see exactly which partner sent the patient?
How can I see exactly which partner sent the patient?
In the Statistics -> Reservations menu, the "Booking Source" field in the booking details contains the partner's name.
Is it possible to cancel a partner booking from the statistical view?
Is it possible to cancel a partner booking from the statistical view?
Yes, under the Partner statistics menu, there is an option to cancel bookings.
What is the difference between "All transactions" and "Transactions sent by partners"?
What is the difference between "All transactions" and "Transactions sent by partners"?
The latter filter only shows items that arrived through external partner referrals, while the former includes all (own and partner) bookings.