The Bounced E-Mail Addresses report is available in PatientNow Essentials and the the Ultimate edition of EnvisionNow. To upgrade, please contact our Sales Team at 800.436.3150, Option 1, or sales@patientnow.com.

The Bounced Email Addresses report allows you to see which email addresses are not successfully receiving emails from your email campaigns. This report is a great tool to ensure your clients' records are updated and correct. Your email campaigns have the opportunity to reach more people if you're able to correct mistakes that aren't allowing your emails to reach your clients.

Options Include:

Sort By Options

This report displays the following information:

Bounced E-Mail
Client
Mobile
Phone
New E-Mail

Report Example:

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Campaign Statistics Report

This report shows information about marketing campaigns sent. The statistics are updated in real-time, so choosing to view these at a later time will show updated statistics. The Campaign Statistics report allows your business to analyze your campaigns, which can help with decision-making for future campaigns.

Options Include:

Date Sent Date Range Selection
All or Single Campaign

This report displays the following information:

Campaign Name
Date Sent
Number Sent
Number Delivered
Number Bounced
Number Opened
Number Drops
Number Unsubscribed

Report Example:

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Client Formulas Report

This report shows client formulas as entered from the Appointment Schedule or in the Formula List. This report is helpful, as it allows you to view multiple formulas quickly when working with a client or preparing for an upcoming appointment.

Options Include:

All Dates or Date Range Selection
All or Single Client
All or Single Employee
Team Selection (Ultimate Only)
All or Single Service
Active, Inactive or All Client Selection
Sort By Options

This report displays the following information:

Formula Description
Date
Client
Service
Notes

Report Example:

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Client Phone/Email Duplicates Report

This report shows any duplicate entries for a client's phone number or email address on their client record so you can remedy any duplicates.

Options Include:

Select Email or Phone

This report displays the following information:

Duplicated Entry
Client Name
Address, City, State, Postal
Home Phone Number
Mobile Phone Number
Work Phone Number
Email Address

Report Example:

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Client Referral Tree Report

This report is available in PatientNow Essentials and the Preferred & Ultimate editions of Envision. To upgrade, please contact our Sales Team at 800.436.3150, Option 1, or sales@patientnow.com.

This report shows a visual breakdown of referrals made by a single client and the money earned by those referred clients. This report is useful to see the value of referrals by specific clients.

Options Include:

Single Client Selection

This report displays the following information:

Client Name
Amount Spent by Client
Amount Spent by Referred Clients

Report Example:

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Client Referrals By Client Report

This report shows referrals made by clients, as well as the referred client's name. Referrals must be entered on the new client's profile to show in this report. This report is helpful to find customer names if you offer an incentive to clients who make referrals.

Options Include:

All Dates or Date Range Selection
All or Single Referring Client

This report displays the following information:

Referring Client
Referred Client
Initial Visit Date

Report Example:

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Client Referrals by Employee Report

This report shows referrals made by employees, as well as the referred client. Referrals must be entered on the new client's profile to show in this report. This report is helpful to find customer names if you offer an incentive to employees who make referrals.

Options Include:

All Dates or Date Range Selection
All or Single Referring Employee
Team Selection (Ultimate Only)

This report displays the following information:

Referring Employee
Referred Client
Initial Visit Date

Report Example:

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Clients by Birthday Report

This report is available in PatientNow Essentials and the Preferred & Ultimate editions of Envision. To upgrade, please contact our Sales Team at 800.436.3150, Option 1, or sales@patientnow.com.

Options Include:

All or Single Month
Active, Inactive or All Client Selection
Sort By Options
This report displays the following information:

Birthday
Name
Address
City
State
Postal (Zipcode)
Home Phone
Mobile Phone
Email

Report Example:

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Clients by First Visit Report

This report shows clients in order of their first visit date. This date comes from the first sale for the client. This report is useful to reach clients who are new to your business in a date range.

Options Include:

First Visit Date Range Selection
Active, Inactive or All Client Selection

This report displays the following information:

First Visit Date
Name
Address
City
State
Postal (Zip code)
Home Phone
Mobile Phone
Email

Report Example:

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Clients by Last Visit Report

This report shows clients in order by their last visit date. This date comes from the client's latest sale. Use this report to view clients who recently visited.

Options Include:

Last Visit Date Range Selection
Active, Inactive or All Client Selection

This report displays the following information:

Last Visit Date
Name
Address
City
State
Postal (Zipcode)
Home Phone
Mobile Phone
Email

Report Example:

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Clients by Lead Source Report

This report shows clients grouped by the lead source entered in the client profile. This report is helpful to find out how clients heard about your business in your selected date range and can be used to find the most effective advertising methods for your business.

Options Include:

Date Range Selection
First Visit Date Selection
All or Single Lead Source
All or Single Lead Source Category
Active, Inactive or All Client Selection
Company Selection (For multi-location businesses)

This report displays the following information:

Lead Source
Location
Initial Visit Date
Client Name
Home Phone
Mobile Phone
Email

Report Example:

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Client Name/Address List Report

This report shows client contact information as entered on the client profile. Using this report with a marketing filter can give you a list of specific clients with telephone numbers and email addresses.

Options Include:

Optional Client Filter Selection
Sort By Options

This report displays the following information:

First Name
Last Name
Address
City
State
Postal (Zipcode)
Home Phone
Mobile Phone
Email

Report Example:

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Injections Report

This report is available in PatientNow Essentials and the Preferred & Ultimate editions of Envision. To upgrade, please contact our Sales Team at 800.436.3150, Option 1, or sales@patientnow.com.

The report offers a wealth of information about injections performed at your MedSpa. By pulling this report, you can analyze different patterns or trends within injections. This report is based on treatments that are documented in the Treatment Screen.

Options Include:

Date Range Selection
All or Single Client
All or Single Compound
Lot #

This report displays the following information:

Date
Client
Compound
Lot #
Injection Site
Amount
UOM (Unit of Measure)
Employee
Notes

Report Example:

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Loyalty Points By Client Report

This report shows loyalty points per client, as earned by the loyalty program assigned to the client in the client profile. This report allows you to quickly reference information about a client's loyalty points!

Options Include:

All or Single Client
Sort By Options

This report displays the following information:

Client
Loyalty Program Name
Points

Report Example:

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Mailing Labels Report

Mailing Labels show the clients' mailing addresses. You can use this report to print the addresses onto labels to send marketing materials by mail!

Options Include:

Client Filter Selection
Label Format Selection
Margin Options
Sort By Options

This report displays the following information:

Name
Address
City
State
Postal (Zipcode)

Report Example:

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Review Client Data Report

With the Review Client Data report, important client information is just a few clicks away! This report can help a service provider learn a little bit about a client they haven't worked with before or help a cashier know which retails items to suggest when they check out. The possibilities are endless, but with this report, you can better serve your clients!

Options Include:

Single Client Selection

This report displays the following information:

Demographic Information
Appointments
Sales History
Formulas
SMS messages
Treatment Information (MedSpa)
Medication (MedSpa)
Membership Billing
Prepaids
Gift Cards

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User Defined Fields Report

This report will pull all clients with information in the User Defined Fields found in the client's profile

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Options Include:

Client List
Sort By Options
User Defined Field Options

This report displays the following information:

Client's Name
Information found in the User Defined Fields

Report Example:

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