Skip to main content
This section covers reports, the activity log, importing records, your Bilby subscription, and closing a practice. Reports, the activity log, import and your plan are for admins. Practitioners can see the outstanding notes report for their own appointments. Only the practice owner can export or delete the practice.

​
Your home page

After you sign in, Bilby opens the Calendar. If your practice has the Dashboard turned on, Dashboard is the first item in the sidebar. It shows today’s appointments, unpaid invoices, bookings waiting for review, and notes still to write.

​
In this section

Run a report

Pick a report, filter it, choose dates and columns, export it and save it.

Look up activity

See who did what, and when.

Import from Halaxy

Bring patients and history across from Halaxy.

Manage your Bilby plan

How Bilby charges, subscribing, changing the card, and what read-only means.

Export or delete the practice

Download your practice’s data, schedule deletion, and restore the practice.

Troubleshooting reports and records

Fixes for common problems with reports, imports and your plan.