Disabled Account
An admin has the ability to disable a users account. You may wish to do this when someone leaves your
Jon Jenkins
8 November 2021
Help Guide
Sit back relax grab a coffee and see how Hindsight can transform your practice
MOT Report
The MOT Report in Hindsight is the ‘Free’ Heart Rate report equivalent. It shows the current status of alerts for
Jon Jenkins
8 November 2021
Manager Dashboard
The information displayed on the Manager Dashboard is driven by whether you are assigned as a Manager to that client.
Jon Jenkins
17 August 2021
User Dashboard
The information displayed on the User Dashboard is driven by whether you are assigned as a User to that client.
Jon Jenkins
20 July 2021
Support Centre
When working in Hindsight there may be occasions when you need assistance. Click on the lifebuoy icon to reveal the
Jon Jenkins
20 July 2021
Client User Roles
Not to be confused with a Practice Role the Client User Roles control how Dashboards and Reporting Metrics work across
Jon Jenkins
20 July 2021
Bookkeeping Status
The action you will take with a client is largely determined by whether they are a bookkeeping client or not.
Jon Jenkins
20 July 2021
Practice Defaults
No two practices are created equal. You are all unique and beautiful in your own way. Hindsight comes with its
Jon Jenkins
20 July 2021
Transactions
Using the Transactions page within Hindsight you can track the volume of transactions by client by month. This information is
Jon Jenkins
20 July 2021
