Analytics
The analytics page shows a six-month overview of sales, average patient invoices, and visits.
This is a permissions-based feature or is managed in your organization’s Admin settings.
Reports available:
Usage – search by product and/or filter by date and location to view product usage
Provider Production – filter by date to view total quantities and total production per provider
Rabies Report – filter by date to view patients who received Rabies vaccines within a period
Financial Reports – filter by date to download various financial reports
Account Credit Report
rDVM Revenue Report – filter by date to view rDVMs used, revenue, and number of clients
rDVM Patient Report – filter by date, location, and rDVM to view a list of last seen clients and patients
Client Referral Report – filter by date to view each location’s referral source client count
Provider Change Audit Report – filter by date to view invoices in which the provider was altered
Click on each line item to be taken to that invoice
Deleted Invoice Audit Report – filter by date to view all the invoices deleted and by which user
Reconciliation Notes
Encounters Report – filter by date to view details of unsigned encounters
Click on each line item to be taken to the encounter
Employee Plans Report – filter by date to view employee prevention plan enrollments
Employee Licenses Report – view expired licenses that have not been updated
Complications Report – filter by date to view a list of complications noted in inpatient encounters
Discounts Report – filter by date to view a list of discounts applied to invoices, including amount and reason. It only shows the line item discounts.