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 from the Admin page.

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.