Analytics

The Analytics Overview page (accessed via More > Analytics) displays sales, average patient invoice, and invoice volume data for the last six months by default. You can filter the KPI Dashboard to view data for multiple locations and a specific date range.

You can use the left-side menu to navigate to other reports available under Analytics.

Available Reports

• Usage: Search by product and/or filter by date and location to view product usage.

• Rabies Report: View all patients who have received a rabies vaccine during a specific date range and export a report of the patients' rabies tag numbers.

• Account Credit Report: Lists the Credit on Account balance for all clients across the organization.

• rDVM Revenue Report: Lists each rDVM, revenue generated by the rDVM, and the total number of clients linked to the rDVM within a specified date range.

• 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: Lists each time the linked provider on an invoice line item was changed for a specific date range and location(s). Select a row on the report to navigate directly to the client’s invoice.

• Deleted Invoice Audit Report: Lists all invoices that have been deleted and which user deleted them for a specific date range and location(s).

• Reconciliation Notes: Lists whether the End of Day dashboard was reconciled for each date within the specified date range.

• Encounters Report: Filter by date to view details of all unsigned encounters. Select a row on the report to navigate directly to the patient’s encounter.

• Employee Plans Report: Filter by date to view wellness plan enrollments.

• Employee Licenses Report: Lists the licenses saved for all users and whether each license has expired. Select a row on the report to navigate directly to the user’s profile settings page.

• Complications Report: View all complications added to patient encounters for a specific date range and location(s).

• Discounts Report: View all line item discounts applied to invoices for a specific date range and location(s). Select a row on the report to navigate directly to the client’s invoice.

• Visits Report: View all open and closed Visits for a specific date range and location(s).