CHAPTER 35: PRACTICE ANALYSIS

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CHAPTER 35: PRACTICE ANALYSIS The AVImark Practice Analysis feature provides you with the option of viewing and printing reports and graphs to help better manage your business.

1 CHAPTER 35: PRACTICE ANALYSIS The AVImark Practice Analysis feature provides you with the option of viewing and printing reports and graphs to help better manage your business. Each graph and report will have different restriction options available. In this chapter you will learn how to: Use the Different Reports on page 1 Work with Graphs on page 2 Print, Export, Save and Reports on page 3 On the CID, open the Work with menu. Click Practice Analysis to display the Practice Analysis window. Use the Different Reports The reports that are available may be restricted by Doctor, Species, Zip Code, and/or Company. Each report will have different restriction options available. AVImark lets the user know which restriction options are available by graying out the options not applicable to the selected report. On the Practice Analysis window, select the Reports tab. Choose the appropriate report. Using the Period drop-down list or the Start and End drop-down calendars, select the correct period to report. 1

2 If appropriate, select the restriction options you wish. Top 50 clients for last 12 months This report will list the top 50 clients with the most charges for the last 12 months. This report will include account numbers, client names, balance due, and number of visits for the last 12 months, as well as payments and charges. In addition, AVImark gives you the ability to export the Top 50 Clients information to Purchasing Services Inc. (PSI). With the Top 50 Clients report selected, the Pet Quarterly button will be visible. If appropriate, click Pet Quarterly to export the information to your hard drive or to directly to PSI. When exporting to PSI, the clients balances and payment totals will not be included in the exported information. However, the client s mailing address will be included. Top 50 Treatments Performed This report lists the income produced from your top 50 services. Top 50 Items Sold This report shows the income from your top 50 items with the profit from each (retail price minus average cost). This report will not include the charges for late fees and adjustments. Client Retention This report shows the number of active clients at the beginning and end of a selected period, plus the number of new clients added during this time frame. It also shows the number and percentage of clients counted as lost during the selected time frame, along with the percentage of clients retained. When selecting a time frame, you will specify a date in the Invoices After field to determine what period you would like to define active clients. When setting the Invoices After date, make certain the date is a prior to the specified Start date. If it is not, the report will not be able to determine the number of active clients at the beginning of the period. Months to Compare Considerations When using the Months to Compare option, make certain that the selected Period is not set to greater than a month. The Months to Compare option will only be able to accurately compare the current information to past information if the Period is set to a month or less than a month. If the Period is set to a week and the Months to Compare is set to 3, the Period will be compared to that time frame on the selected number of months. For example: Period is set to June 3rd through June 10th; Months to Compare is set to 3. April 3rd to the 10th and May 3rd to the 10th will be compared to June 3rd to the 10th. Years to Compare Considerations When using the Years to Compare option, the Period may be set to more than a year. The Years to Compare option is able to compare the results of the Period to the same Period for the selected number of years. For example: Period is set to January 1, 2008 through June 30, 2009 will be compared to January 1, 2007 through June 30, 2008 and January 1, 2006 through June 30, To learn more about: Different Reports (Examples) Search the Help for: Practice Analysis Reports Tab Work with Graphs Graphs may be printed using either Excel or AVImark. This option may be set from Hospital Setup, Advanced Options. When graphing through AVImark you can easily change the style of the graph 2

3 to Line, Bar or Area by choosing the Style in the bottom right hand corner of the graph. You may use only one Organize By option at a time when running graphs. After selecting the graph, and the Organize By option the user can choose to restrict the graph to specific Doctor, Species, Age, Zip Code, and /or Company. On the Practice Analysis window, select the Graphs tab. Choose the appropriate graph. Using the Period drop-down list or the Start and End drop-down calendars, select the correct period to graph. In the Organize By area, select how you wish to organize the graph. If appropriate, select the restriction options you wish. Click Run to display the graph onscreen. Use the Graph drop-down list to specify how you wish to display the graph. Use the Style drop-down list and select either Line, Bar or Area. Use the Print to drop-down list and select the correct Printer. Click Print. Clients This graph will generate a list of new clients added during the period selected and may be restricted by Zip Code and/or Company. Clients listed on this report are not required to have accounting. This report is looking strictly at the client s added date. Patients This graph will generate a list of new patients added during the period selected and may be restricted by Species, Zip Code, and/or Company. This graph will also allow you to report total number of patients. Income This graph will generate totals of income collected during the selected period and may be run by Zip Code, Doctor, Species, or Company. All four graphs may be restricted by Doctor, Species, Zip Code, and/or Company. Visits This graph will generate the total number of visits during the period selected and may be run by Zip Code, Doctor, Species, or Age. All four graphs have no further restrictions. Total Charges This graph will generate total charges during the period selected and may be run by Zip Code, Doctor, Species, or Company. All four graphs may be restricted by Doctor and/or Species. Total Payments This graph will generate total payments during the period selected and may be run by Zip Code, Doctor, Species, or Company. All four graphs may be restricted by Doctor and/or Species. To learn more about: Different Graphs (Examples) Search the Help for: Practice Analysis Print, Save, Export, and/or Reports After selecting the appropriate report, AVImark gives you the ability to Print, Save, Export, and/or the report. Print the report Choose the correct report along with the appropriate period and/or restrictions. 3

4 Use the Print To drop-down list and select the correct Printer. Click Run. To display the report onscreen, click Preview and click Run. Save the report Preview Print the report to display the Report Preview window. On the File menu, click Save As to save to the desired location. Export to Excel Use the Print To drop-down list and select Excel. Click Run to display the report in Excel format. the report Preview Print the report to display the Report Preview window. On the File menu, click to display the Send window. Enter the address, desired Subject and Text and click Send 4

5 5 Chapter 35: Practice Analysis

AVImark ReadMe Table of Contents Please use the bookmark menu on the left to navigate between each project and feature. 1.

AVImark ReadMe Table of Contents Please use the bookmark menu on the left to navigate between each project and feature. 1. AVImark ReadMe 2011.3.0 Table of Contents Please use the bookmark menu on the left to navigate between each project and feature. 1. MSS eminder Service 2. VetEnvoy Automatic Account Registration 3. VetEnvoy