As you know, AVImark veterinary software offers numerous reports that show everything from the Deposit Slip and Account Summary to the Health Plan Report and Inventory Used.
Another helpful yet little-known report available in AVImark is the Period Totals report. This multi-functional tool represents a financial snapshot of your company. It provides you with a condensed one page summary of your business during the time period you select, and it is so versatile that it can be run daily, weekly, monthly, or yearly.
Here's just a brief sample of the items available in the Period Totals report:
- All Payments
- Total Charges (paid and unpaid)
- Average and Total Invoice Amount
- Adjustments
- Tax
- Net Change in Accounts Receivables
- New Client Numbers
- Patient Visit Count
To run the Period Totals report, simply go to Work with Reports. Then:
- Move the Period Totals Report under the Print These column
- Choose Consolidated for the doctor
- Choose your period, start and end date, and printer
- Remember to select Preview of you do not wish to print the report
It's hard to change the future without understanding the past. Using the Period Totals report to review a snapshot from the past will give you the information you need to help your practice reach its greatest potential in the future.
Barbara Betsch is an AVImark senior technician. She can be reached at barbarab@avimark.net
