Evaluate Revenue

We know that it can be vital to an executive to be able to identify if providers are meeting their goals. Use the following instructions to dissect your revenue to discover how an individual provider contributed to your office’s goals: 

Enterprise Only

1. Go to the Financials module.
2. Using the dropdown menus at the top refine your data by selecting the date range, clinic, and provider you would like to learn more about. 
3. Click the Refresh button.
4. Study the provided graphs and breakout buttons to review your revenue
5. Use the Compare dropdown menu to change what you compare. Whether against either last year, or your current goals.  

Tip: The Financial module can do the same thing for procedures, and line of business.