In this article, you will learn about our updates to:
- Improve the Advanced Analytics Sales report
- Address billing when paused subscription is resumed
- Provide input field for practice specialty
Advanced Analytics Sales Report
Our Advanced Analytics' sales reports have been enhanced to be more comprehensive by including inventory data as well as the totals of invoiced amounts and collected revenue. This data provides powerful data on your practice's overall revenue.
Total Collected Revenue is the sum of all payments collected toward invoices for the designated time frame minus refunds against those payments (even if these refunds were conducted outside of the designated time frame). Voided payments and voided refunds are not included in the calculation.
We can create custom Advanced Analytics reports based on your specific business needs or any other reports that you might need.
For more information on advanced analytics, please see the following articles:
Patient Billing once Subscription Resumes
If a subscription has been paused and then resumed, there are no longer attempts for collection for the paused period.
The patient's credit card will be run for a recurring subscription payment on the day the subscription was resumed. The subsequent payments will occur based on the Resume date.
Learn more about subscriptions from the following article:
A quick summary of Subscriptions for Credit can be viewed in the following video:
Add Practice Specialty to Your Practice Profile
Please add your practice specialty in the Practice Profile to allow us to provide you with more targeted initiatives.
To add your practice specialty to your practice profile, follow these easy steps.
1. From the Calendar, go to the Practice Account > Practice Profile.
Note: you can also navigate from the Main Menu on the dashboard.
2. Open the Practice Specialty field and select from the dropdown list of options.
3. Select as many specialties as appropriate.
Your choice will turn bold in the dropdown. If you need to remove any selected options, just click on the Delete icon (x).
4. When checked, remember to save your results by hitting the Save button at the bottom of the Profile tab.