Marketing

Report

Description / Function

Active Clients

Lists all Clients who have had either a treatment or made a payment between specified dates based on Invoice/Payment Date. 

Includes: If item credited/refunded.

Excludes: Deleted items.

Active Patients  

Lists all Patients who have had a treatment based on the chosen filters. It Lists all Patients who have had a treatment.

Date Criteria: Item Date.

Includes: Credits and Refunds.

Excludes: Deleted Items

Active Patients/Clients by Region - Summary

Lists all Patients who have not had a treatment or made a payment between the dates specified, grouped by region.

Date: Item Date.

Average Surgeon Turnover 

Shows each Surgeons average treatment turnover between dates specified.

Date: Item Date.

Calculation used: Sum (Items Value) / no. treatment items.

Excludes: Discounts applied in accounts screen, Credits applied in accounts Screen.

 Clients with Insurance 

Lists all Insurance Policies registered to Patients within the dates specified by Client.

Date: Policy Start Date

Clients Registered - by Introduced by      

Shows the number of new clients registered sorted by how they were Introduced to the practice (introduced by field in reception).

Clients with Discount Category

Shows Clients and their assigned discount category (Reception > additional info tab).with 

Patients with Discount Category

Shows Patients and their assigned discount category (Patient Details screen).

Introduced By

Lists the no. of Clients registered between the dates specified by Introduced By. Details the total spend for each Client and for each Introduced by type.

Date: Policy Start Date 

Inactive Clients   

Lists all Clients who have not had a treatment or made a payment between specified.

Date Criteria: Invoice/Payment Date.

Inactive Patients  

Lists all patients who have not had a treatment between specified date.

Date Criteria: Item Date.

Patients Sold 

Lists all patients marked as sold in the patient details screen.

Date Criteria: Date flagged as sold (in the patient details screen).

Patients Count with Insurance – Breakdown by Company

Counts how many Patients are associated with each Insurance company.

 Top Spending Clients By Payments   

Lists the top X spending Clients by payments (with Payment Total for each Client).

Date: Payment Date

Treatment Sold - by Treatment Type

Counts the quantity of treatments sold by Treatment Type for Canine Feline and Rabbit species.

Date: Item Date.

Clients Visits Per Month

Counts the quantity of treatments sold by Treatment Type for Canine Feline and Rabbit species.

Date: Item Date.