Practice Summary Report – Careville Home

The Practice Summary Report provides key practice and financial summary metrics at a quick glance for a specific reporting period. This report can be used to track the number of new clients and patients that are seen, as well as the break down in total revenue by service.

This report does include all visits that occurred during the reporting period, including visits with no charges, so this can skew certain metrics when comparing this report to other financial reports. Also, be aware that the following metrics exclude open invoices and the data is pulled based on the invoice closing date instead of the patient check out date.

Metrics reported based on the date the invoice was closed:

Total Revenue Invoiced
Total Tax Invoiced
Total Discount Amount
Average Visit Invoice
Totals for Status, Species, Breed, Ward, and Service

The Status, Ward, and Service counts are also based on the last one assigned to a patient at the time of check-out and does not take into account a patient seeing multiple services, being on different status boards, or flowing through different wards during a visit.

Users need to have the analytics_practice_summary_report permission added to a role in order to access this report in Analytics.

💡To learn more about how to access and schedule this report, check out our EMR Analytics Guide!

The Practice Summary Report consists of the following:

Report Info Tab

The Report Info tab is the cover page for the report and consists of the Hospital Name and Hospital Location. It will also show what date/time range the report is for, and when the report was created.

Glossary Tab

The Glossary tab contains terms and definitions for column headings located throughout the report for clarity.

Terms listed:

NOTE: All values reflect the reporting timeframe. All revenue amounts are from closed invoices.
Total Patient Visits – The number of patient visits that were checked in during the report timeframe. This includes patients that checked in prior to the report timeframe but had not yet been checked out at the start of the report timeframe.
Total Patient Non-Visits – The number of non-visit invoices that were created during the report timeframe. This includes both open and closed non-visit invoices.
New Patients – Number of new patients during the reporting period
New Clients – Number of new clients during the reporting period
New Referrers – Number of new referral practices during the reporting period
Total Inpatients – Number of inpatients seen during the reporting period
Total Orders – The number of orders created during the reporting period
Total Treatments – The number of completed treatments during the reporting period
Total Revenue Invoiced – Also known as gross sales, the total post-discount amount billed on all invoices closed during the reporting period. While payment captures how much was received, revenue reflects how much was charged
Total Visit Revenue Invoiced – The total post-discount amount billed on all invoices closed during the reporting period for visits
Total Non-visit Revenue Invoiced – The total post-discount amount billed on all invoices closed during the reporting period for non-visits
Total Late Fees – Total late fees for the reporting period
Total Tax Invoiced – Total tax billed on all invoices closed during the reporting period
Total Discount Amount – Total discount applied on all invoices closed during the reporting period
Total Payments (excluding deposits) – Total payments received on invoices, excluding deposits
Total Deposits (Pre-Payment) – Total account deposits received
Total Refunds (Invoice Payment) – Total refunds on invoice payments, excluding any voided invoice refunds
Total Refunds (Account Deposit) – Total refunds on account deposits
Total Payments Voided – Total amount of payments that were voided during the reporting period
Total Refunds Voided – Total amount of refunds that were voided during the reporting period
Average Visit Invoice – The average post-discount invoice amount for all closed invoices with a clinic visit during the reporting period. This excludes non-visit invoices
Average Non-visit Invoice – The average post-discount invoice amount for all closed non-visit invoices. This excludes invoices with a clinical visit.
Average Client Transaction – The average invoice payment amount per client with charges during the reporting period
Average Income Per Hour – The average (non-voided) invoice payment per hour during the reporting period
Totals by Status, Species, Breed, Ward, and Service – Totals by category on all closed visit invoices. Totals sections excludes non-visit invoices

Practice Summary Tab

The Practice Summary Tab consists of the following information:

Summary Info:
- Total Patient visits
- Total Non-visits
- New Patients
- New Clients
- New Referrers
- Total Inpatients
- Total Orders
- Total Treatments
Financial Metrics:
- Total Revenue Invoiced – Sum of Total Visit Revenue Invoiced + Total Non-Visit Revenue Invoiced + Total Late Fees
- Total Visit Revenue Invoiced – includes all closed invoices associated with a visit
- Total Non-Visit Revenue Invoiced – includes all closed standalone invoices
- Total Late Fees
- Total Payments (excluding deposits)
- Total Deposits (Pre-Payment)
- Total Refunds (Invoice Payment)
- Total Refunds (Account Deposit)
- Total Tax Invoiced
- Total Discount Amount
- Total Payments Voided
- Total Refunds Voided
- Average Visit Invoice – This is calculated by taking the Total Visit Revenue Invoiced amount and dividing by the number of visit invoices closed during the reporting period
- Average Non-Visit Invoice – This is calculated by taking the Total Non-Visit Revenue Invoiced amount and dividing by the number of non-visit invoices (standalone) closed during the reporting period
- Average Client Transaction (includes deposits) – This is calculated by the total of all payments and deposits within the reporting period divided by the number of distinct client accounts who made payments and deposits within the reporting period
- Average Income Per Hour (includes deposits)
Totals by Status (status counted is patient’s status at check-out):
- List totals by Outpatient, Inpatient, Boarding, On-The-Way
- Includes Closed Visit Invoice Count by status board
- Includes Amount (Total Visit Revenue Invoiced by status)
- Includes Percentage of Total by status board
Totals by Species:
- List totals by various species
- Includes Closed Visit Invoice Count by species
- Includes Amount (Total Visit Revenue Invoiced by various species)
- Includes Percentage of Total by various species
Totals by Breed:
- List totals by various breads
- Includes Closed Visit Invoice Count by Breed
- Includes Amount (Total Visit Revenue Invoiced by various breeds)
- Includes Percentage of Total by various breeds
Totals by Ward (ward counted is patient’s ward at check-out):
- List totals by various wards
- Includes Closed Visit Invoice Count by various wards
- Includes Amount (Total Visit Revenue Invoiced by ward)
- Includes Percentage of Total by various wards
Totals by Service (service counted is patient’s service at check-out):
- List totals by various services
- Includes Closed Visit Invoice Count by various services
- Includes Amount (Total Visit Revenue Invoiced by service)
- Includes Percentage of Total by various services