Adding products and services to a Revenue Retriever rule – Revenue Retriever

Revenue Retriever rules are triggered when specific products appear on the customer invoice. When a rule is triggered it checks for other products that should also be included on that invoice. For example, a rule may be triggered if the invoice includes an anaesthetic and will check that the invoice also includes a charge for hospitalisation.

Note: When we talk about products in this article we are also including services.

Updating Revenue Retriever with your latest products and services

When new products or services are added to your product lists in Provet Cloud, they are not immediately available for Revenue Retriever to work with. To ensure that you have the full set of products and services in Revenue Retriever, please follow the process for importing them.

Adding multiple trigger products - AND-OR

In some circumstances you need to have a rule which uses two or more products as the trigger. This can work in very different ways, according to what you need:

Trigger the rule if any of the products is on the invoice.
- This is very useful when you have product variants which all trigger the same checks.
- For example, if Meloxicam 20ml OR Meloxicam 50ml are on the invoice.
- We call this an OR rule and is the default.
Trigger the rule only if all the products appear on the invoice.
- This is particularly useful for narrowing down the rule for specific circumstances.
- For example, if both an anaesthetic AND a canine-specific procedure are on the invoice
- We call this an AND rule.

If you are adding multiple trigger products, make sure you select the correct rule type in the editor:

and-or selector screenshot - marked-up.jpg

Adding the product(s) to trigger your rule

Provet Cloud maintains a separate price list with distinct products across each of your practices. This means that across your group you will have multiple instances of each product or service, one for each of the practices where it is used.

Revenue Retriever brings all these products and services together, so you can choose to create either separate rules that are specific to each practice, or a catch-all rule that applies across multiple practices.

If you want to create one rule that applies to multiple practices, you will need to select every instance of the products/services from each of those practices.

By default, Revenue Retriever allows you to select from all the products used across all your practices. However, if you need to narrow down to just one practice and its product list, you can select that site from the first selector in the Add Products section:

rules site selector screenshot - marked-up.jpg

To select and add a product or service to your rule:

Click on the second selector box in the Add Products section.
Start typing the name of the product. The first three letters are usually enough, but you can use more to narrow down further, or just scroll through dropdown list that appears.
Click on the product to highlight it.
Click the button, Add Top. This will add the product to the top box on the rules page, the triggers.

You can repeat this for any other products that you want to trigger the rule.

rules add product screenshot - marked-up.jpg

Adding the product(s) that should also be on the invoice

As well as the products which will trigger the rule, you need to specify which products should also be on the customer invoice, that Revenue Retriever will check for.

Please follow the process for adding trigger products, as above, except:
In the final step, click Add Bottom.

As described above, if you are creating a rule which applies across multiple practices, you will need to include all the instances of these ‘missing’ products from each of the practices.

Your vets will not see any of this complexity; when Revenue Retriever is triggered within Provet Cloud, it will only show vets those products/services that apply to their practice.

You can repeat this for any other products which this rule needs to check for.

rules add missing product screenshot - marked-up.jpg

Configuring stacking of rules

A rule can sometimes be triggered several times on the same invoice, for example when you are performing multiple blood tests or administering several medicine by injection. In that first example, Revenue Retriever should only add one blood sampling fee no matter how many tests were performed on the sample. However, in the case of multiple injections then Revenue Retriever needs to add an injection fee for each medicine administered. We call this stacking.

By default, rules in Revenue Retriever do not stack up multiple items; they are applied only once. If a particular item needs to be stacked in a rule, check the ‘Stack’ box next to that item.

Specifying which of multiple products to add to the invoice

With some rules, there may be several different products which you could potentially add. For example, there may be more than one type of Meloxicam injection. If you are configuring the rule to be automatically applied ('auto-correct') then you need to specify which of these products to default to. Typically, you will specify the most commonly used or lowest priced item to add to the invoice. Next to your chosen product, check the 'Add' box.

Save and finish

When you have finished adding products, click the Save button at the top of the screen.