Following the initial integration and setup, or if you make substantial changes to Revenue Retriever rules, we recommend that you review the built-in reports to check that the reported figures make sense.
- Log in to the Revenue Retriever website.
- Click the Reports button.
- Set the Start Date and End Date to cover a period with which you are familiar, perhaps the previous financial year.
- Click Submit Selection to update the charts and tables with that data.
Initial checks
If you are setting up Revenue Retriever, these two figures can provide reassurance that your billing data is being imported and analysed correctly:
- Turnover. Are the gross and net turnover figures about what you would expect from your financial accounts? The figures are likely to be somewhat different, as Revenue Retriever does not include credit notes.
- Audited Value of Rules. Based on our experiences with veterinary practices worldwide, we have observed that the total loss is typically between 5% and 20%. The more rules you have applied, the higher this figure is likely to be. ***** Is this right? what will benchmarks be set at by default ??? *****
If these figures are substantially different to what you would expect, please contact us by raising a support ticket.
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