Powerful Business Intelligence to Drive Practice Growth

Detailed Reports

Monthly Practice Overview Report (POR)

This powerhouse report provides key insights into your practice’s overall performance in key areas – Revenue, Patient Activity, and Customer Service.  Includes trendlines, benchmarks, and your revenue transactions aligned to the industry approved Chart of Accounts.

Preventive Care Snapshot (PCS)

This unique, “heat map” snapshot clearly identifies how well you’re doing in every area of your practice’s preventive care protocol by provider. Also includes an appendix of treatments by patient.


The VetSuccess Daily Dashboard

A daily refresh of your critical KPIs. Our interactive dashboards allows you to drill in to the numbers to answer the questions that are most important to you.

Automated Marketing Solutions

RETRIEVER Email Program

We’ll automatically send emails to clients who haven’t visited your practice in 14, 16, and 18 months reminding them to book a wellness exam and we’ll send you a monthly report of campaign performance.

NEW! Fear Free Fecals

A completely automated, direct mail fecal reminder program statistically proven to increase fecal compliance by 55%! We’ll send clients a letter and stool collection bag encouraging stress-free at-home collection.

Professional Consulting Services

Pro Consulting Packages

Get the most out of your membership with a telephone consultation with a CVPM specially trained in data-driven consultancy. These sessions really help practices identify opportunities, focus in on priorities, and develop practical action plans.

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