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The Practice Overview Report

Veterinary KPIs made easy. The metrics you need to stay one step ahead.

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Practice Overview Report: Examples of KPI Reports

Stunning visuals tell you the full story

POR charts and graphs are beautiful and easy to interpret. Instantly and consistently see the story your data is trying to tell you.


Work smarter, not harder

Save your time and your sanity each month. Stop struggling to get data out of your PIMS. Our algorithms serve you accurate reporting.

You can’t be so busy running your practice that you don’t take the time to look at what’s happening and figure out where you want to grow.


Dr. Mark Coleman, Co-owner & Hospital Administrator

Taunton Road Animal Hospital

Track the health of your practice in 3 key areas:

Patient Activity Metrics

Is your practice growing? Are you adding patients faster than losing them?

Most practices track their new patients each month, but are you tracking patients lost as well? Similar to your bank account, your “patient balance” at the end of each month should be growing.

Practice Overview Report: Example of Patient Activity Metrics
Practice Overview Report: Example of Patient Summary Trend

What is your 12-month active patient trend?

Are you trending up or down? And how does that compare to the previous 12 months? A negative net change in active patients indicates a shrinking patient base.

Are you serving more patients? Are you providing the best care?

Looking at the number of invoices or ACT may not answer these questions if you consider multiple visits from the same patient, retail purchases, pharmacy refills, and $0 services like a suture removal.

Easily compare the number of unique patients treated in your practice each month, and the average revenue earned from each unique patient.

Do your recommendations decrease when you get busy? Strive to provide comprehensive care to more patients so that you can work smarter, not harder.

Practice Overview Report: Example of Patient Revenue

Revenue Metrics

Where are your dollars coming from?

Analyzing revenue earned in each service category gives you a clear understanding of what is actually happening in your practice.

Benchmarks for each category allow you to compare your performance against thousands of other VetSuccess practices nationally.

Revenue Breakdown

Can you benchmark apples-to-apples?

The industry-endorsed AAHA/VMG Chart of Accounts enables better benchmarking. And now instead of reclassifing every PIMS code, VetSuccess can do the heavy lifting for you!

Our proprietary mapping tool will align your revenue codes behind the scenes without changing a single code. Use the Chart of Accounts Appendix to review code classification and metrics to gauge revenue over time.

Customer Service Metrics

Are you setting your practice up for success?

The best way to ensure that your clients continue to come in regularly is to book their next appointment before they leave.

It’s no secret that what gets measured gets done. Set goals with your staff to increase forward booking and report progress on a regular basis.

Foward Booking
Practice Overview Report: Bonding Rate

Are you meeting your client’s expectations? Are you creating loyal fans?

You’re tracking new clients each month, but are you tracking how many of them return for a second visit? How do you know if they’re happy with their experience? How do you know if you’re attracting the right new clients?

Ensure that you're on the right track by analyzing your bonding rate, the percent of clients who return to your practice.

All this and much more in this powerhouse report!