How do I keep track of Revenue report?

Purpose: 
To monitor and analyze the clinic’s financial performance by tracking revenue generated from completed visits, with breakdowns by therapist and discipline.

Scope: 
This report provides:

• Total revenue from billed visits
• Filtering by: 
  • Individual therapists (productivity analysis) 
  • Clinical disciplines (revenue by service type)
• Date-range customization (e.g., monthly/quarterly trends)

Procedure:

1. Navigate to Reports > Financial > Revenue Report
2. Apply filters:
   1. Select therapist(s) or discipline(s)
   2. Set date range (e.g., current month)
3. Review revenue data:
   1. Total collections
   2. Revenue per therapist/discipline
4. Export for further analysis (e.g., Excel)

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The revenue report is used to track the amount of money the clinic receives from successful visits. This report can be filtered to see how much revenue specific therapists bring into the clinic, and how much specific disciplines bring into the clinic.