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Displays all your new clients that have visited your practice for this current month (default date range). You can zoom into the data which allows you to...

Optimizer Classic allows you to customize the specific procedure (item) category, which apply to various KPIs and reports. When your practice management sof...

Getting to  "Providers Gross Production" Click on KPIs -> Veterinarian KPIs -> Provider Gross Production.   Displays your provid...

  The retention report tracks the number of active clients that visit the practice more than once in 12 months (or 18, 24, 30 months, depending on you...

Displays your procedure items production (by service group's and treatment category) that are taken from the practice software for each line item co...

A simple script might look like this:     Hello, this is Sue from XXX Animal Hospital. I'm calling today because we are updating our records, an...

Transaction dates used in Optimizer Classic for reports and KPI's are dictated by the date a transaction (invoice) is dated, not necessarily the date o...

You can save a few hours of costly time every week/month getting practice level data in a report.   You can save time/money in the following ways: ...