Benefit Usage Report
The Benefit Usage report provides insights into how enrolled clients utilize their care plan benefits. The key metrics include:
- Total Revenue: The total value of services rendered under care plans.
- Deferred Revenue: Revenue collected but not yet recognized.
- Discounts: The total value of discounts applied.
- Payments: The amount collected from clients for services rendered.
These metrics provide a financial overview of how care plan benefits are being used and their impact on clinic revenue.
This table details benefit utilization and revenue calculations for each patient:
- Customer: The pet owner’s name.
- Patient: The enrolled pet’s name.
- Usage Date: The date the benefit was used.
- Care Plan: The care plan associated with the pet.
- Enrollment Status: Indicates if the plan is active.
- Invoice Total: The total cost of services rendered.
- Exam Cost: The cost of any exams performed.
- Exam Credits Used: The portion of the cost covered by care plan credits.
- Exam Revenue: Revenue recognized from exams.
- Account Credits Used: Any additional credits applied.
- Deferred Revenue: Revenue that has been collected but not yet recognized.
- Invoice Remaining Balance: Any remaining balance on the invoice.
- Bonus Discount: Additional discounts applied.
- Payment Due: The remaining balance owed by the client.
- Care Plan Coverage: The portion of the total cost covered by the care plan.