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.