The Clinic Summary report inside Juvonno has all the metrics you need to complete the EMR sections of your Clinic Accelerator Weekly Scorecard. This article will walk you through How to Fill-out the Clinic Accelerator Weekly Scoreboard using Juvonno's Clinic Summary Report
| Note: The scorecard used in this article was an example provided by Clinic Accelerator. Weekly scorecards will vary. |
Step 1: Finding the Report
Go to Reports then select Clinic Summary under the Sales category
Step 2: Running the Report
Select your Clinic, Start & End Date then Create
| Tip: If you're running multiple clinics, the All Clinics option will create individual tabs for each clinic in the report generated |
This will download your report into a spreadsheet (.xlsx file) which can be opened using Excel or Google Sheets
Step 3: Filling in the Scorecard
Using the chart below, match the fields from the Scorecard to the ones on the Clinic Summary Report and enter them into your scorecard
Click here for a full list of matching field names
| Weekly Scorecard Field Name | Clinic Summary Field Name |
| Total Revenue ($) - All Services & Product | Total Revenue |
| Total Payments ($) - All Services | Payments Received |
| AR ($) - Greater than 90 days | AR 90+ |
| Total Ax - All Services | Total # of Assessment |
| [Discipline] - Total Service Revenue ($) |
[Discipline] Services Sales |
| [Discipline] - Total Ax/Initials | [Discipline] Services Assessments |
| [Discipline] - Total TX | [Discipline] Services Active Appointments |
| [Discipline] - Total Slots | [Discipline] Services Appointments |
| [Discipline] - Arrived Slots | = [Discipline] Services Assessments + [Discipline] Services Active Appointments |
| [Discipline] - Total Cancels (%) | [Discipline] Services Cancelled % |
| [Discipline] - Total Fall offs | [Discipline] Services Drop-offs |
Conclusion
You've successfully filled out the EMR sections of your Clinic Accelerator Weekly Scorecard using a single report!