While there are 80+ Reports in Juvonno, to help you figure out which one matches your company's workflow best, we've put together a list of the most popular and recommended reports along with the details each report includes. These are the Top 10 Reports to Run on a Regular Basis
Comprehensive Sales
This report provides the most extensive sales details for any given date range and features a variety of filters such as staff group, practitioner, specific product/service departments, categories or items.
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Clinic Summary Report
Get a complete overview of your entire operation using the Clinic Summary Report. This report gives you a high-level summary of all key business indicators (KPIs) including receivables, attendance, assessments, patient flow, collections, and unbilled services.
The report also features tabs displaying the results for each individual Clinic and Practitioner.
| Tip: Clinic Accelerator Members, this report has all the metrics you need to complete the EMR sections of your Weekly Scorecard! |
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Sales by Date
Sales by Date gives you a full list of all sales for your selected Clinic and Date Range. The report will show you the Date, Patient Name, Transaction #, Subtotal, Taxes, Total, and provide a Monthly summary (if applicable).
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Payments Received
This report provides a list complete list of all payment data for your selected Date Range. You can also filter the report by Clinic, Payment Type, and Gateway.
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Accounts Receivable
This report will display all outstanding balances for your chosen Clinic. You can also filter this report to include/exclude Direct Invoices, Third Party Invoices, and Claims.
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Day End
This report provides an individual day's stat breakdown, which includes appointment statuses, practitioner appointment counts, total sales, invoice summaries and more.
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Accounting Report
This report provides all the data that your bookkeeper needs for date range reconciling.
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Patient Insights
Create and save customized patient report templates, selecting from an array of filters and choosing exactly which details and metrics to include on export.
Using Patient Insights, we highly recommend creating the 2 following reports:
Patient Drop-Off
This custom report will give you a full list of patients who have dropped off during your selected date range
Recommended Parameters:
| Report Filters | Report Includes |
| Last Appointment (date range) | Patient First & Last Name |
| Future Appointment Booked (Y/N) | Email Address |
| Practitioner Seen | Phone Number |
| Last Appointment Date |
Referral Sources
Use this custom report to track the number of referrals and revenue per referral type
Recommended Parameters:
| Report Filters | Report Includes |
| Default Clinic | Appointments Completed |
| Patient Referral Type | Total Invoiced |
Honourable Mentions
Clinic Statistics
This report provides a date range (i.e. monthly) clinical stat breakdown, which includes total appointment counts, sales, payments received, accounts receivable and referrals added.
Employee Sales Statistics
This report provides a date range (i.e. monthly) practitioner stat breakdown, which includes total pre-tax sales, arrived patients, appointment hours, available hours and an efficiency calculation.
Patient Summary Invoice
This report allows you to create a summary invoice report, filtered by Patient, insurance company, insurable items, and dates. This can be used to submit to insurance companies.