How to use and read Revenue reports in ClinicSense

  1. Go to Reports, then Revenue
  2. Select your preferred Date range and Practitioners
  3. Click the Generate report button
  4. Optionally, click Download CSV or Download PDF to export the data

Notes

  • The report doesn't show sales tax, because taxes are not considered revenue
  • The top half of the report shows income that has been "recognized"
    • Recognized revenue is revenue that was earned within the specified timeframe
  • The bottom half of the report shows income that has been "deferred"
    • Deferred revenue was received within the specified timeframe, but not yet earned
    • Unredeemed gift certificates, treatment packages, and account credits are examples of deferred revenue
    • If the deferred revenue section is not present, there is no deferred revenue for the current filters
    • The last Deferred Revenue column shows the amount of deferred revenue remaining

Related articles

Was this article helpful?
0 out of 0 found this helpful
Still have questions?

Our customer care team is here for you!

Submit a request