This article outlines the steps to access and utilize the Net Revenue report.
Key Steps
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Accessing the Net Revenue Report 0:13
- Navigate to the Billing and Reports section in the system.
- Locate and select the Net Revenue Report.
- If desired, use the filter options to:
- Select the location you want to analyze.
- Set a custom date range to focus on a specific period.
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Understanding the Report Data 0:45
- The report displays:
- Total amount collected from invoices and payments for the specified date range.
- Glasses and contact lens orders for the specified date range.
- Total appointments for the specified date range (pulled from your calendar, regardless of appointment status).
- CEE Count - Determined by utilization of 92004 and 92014 codes
- CL Evals - Determined by utilization of 92310 code
- Payment method table displays the amount and percentage breakdown of collected revenue from different payment sources.
If you have any questions, please refer to Barti's Help Center or create a support ticket at support.barti.com.