How to use Vet-Telligence

Complete Practice Management Guide Your comprehensive solution for modern veterinary management

Step 1: Locate Vet-Telligence Tab

Find and click the Vet-Telligence tab in the top navigation menu of your screen. Step 2: Access Login Page Click the "Log On" button to access your secure account login page.

Log On Screen Sign in using the same email address where you received your registration link - you can use either your Microsoft or Google account. If you haven't received a registration link yet, please contact us.

Welcome to Your Vet- Telligence Dashboard Blue Box - Navigate seamlessly between Vet-Telligence products using this main navigation bar. The Financial Data dashboard automatically appears as your default landing page. Green Box - Use this dropdown menu to quickly switch between different hospital that you are associated with. Red Arrow - We highly recommend starting with the Practice Evaluation report for a comprehensive overview of your hospital's performance.

Main Financial Report

Your financial information are organized in an intuitive dashboard that puts powerful analytics at your fingertips. Red Box - Toggle between monthly snapshots and rolling 12-month views to spot both immediate trends and long-term patterns in your practice's performance. Green Box - Customize your analysis by selecting from key metrics like revenue, COGS, Labor, or EBITDA. This dynamic graph adapts instantly to show your chosen metric's progression over time. Pink Box - Gain strategic perspective with our 3-year trend analysis of critical metrics, helping you monitor your performance over time and make data-driven decisions for your practice's future.

Understanding Your Financial Dashboard Red Box - Displays your hospital's current EBITDA and valuation based on your selected multiple. The dashboard also shows your hospital's optimized value, calculated by analyzing ideal COGS, Labor, and Operating Expenses ratios. Thanks to implementing Vet-Telligence, this hospital is currently exceeding these optimized targets. Red Arrow - Indicates your hospital's actual performance metrics

Green Arrow - Shows the calculated optimized targets

Yellow Box - Returns you to the main dashboard view

Exploring Different Metrics

Toggle between various financial metrics to gain comprehensive insights into your practice's performance. Each metric provides unique perspectives on your business health, from revenue, COGS, and labor. By examining metrics individually, you can focus on specific aspects of your practice and identify areas for improvement or growth.

Cost Evaluation Report The Cost Evaluation Report provides a comprehensive analysis of your practice's financial performance, comparing current metrics against optimized targets. Red Box - Displays comprehensive breakdown of major cost categories, allowing you to track key expense areas Yellow Box - Presents your current Profit & Loss figures, both in absolute amounts and as percentages of revenue, giving you clear visibility into your financial position Green Box - Highlights revenue-based optimization targets, providing clear benchmarks for your practice to achieve optimal financial performance Red Arrow - Offers specific, actionable recommendations for each category to help your practice reach its optimized financial targets

Additional Cost Evaluation Features Blue Arrows - Display automated budget targets for labor and COGS (Cost of Goods Sold) calculated from your previous week's revenue. These dynamic targets guide your practice towards optimal financial performance. Red Box - Presents a comparative analysis between your hospital's performance and optimized benchmarks, including your current EBITDA (Earnings Before Interest, Taxes, Depreciation, and Amortization).

P & L Report The Profit and Loss Report provides a detailed breakdown of your practice's financial performance, helping you track revenue, expenses, and overall profitability. Red Box - Select custom date ranges to analyze your financial performance across different time periods, from monthly to yearly views. Every category in the P&L report is interactive and expandable, allowing you to drill down into specific financial details such as revenue, operating costs, and Cogs for deeper analysis.

Profit and Loss Summary Report We've simplified the traditional P&L report into an intuitive summary dashboard that helps you quickly assess your practice's financial health. This streamlined view presents key metrics in an easy-to-understand format, allowing you to make informed business decisions.

Red Box - Customize your analysis by selecting any time period, from monthly to yearly views, to match your reporting needs.

Green Box - Visualizes your financial trends through an interactive graph, displaying performance patterns over the selected time period. Blue Box - Compares your current performance metrics against the same period from the previous year, highlighting key drivers of growth or areas needing attention.

Manage Hospital Access comprehensive hospital management controls through the navigation menu's "Manage Hospital" button. This feature is exclusively available to designated hospital administrators, empowering them with advanced system controls. As an administrator, you can manage team access by inviting and managing user permissions, oversee financial configurations through chart of accounts mapping, and customize report settings to align with your hospital's specific needs.

Administration Controls

Red Box - Displays the most recent report update timestamp, helping you monitor data synchronization and identify potential connection issues. Blue Box - Access the mapping interface between your QuickBooks Online chart of accounts and the VMG/AAHA standardized chart of accounts. Green Box - Generate and share registration links for new team members to access your hospital's data. Links can be easily distributed via email for seamless onboarding. Red Arrow - Manage user access and permissions for your hospital's data. As the administrator, you can view all registered users, reassign administrative privileges, and control data access permissions. Blue Arrow - Access the integration hub for QuickBooks Online and AllyDVM connections and settings.

Mapping Interface The mapping interface allows you to align your QuickBooks Online accounts with the standardized VMG/AAHA chart of accounts system. Red Box - Displays the standardized VMG/AAHA chart of accounts. Each category can be expanded to match with your specific business accounts. Blue Box - Shows your hospital's QuickBooks Online chart of accounts, including detailed information such as name, classification, type, sub-type, and account numbers to facilitate accurate mapping to the VMG/AAHA standards. The accuracy of your account mapping directly impacts your financial visualizations, as all graphs and reports are generated based on the standardized VMG/AAHA chart of accounts structure. Proper mapping ensures your financial data is correctly categorized and meaningfully displayed.

Hospital Metric The Hospital Metrics Report provides comprehensive insights into your practice's performance through key data from your Practice Information Management System (PIMS). Track essential metrics including your active client base, active patients, average patient and client transactions, and invoice patterns - all designed to help you make informed decisions about your practice's growth and efficiency. These real-time metrics enable you to monitor practice health, identify trends, and optimize your operations.

Hospital Metrics

The Hospital Metrics dashboard provides a powerful customizable view of your practice's key performance indicators over time. Red Box - Select from a comprehensive range of vital metrics including revenue, patient visits, average transaction value, and more to visualize your practice's performance trends. Blue Box - Customize how your selected metrics are displayed through various visualization options, enabling you to analyze data through different perspectives and time frames. Green Box - View your chosen metrics displayed in clear, actionable graphs that help identify trends, patterns, and areas for improvement. The current view shows your revenue monthly over a two-year period, allowing you to track long-term growth and seasonal patterns.

Detailed Provider View Red Box - Drill down into your practice's performance with detailed provider-level metrics. This powerful feature allows you to analyze individual provider productivity and monitor key performance indicators for each veterinarian in your practice. Use these insights to optimize scheduling, identify training opportunities, and ensure balanced workload distribution across your team.

Provider View Red Box - Select and compare up to three providers simultaneously through this intuitive dropdown menu, enabling effective performance analysis across your veterinary team. Green Box - Customize your analysis period with flexible date range controls, allowing you to track provider performance trends over any time frame you choose. Blue Box - Access detailed visual analytics that transform provider data into actionable insights. Tailor your view by selecting specific metrics, mirroring the comprehensive options available in the main hospital metrics dashboard.

Profit Defender

Allows you to develop a data-driven pricing strategy for your practice.

Profit Defender The Profit Defender application empowers you to manage your pricing campaigns effectively. In the main interface, you can initiate a new campaign using the Red Box, while maintaining visibility of all your active and completed campaigns. For completed campaigns, you can leverage the Profit Defender Validator tool to analyze results and ensure your pricing strategies are achieving optimal outcomes. This powerful feature helps you make data-driven decisions about your practice's pricing structure.

Profit Defender Red Box - View your products and services ranked by their potential EBITDA (earnings) impact, helping you identify your most financially significant prices to increase. Green Box - Adjust pricing with interactive sliders to find the optimal price point for your market, balancing profitability with market acceptance. Red Arrow - Track potential EBITDA growth in real-time as you adjust prices. This projection assumes consistent service volume after price adjustments. Blue Box - Monitor your progress toward the target 20% EBITDA increase, helping you achieve your financial growth goals.

Profit Defender Red Box - Provides dynamic revenue projections that update instantly as you adjust pricing strategies. This sophisticated forecasting tool maintains current service volume assumptions to deliver accurate, actionable insights into how price modifications will impact your top-line revenue. Blue Box - Delivers real-time calculations of your practice's projected valuation increase based on your selected price adjustments, helping you make informed decisions that maximize your hospital's long-term value and growth potential.

Profit Defender Validator Price adjustments in veterinary practices often raise concerns about potential changes in service volume. The Profit Defender Validator addresses these concerns by providing detailed analytics of your pricing campaign results at 3, 6, 9, and 12-month intervals after implementation. Red Box - Displays a comprehensive list of products and services where pricing changes were implemented. Blue Box - Presents clear metrics showing both percentage changes in service volume and revenue impact across the selected time periods. This powerful validation tool enables you to confidently assess the effectiveness of your pricing strategies and make data-driven decisions for your practice's continued growth.

Practice Optimizer Making strategic decisions about practice improvements can be challenging without the right insights. Practice Optimizer leverages advanced AI technology to not only identify the most impactful areas for improvement in your hospital, but also provides specific, actionable recommendations for implementation.

Practice Optimizer Transform your practice management with our intelligent AI-powered analysis tool. Simply input a few key metrics from your P&L report to receive comprehensive insights and actionable recommendations for your veterinary practice. Our sophisticated algorithm analyzes your financial data to identify optimization opportunities and provides clear, implementable solutions to improve your practice's performance and profitability.

Practice Optimizer Red Box - Delivers a comprehensive snapshot of your practice metrics alongside industry benchmarks, helping you quickly identify where your practice stands in relation to industry standards. Green Box - Features interactive buttons that unlock detailed action plans for each area of your practice. Click any button to receive step-by-step recommendations designed to optimize your operations and boost performance.

Thank You for Choosing Vet-Telligence We truly appreciate you choosing Vet-Telligence, a dvmSuccess company, as your trusted practice management partner. We're committed to supporting your veterinary practice's success and growth through our innovative solutions. If you need any assistance, our dedicated support team is always here to help.

We look forward to being part of your practice's continued success story.

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