Mid Month Financial Projections

The Mid-Month Financial Projections report shows the actual services provided compared to the benchmarks established for each practitioner. We work with each client to set custom benchmarks for their practice. These benchmark values are determined based on productivity and income goals. We set an allowable variance for each benchmark and If the allowable variance is exceeded at the middle of the month, the system automatically sends an email notification to the practitioner to login and review the Mid-Month Financial Projections.

The Mid-Month Financial Projections report also provides several other areas for practice analysis and its an excellent way determine where you will be at the end of the month.

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