Heartworm Monthly Assessment

Heartworm Monthly Assessment

Here's a list of tools in Practice Optimizer to help you track heartworm promotion.

1. Create a custom KPI

• -track your heartworm prevention product sales

this will show who sold the product(s) and how many times the product(s) were sold.

2. Fee Optimizer

Track your individual heartworm procedure codes/ inventory codes

• track the procedure count


• total production per code

3. Top 20 sales Items

• check to see if your promotion on Heartworm made into your Top 20 Sales Items (change the date range to the target promotion date range)

4. Patients Now

Target to Clients who's pet has not received Heartworm prevention products, or haven't had a heartworm test