Mid-Month Financial Projections
The Mid-Month Financial Projections report shows the acutal services provided compared to the benchmarks established for each practitioner. We set benchmarks through an interview process with the practitioner. The benchmark values are determined based on income goals that the practitioners have set for themselves. We set an allowalbe variance for each benchmark. 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
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