Key Performance Indicators: The Vital Signs of Your Practice
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1 Key Performance Indicators: The Vital Signs of Your Practice
2 Presented by: Key Performance Indicators Michelle Campoli, CVT, CVPM Performance Improvement Specialist IDEXX Laboratories Christy Johnson, CVPM, PHR Administrator and Co-owner Pampered Pet Health Center in Port Charlotte, Florida
3 Session Objectives Define Key Performance Indicators (KPIs) Identify KPIs for your practice How to capture and measure KPIs Determine reporting frequency
4 You can only manage what you measure!
5 Definition: Key Performance Indicators A measurement of critical performance activity in a given period of time
6 Measuring Up: Sources for Industry Benchmarks American Animal Hospital Association (AAHA) American Veterinary Medical Association (AVMA) Veterinary Hospital Manager s Association (VHMA) National Commission of Veterinary Economic Issues (NCVEI) Veterinary Economics The Well-Managed Practice Study IDEXX Cornerstone Dashboard Your peers here and YOURSELF!
7 Using Industry Benchmarks Yourself Compare month to month Compare year to year Use comparable factors when looking at industry benchmarks: Practice type (small animal, general, specialty) Location (geography and type urban, rural) Practice size (<2 FTE DVMs, >6 FTE DVMs)
8 Key Performance Indicators Financial Revenue Invoices Average client transaction Accounts receivable Service/Inventory ratio Fee variances and discounts Inventory margins
9 Revenue Total revenue Key Performance Indicators Financial Per classification and/or Revenue Center Per doctor 5x annual salary
10 Invoices Total number of invoices per month per FTE DVM per month for hospital Per doctor Key Performance Indicators Financial per month based on practice type Per client Per species
11 Key Performance Indicators Financial Average client transaction (ACT) Summary ACT Per doctor Invoices and ACT Always measured together!
12 Accounts receivable (A/R) Overall A/R 1% of annual revenues Age of A/R Key Performance Indicators Financial Current, 30-day, 60-day, 90-day balances Per doctor
13 Service/Inventory Ratios Hospital Key Performance Indicators Financial 70/30 (dependent on practice type) Per doctor 80/20 (dependent on practice type)
14 Fee variances and discounts Key Performance Indicators Financial Hospital <1 2% of total revenues Per doctor Per client Per discount type Per item Frequency Specific items Amounts
15 Key Performance Indicators Financial Inventory Margins Minimum 40% to cover all ordering and holding costs Market commodity vs. exclusives Example: Flea medication vs. holistic remedy Doctor production considerations
16 Compliance Reminder compliance rates Services per species group Services per age group Diet/Diagnosis compliance Chronic medication compliance Key Performance Indicators
17 Key Performance Indicators Compliance Reminder compliance rates 87% average 1 Use multiple modalities to increase reminder compliance 1. American Animal Hospital Association (AAHA). The Path to High-Quality Care: Practical Tips for Improving Compliance. Lakewood, CO: AAHA Press; May 2003.
18 Compliance Services per species/age group Practice determined Key Performance Indicators Dentistry, Preventative Care (Wellness) testing commonly tracked Preventative Care Plans
19 Key Performance Indicators Compliance Diet/Diagnosis compliance 18 19% average 1 Chronic medication compliance Monitoring compliance increases overall compliance 55% when not monitored 1 78% when monitored regularly 1
20 Key Performance Indicators Efficiency Total appointment times Appointment fill/show rate Inventory turn rates ABC inventory analysis
21 Efficiency Total Appointment times Key Performance Indicators By doctor, reason for visit, day of the week Thur Monday
22 Key Performance Indicators Efficiency Appointment fill/show rate Appointments per doctor Appointments per day Appointments per reason for visit No show, cancelled appointments
23 Efficiency Inventory turn rates Key Performance Indicators 8 12 turns annually on top 20% of items 80/20 rule ABC Inventory Analysis A = highest volume in sales/cost Count monthly B = medium volume in sales/cost Count quarterly C = low volume items in sales/cost Count twice a year
24 Other KPIs New clients New patients Client retention rates Client referrals Patient visits Client visits Key Performance Indicators
25 Key Performance Indicators Other KPIs New clients new clients per FTE doctor Based on geography and practice type
26 Other KPIs New patients Similar to or greater than new client numbers Client retention rates % of active clients seen % of active patients seen Key Performance Indicators
27 Other KPIs Client referrals Key Performance Indicators Tracked for every new client! Should always be 100% Use to guide your marketing decisions Patient visits Minimum 2 visits per year Client visits (median and average-aaha 1 )
28 Capturing and Measuring End of period reports Snapshot Performance tracker Inventory reports IDEXX Cornerstone Dashboard Appointment Scheduler Compliance Assessment Tool Client/Patient report builder Microsoft Excel
29 End-of-period reports Key Performance Indicators Accounts Receivable (EOM) Cost of Goods Sold (EOM) Service and Inventory Sales (EOD, EOM, EOY) New Client Report (EOD, EOM, EOY) Summary reports (Daily, Monthly, Yearly) Discount reports (EOD, EOM) Staff Commission
30 Key Performance Indicators End of Period Reports Standard Fee Exception (EOD) Statistics by species (EOD, EOM, EOY) Statistics by staff (EOD, EOM, EOY) Payment by Type (EOD)
31 Key Performance Indicators Snapshot Based on EOM closing periods Per month or multiple-month period options Graphing options Reports by practice, staff and species
32 Key Performance Indicators Performance Tracker Based on EOM closing periods for tracking Reports by doctor, client, patient and reminders Gross, net and average values Doctor statistics including service/inventory items sold Client and patient statistics Future, overdue and missing reminders
33 Key Performance Indicators Inventory Reports Inventory audit report for sales of linked items Inventory turnover Inventory cost Inventory profit analysis
34 Appointment Scheduler Appointment summary Appointment Tickler Report Census report (patient report) Key Performance Indicators
35 Compliance Assessment Tool Health-care protocols Missing services Protocol alerts Medication monitoring compliance Compliance Reporting Key Performance Indicators
36 Client/Patient Report Builder Customizable reports New Client report Missing services Medication monitoring compliance Key Performance Indicators
37 Key Performance Indicators Microsoft Excel Save Cornerstone reports to Excel Additional data fields available Create additional filter and ordering options Pivot tables Graphing capabilities
38 Key Performance Indicators IDEXX Cornerstone Dashboard FREE Monthly report Compares your practice to your region Based on practices of a similar size
39 Key Performance Indicators IDEXX Cornerstone Dashboard: Features Total revenue with service/inventory ratio Number of clients/patients seen Average per client/patient Number of invoices, average invoice Revenue per species, day of the week, postal code Top five service and inventory items sold Workstation analysis
40 Key Performance Indicators Enabling the IDEXX Cornerstone Dashboard Tools menu Data Service Agreement Select Yes, Please Accept terms and conditions Verify address to receive your FREE monthly report at
41 Key Performance Indicators Reporting Frequency Daily Daily summary, fee exception, deposits, payments Weekly appointments, new clients/patients, referrals Monthly statistics by staff, discounts/fee variances, revenues, commission, A/R, S/I ratios, compliance, inventory Quarterly revenue, discounts, inventory, compliance Annually client retention, patient/client visits, revenue, inventory, client sales
42 Thank you! Questions? Please fill out the survey and turn it in Next sessions Driving Consistent & Profitable Medicine Using Defaults and Smart Group Codes Best Practices in Inventory Management Instructor-Led Lab: Enhanced Medical Notes Setup for Paper Chart Practices
43 Measuring Up: Sources for Industry Benchmarks American Animal Hospital Association (AAHA) Veterinary Fee Reference Financial and Productivity Pulsepoints aahanet.org American Veterinary Medical Association (AVMA) Report on Veterinary Practice Business Measures avma.org
44 Measuring Up Sources for Industry Benchmarks Veterinary Hospital Manager Association (VHMA) Practice Diagnostic Report vhma.org National Commission on Veterinary Economic Issues (NCVEI) Online benchmarking tools and reports ncvei.org
45 Measuring Up Sources for Industry Benchmarks Veterinary Economics veterinarybusiness.dvm360.com Well-Managed Practice Study wellmp.com
46 Cornerstone is a trademark or registered trademark of IDEXX Laboratories, Inc. or its affiliates in the United States and/or other Countries. All other product and company names and logos are the trademarks of their respective holders.
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