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Running a successful practice is about more than patient care—it’s also about balancing the business and administrative demands. That’s why we’re developing features to not only enhance your operations but also help you avoid burnout and secure the future of your practice.
Managing finances for your practice doesn’t need to be time-consuming. With Automatic Statement Summaries, financial updates are automatically delivered directly to your inbox—so you don’t even have to think about it. Designed to streamline financial tracking and eliminate manual effort, this feature ensures you’re always informed and in control.
What Are Automatic Statement Summaries?
Automatic Statement Summaries are automatic financial updates sent weekly or monthly via email. These summaries consolidate your financial data from all providers in your practice into an easy-to-read format, helping you effortlessly stay on top of your practice’s revenue.
What’s Included?
Each statement provides a comprehensive financial snapshot of all provider and patient activities in the portal, including:
- Patient payments and retail fees collected: See how much revenue your practice generated.
- Cashout details and payouts: Track deposits made to your bank account with no guesswork.
- Credits allocated to future orders: Stay informed about unused balances you can apply to future orders.
All summaries are delivered automatically to your inbox, ensuring you never have to worry about remembering to track or compile regular updates.
Supporting Your Success: Why We Developed Automatic Statement Summaries
At Vibrant Wellness, we understand that managing a practice comes with endless responsibilities. Tracking transactions shouldn’t add to the stress. That’s why we developed Automatic Statement Summaries—to make it easier to manage your transactions directly through the portal. With streamlined tools and automated insights, you can simplify your operations so you can focus on the health of your patients.
Longevity for Providers, Practices, and Patients
We believe longevity is at the heart of healthcare—longevity for you as an individual, your practice, and your patients. That’s why we’re committed to developing tools that not only help your practice thrive but also reduce administrative burnout, allowing you to focus on delivering care that empowers healthier, longer lives for your patients.
A thriving practice depends on efficient operations and clear financial insights. Our new features, like Automatic Statement Summaries, provide the tools you need to monitor your revenue, streamline operations, and make informed decisions about your business.
With improvements like Automatic Statement Summaries, you can sustain your energy and passion for integrative care, ensuring both the longevity of your practice and the well-being of your patients.
