Setup and recurring review
Make the data path understandable.
Start with your systems, access, and reporting questions. Confirm the setup scope before connecting a source.
What to prepare before connecting.
01
Your practice systems
Identify your PIMS, accounting, payroll, and scheduling systems. Bring the product edition, account region, and the data you need to review.
02
Someone authorized to connect
OAuth connections require an authorized account. ezyVet setup requires approved integration credentials and a production Site UID. ADP access has provider-specific approval requirements.
03
Your reporting definitions
Confirm categories, date ranges, and who will review discrepancies. Historical imports and missing mappings need review before comparisons are meaningful.
Connection, mapping, and validation.
01
Connect approved sources
Your authorized account approves supported access. Confirm required permissions and any vendor charges before connection.
02
Review mapping and history
Check service categories and available history. Have your bookkeeper or practice manager review ambiguous classifications.
03
Check the first reporting window
Compare selected records, totals, source labels, and dates against the underlying system. Resolve gaps before using the dashboard in a management review.
04
Agree on ownership and support
Choose who checks stale connections, who maintains mappings, and how questions reach support. Setup timing and responsibilities should be agreed in your proposal.
A review cadence you can sustain.
01
See what changed
Start with the reporting period, revenue trend, collections, and labor context. A movement in a metric is a question to investigate.
02
Check the underlying data
Look at the source, reporting range, and last update. Check category mappings before comparing periods.
03
Identify what needs review
Review receivables, missing pay rates, mapping gaps, and stale data in context. Avoid decisions based on incomplete inputs.
04
Discuss the next action
Agree on a follow-up with your practice manager, bookkeeper, or accountant. Return to the same reporting window to review progress.
Scheduled source refresh is separate from your review habit. Choose a practical recurring conversation; check last update and source status every time.