Applies to DVMAX version 8.6 and higher8.7
Determining which of your clients have spent the most over the course of the year involves performing a search and printing the results of that search.
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Important Note:
Generate a list of top-spending clients before updating the Spent YTD Field. For more information, see the Clear Clients Spent YTD section in the End Of Year Checklist document.
Determine a Spending Threshold
You need to decide on a spending threshold before performing a search for your top-spending clients. Simply put, the spending threshold is the minimum dollar amount a client must have spent at your clinic over the past year in order to be included as a top-spending client. For example, if you would like to see all clients who spent more than $1500 at your clinic over the last year, then $1500 is your spending threshold.
Generating the List of Top-Spending Clients
- To generate a list of the year’s top-spending clients:
- On DVMAX Client, click on the Section menu and choose Clients and Patients. The Find window appears.
- Search for Clients by General.
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- Click the Query button in the lower right hand corner of the Query Editor screen.
- The time required to perform this search is dependent on the speed of your computer and the number of clients and invoices in DVMAX.
Printing the List of Top-Spending Clients
To print your list of top clients:
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