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Profitdiagnostix can handle even the most complex branch situati= ons as long as your systems keep record of what belongs in each branch.
Below are just common examples, so if your accounting and data systems a= ppear complex, just ask us, it is likely that Profitdiagnostix can deal wit= h your complex splitting and re-combining of data.
Many scenarios can occur, here are some common examples:
Scenario 1: Multiple clinics on different servers with different= practice management systems. Each clinic has different accounting software= .
Example: Branch A runs on Rx works and Xero, Branch B runs on Ezyvet and= Quickbooks
In this case, we treat each practice as a completely separate business. =
We create a Profitdiagnostix system for each clinic.
If the business owner then requires to report as a group, we create a third=
system and SHARE the date from the 2 branches into what we call a =E2=80=
=98consolidated=E2=80=99 system.
Scenario 2: Multiple clinics on the SAME server, each clinic has= different accounting software
Example: 2 branches both run on the same server running one practice man= agement system. One of the branches connects via remote desktop. The practi= ce management system =E2=80=98tags=E2=80=99 all the transactions and custom= ers with a branch tag.
Whenever data resides in the same place (all on one server), it is more =
efficient to get ALL the date in one go.
We create one Profitdiagnostix system to get all the data - this system nam=
e will have ' - Data' at the end of it
We then SPLIT the data based on the branch tags, so an additional Profitdia=
gnostix system is created for each branch which then holds only the data fo=
r that branch.
We then connect the accounting software to each split system in this case b=
ecause each branch had separate accounting systems.
Finally, if the business requires this, we can still create a final =E2= =80=98consolidated=E2=80=99 system that generates reports for the entire bu= siness - this will bring back together the split data and merge the results= of the disparate accounting systems. It will also merge all the accounting= adjustments made for commercial owners wage and fair rent.
In cases where we split data, the first system called =E2=80=98XXXXX - D= ata=E2=80=99 can be used to map all your products and fees. This mapping wi= ll then carry across to the branches. This means you only have top map prod= ucts in one place and is very useful for large multi branch clinics.
If staff work at multiple branches, then it is also better to get indivi= dual staff reports from the first system labelled =E2=80=98XXXXX - Data=E2= =80=99 as this would score their performance across all branches vs having = to produce a different staff report for each branch for one staff member.= p>
Scenario 3: Multiple clinics on the same server and on the same = accounting software that want reports for each branch
From the perspective of the practice management system connection, this = scenario is exactly the same as Scenario 2.
However, in this case, all branches use the same accounting database. In= these cases Profitdiagnostix will support accounting systems that have a w= ay of tracking financial transactions for branches or departments. Many acc= ounting systems have this feature - in Xero it=E2=80=99s called =E2=80=98tr= acking=E2=80=99 and in MYOB it=E2=80=99s called =E2=80=98job codes=E2=80=99= .
So if your bookkeeper tags everything correctly by branch clinic, then w= e use exactly the same concept as we use for the practice management softwa= re. We first collect ALL the accounting data in the =E2=80=98XXXXX- Data=E2= =80=99 system. We then SPLIT the accounting data by branch and send a copy = of it to the Profitdiagnostix system for that branch.