Overview
The Revenue Retriever integration in Vetera helps veterinary practice owners identify and resolve billing errors. It does this by automatically reviewing consultations and invoices against configured rules to ensure all necessary items and services are included before invoice finalisation.
When a consultation is completed and the appointment is updated to the 'Ready for discharge' status, the integration checks for any missing items and services based on customisable rules configured in Revenue Retriever. These suggestions may include variants of the same product or service or related items based on what has already been added. Users can choose to add the suggested items or override the suggestions. Overriding requires user-specific permissions configured in Revenue Retriever, where the number of overrides allowed per day can also be set. Overrides are logged for review and analysis. For more information on configuring rules and setting user-specific permissions, please refer to the Revenue Retriever documentation.
Set up and Activation
Note
To use this feature, you must first sign up with Revenue Retriever. For further guidance, please contact [email protected].
To enable Revenue Retriever Integration with Vetera, you need administrator permissions.
Activate the integration.
Go to Settings > Integrations > Open API Access.
Select the Add Application button.
In the Add application dialogue box, select Revenue Retriever.
Select Save. API credentials are sent to Revenue Retriever and a virtual user named 'Integration Revenue Retriever' is automatically created for permission management purposes.
Assign permissions.
Find the 'Revenue Retriever' group in the Permission groups list and select the shield button ('Permissions') in its row. The Permissions for Group dialogue opens.
Add the following permissions for the group:
General: Patients and clients, Consultations and its items
Financial: Invoices
Profile: User profile page
Settings: Clinic location settings, Items
Select Save.
Test the connection.
To test whether the permissions are set correctly, go to the Test OAuth web page: https://revenue-retriever.com/test_oauth.
Enter the Vetera ID for the Vetera environment where the integration is enabled into the numeric input field.
Select Test.
If the Overall Status of the test shows "OK", the connection between Revenue Retriever and the selected Vetera environment has been successfully verified. If an error appears, it may indicate that some permissions are missing. In this case, review the permissions assigned to the permission group, update them if necessary, and rerun the test.
Enable the integration per clinic location.
Go to the clinic location where you want to enable the integration.
Go to Settings > Integrations > Revenue Retriever.
Select the pen button to edit the settings.
Select the Enable Revenue Retriever checkbox.
Select Save.
Repeat these steps for each clinic location where the integration needs to be enabled.
How Revenue Retriever Works in Vetera
Once activated and enabled, the Revenue Retriever integration automatically operates during the consultation and invoicing process when items with rules set up in Revenue Retriever are added to a consultation.
Suggestions on the Consultation Page
When you select the Ready for discharge checkbox on the consultation page, Revenue Retriever checks the consultation for any missing items or services based on the clinic's rules. If any items required by the clinic’s customisable rules are missing, a prompt appears suggesting additional items to include.
You can address the prompts in the following ways:
Add the suggested items: Select the checkbox next to an item and select Save in the dialogue that appears.
Ignore the suggestions: Select Proceed without suggestions to override recommendations, if permitted by user-specific permissions configured in Revenue Retriever. This action enables the Mark as ready for discharge button. If a user-specific limit has been set, the number of remaining overrides available to you is shown below the button.
Manually add items: If the suggestions are not appropriate, you can select Cancel to return to the consultation page and manually add the required items.
The Revenue Retriever integration can suggest up to 20 items at a time. If more than 20 applicable suggestions exist, the Return to consultation button appears, allowing you to go back and manually add the necessary items.
Once you have added or overridden the suggestions and all issues are resolved, you can complete the consultation by selecting the Mark as ready for discharge button.
Suggestions on the Invoice Page
Note
The Revenue Retriever integration supports only the two-step invoice finalisation workflow and is not available for the single-step workflow.
Suggestions displayed on the consultation page are also shown on the invoice page.
Once you have added or overridden the suggestions and all issues are resolved, you can complete the consultation by selecting the Mark as ready for discharge button. The invoice cannot be finalised if any Revenue Retriever-related notifications or other issues remain unresolved.
Revenue Retriever Error Statuses
In some cases, Revenue Retriever may display error statuses. These indicate connectivity or account-related issues that need to be resolved before proceeding.
Account error: The Revenue Retriever account is not correctly linked or has missing credentials. Contact Revenue Retriever support for assistance.
Connection error: Revenue Retriever cannot connect to Vetera due to network issues or service downtime. Check your internet connection and try again. If the issue persists, test the connection. If the previous steps do not help, contact Revenue Retriever support.