You can change the options for Client Ratings through Tools & Utilities > Client > Set Ratings Options.
In this area of RxWorks you are able to:
Specify the Time Period for Recalculation by typing in a value (months). You can set whatever period you wish to, but we recommend 18 months for a small animal practice and 24 months for a large animal practice. This allows enough time for regular, smaller-spending clients to catch up to one-off big payers.
Specify the Calculation of Ratings based on Invoices or Receipts by selecting one of the options from the drop-down list. If you are cash-based, use Receipts. If you operate more on an account basis, chose Invoices.
Choose to include or exclude Bad Debtors by checking or un-checking the Exclude bad debtors check box. This will exclude clients marked as bad debtors from the calculations. Remember that a bad debtor is defined as someone who has a bad debt note on their account. Recalcitrant payers without a bad debt note will not be excluded. We recommend you exclude bad debtors, particularly if you are listing by Invoice rather then Receipt.
Choose the cut-off percentages for each of the Rating colours. If you have 2000 active clients, and you set the following rating cut-offs – P 10%, G 10%, S 10%, B 70%, then there will be 200 Platinum, 200 Gold, 200 Silver, and 1400 Bronze Clients.
Click Save to finalise your changes. This will prompt an immediate recalculation of the client ratings. Once this is complete, click ok to exit. If you do not want to make any changes, just perform a recalculation, press the Recalculate Ratings button.
Client Ratings are based purely on expenditure within a given period. The colour indicators on the client record do not indicate the ‘quality’ of the client, just the amount of money they have spent recently. For this reason you may wish to use other means of displaying valued clients.
RxWorks recalculates and updates all Client Ratings each time it performs a backup of the system.