powerful reports for your practice to excel

Reports

0. Key Performance Indicators and Practice Metrics

1. Compare Insurance Company Net Collections, Profits, Charge Backs & VSP Lab Charges

2. Track Sales by Dispensers and Source

3. Track Sales by Product Categories (for Frame Reps and Buyers)

4. Analyze Daily Services and Product Sales

5. Analyze Sales w/Monthly Comparisons

6. "Trunk Show" & Patient Marketing

7. Research Patient & Insurance Charges & Payments Received

8. Track Frame and Lens Lab Orders and Notify Patients

9. Easily View & Analyze with Graphs

10. Audit Appointment, Pre-appointment, No Show and Cancelled Results - Audit Fee Slips that are Recorded

11. Analyze Payments Applied to Groups and Codes

12. Compare Provider Productivity by Codes Billed

13. Patient Charges Never Recorded and Patient & Insurance Receivables

  • 1030 - Patient Accounts Receivable
  • 1035 - Insurance Company Accounts Receivable
  • 1040 - Patient ExamWRITER and Lab Order Open Charges

14. Product & Services Setup Listings

15. Audit Financial & Inventory Adjustments, Deleted Payments, Fee Slip Postings and Electronic Insurance Claims

16. Track Who Purchased Frames and Contact Lenses

17. ExamWRITER®

18. Inventory

19. Analysis Reports for Managed Care Managers

20. eyeReports By Request


#175 - Daily Sales & Payments Received at Time of Visit

Have you ever wondered what an actual day's sales and collections looked like without the collections and adjustments from prior days being reflected on the reports? Do you want a true picture of daily sales and daily collections related to the date of service, regardless of when the fee slips were recorded? Are you curious what % of patient amounts due the staff is collecting? Are you curious how each day's sales compares to other days pure fee slip sales?

If you answered yes to any of the questions, you should use this report.

For more information on how this report can show your daily sales and payments, watch our 4 minute video!

See your daily sales with these categories of views:

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Contents Page Example

Daily Charges by Providers by Production Groups - Fees, Discounts, Adjustments and Patient Payments made on the Same Day

This report shows by day or the period selected, the Gross Fees and Discounts and Adjustments made on the same day against the same fee slip. It is a true reflection of the day's results for patient sales and fees collected. No collections or adjustments for other day's activities are reflected on this report.

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Daily Charges by Providers by Production Groups

Daily Sales Report Comparing Days - Fees, Discounts, Adjustments and Patient Payments made on the Same Day

Broken out by Payment Method, this report lists the collections made against the fee slips recorded for the same period, or on the same day. No advance payments or payments against receivables are reflected in this report. It is a true reflection of fee slip collections made for fee slips recorded.

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Daily Sales Report Comparing Days

Daily Gross Fees Less Discounts by Providers Compared

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Daily Gross Fees less Discounts by Providers Compared

Daily Gross Fees Less Discounts by Staff Compared

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Daily Gross Fees Less Discounts by Staff Compared

Daily % Collected by Day Staff Comparison

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Daily % Collected by Day Staff Camparison

Recorded by Monthly % Collected at the Time of Visit

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Recorded by Monthly % Collected at the Time of Visit

Recorded by Monthly % Collected at the Time of Visit

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Recorded by Monthly % Collected at the Time of Visit

Recorded by Monthly % Collected at the Time of Visit

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Recorded by Monthly % Collected at the Time of Visit

Daily Gross Fees less Discounts by Locations

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Daily Gross Fees less Discounts by Locations

Patient Receipts - Total Patient Collections with Payment Methods

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Patient Receipts - Total Patient Collections with Payment Methods