powerful reports for your practice to excel


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

#190 - Fees by Patient Source

This report shows you:

  1. What fees, gross profits and gross profit per cents are generated by the various sources causing the patients to come to your practice.
  2. What fees are generated by patient Employers.
  3. What Products and Services are being sold by the source of a patient.
  4. What patients are referred by referring professionals and the count by month of their referrals.
  5. What fee are generated by source by patients based on the insurance carriers.
  6. Net fees generated by source by month.
  7. Professional Referral Listing with referrals name, addresses and email addresses.

Is your advertising effective? Are your Marketing Mailers working? Are your patient or professional referrals generating any income? This report answers those questions.

Watch our 4 1/2 minute video on Patient Marketing using eyeReports #210 and #220 and how this eyeReport is used to measure your marketing effectiveness!

Gross and Net Fees, Gross Profit and Gross Profit % by source

The report displays the various referral sources entered in the patient demographic tab.

Fees, Gross Profit and Gross Profit % by Source

Services and Product Net Fees Generated by Source

This report lets you select a Source. After selection, it will list the products purchased by the patients from the source. If you select the source you can see the breakout of all that is purchase by patients from that source.

Services and Product Fees Generated by Source

Net Fees Generated by Source by Month

This report lists the net fees generated by source by month. View the monthly fees generated by patient sources.

Net Fees Generated by Source by Month

Net Fees by Source by Insurance Company

Lists the Net fees generated by source segregated by insurance company. See fees generated by source but also the insurance carriers they are using.

Net Fees by Source by Insurance Company

Professional Referrals by Month

This report lists the Referring Professional names and shows the patients referred and the number by month. Select an individual referring professional name and see by month what they are generating.

Professional Referrals by Month

Net Fees by Employer

This report lists the fees generated by the employer of the patient. See the effectiveness of your market and referral efforts by patient employers.

Net Fees by Employer