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

#360 - Appointments Scheduled and Audit Fee Slips Recorded at Time of Visit

Appointments Scheduled and Comparison of Patients Scheduled to Fee Slips Recorded and Patient Demo Information

This is the Appointment Schedule with all the details you need to know about scheduled patients. It also includes an audit report so you can compare scheduled patients to recorded fee slips and know that their recall dates have been updated. Also included in the patient demographic information and financial status of the scheduled patients, so your staff knows their phone numbers, whether they have been sent to collection or are a Cash Only patient. If you accept insurance plans that require Eligibility or Authorizations in advance, quickly find those scheduled patients, their authorization number and the insurance info. For those of you wanting a schedule report with a larger font, this one is for you.

For more information on how this eyereport can increase revenues, save staff time and manage your schedule, watch our 5 minute video!

Appointment Schedule tools:

Contents Page Example

1. Appointments Scheduled Current Date and History

Select Appointments by Appointment Month, Day or year. Other Filters include; Location, Provider/Resource.

report Appointments Scheduled Current Date and History

2. Scheduled Patients Phone Number and In Collection and Cash Only Status

This report gives all of the remaining detail for the scheduled patients that your staff may need to contact them or know information about them when they visit your office.

report Scheduled Patients Phone Numbers and in Collection and Cash Only Status

3. Appointments Schedule Compared to Fee Slips Recorded

Compare the patients scheduled to the fee slips recorded against those patients. Be sure that all patients that were scheduled had a fee slip charged. If the fee slip # is blank, you can research why a fee slip was not recorded. The benefit of this report is so you can check that all scheduled patients were billed after their visit.

report Appointments scheduled compared to fee slips recorded

4. Insurance Pre-authorization numbers worksheet

Use this worksheet to select scheduled patients whose insurance requires authorization or elibility, if the authorization number is blank you'll need to get one. Select the patients by Appointment Date or the date an appointment was created. By selecting the date it was created, your staff can stay on top of the authorizations by tracking new appointments added daily, not just by selecting a single scheduled date.

report Get Insurance Pre-authorization Numbers