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


#460 - Daysheets and Patient Payments Received

By Date and Payment Method - Summary and Detail (Deposit Ticket)

This is one of the two reports you need to reconcile the monies you receive daily with the deposit ticket and the monies on hand to be deposited. Because the back office may be receiving the insurance checks and the front desks are taking patient payments, the two reports are split - there is a Patient Payment Report with only patient receipts and an Insurance Payment report with only Insurance Receipts. On the report Cash and Check totals are separated. In addition, Credit Cards of the same types are combined and not intermixed. With the Payment Type Filter, you can exclude Other Payment Types like Gift Certificates from the list to get actual money totals exclusive of non-cash items. With the Group by and Collapse functions you can see the amount of detail you need to audit amounts. Only Credit Card refunds are included in this report.

For more information on how this eyeReport can help you reconcile and save staff time, watch our 3 minute video!

Both reports allow you to filter on:

  • Location
  • Posting Date
  • Fee Slip Date
  • Date of Service
  • Recorded By
  • Payment Method
  • Card Type
  • Patient Name, Check Number
  • OfficeMate Receipt number
  • Recorded By

Patient Payments by Payment Methods - Summary

This report summarizes the payments received by Payment Method. When expanded, the detail of the payment totals displays. All reports can be filtered to only include the payment methods you want to see. Use to verify the amounts on the deposit ticket or quickly research any discrepancies. The payments are related back to fee slip number.

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Patient Payments by Payment Methods - Summary

Patient Payments by Payment Method with Detail

This report has the detail by payment method already expanded for easy viewing. It includes all necessary information to see all details of the payment. Audit the payments posted to the actual payments on hand before a bank deposit.

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Patient Payments by Payment Methods - with Detail

Patient Payments by Date with Detail

This report lists the patient payment by date with the same information as the above report. Verify the amounts with the deposit ticket if there are any discrepancies.

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Patient Payments by Date with Detail

Here is and example of a query with only the Other Payment Methods selected. With this function you can get a separate report for actual monies vs. other ways fee slips are paid off.

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Patient Payments by Date with Detail

This eyeReport provides Day sheets for individual or multiple days. It includes fee slip transactions and payments made. It is in addition to the OfficeMate Reports Day sheet and provides details by Providers on the Fee Slip.

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Day Sheets - Fee Slip Charges and Transactions on the Fee Slip Activity - Applied Payments & Write-offs on previous charges are not included