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


#490 - Patient Ledger Adjustments

Adjustments made to Patient and Insurance Balances

This is the report to give you the flexibility you need when auditing adjustments made to the patient and insurance ledger balances or an easy way to see all of the adjustments made during a period! Do you want an easy way to see the adjustment totals grouped together and made during a period? Do you want to easily see who recorded the adjustments? Do you want to compare adjustments by Locations? Do you want to know how many fee flips are being voided and who is voiding them? This is the report that gives you the flexibility to see adjustments combined, by recorded by, by location, by patient by date and graphed.

For more information on how this eyeReport can help you know what's going on in your patient financial records, watch our 4 minute video!

See your patient ledger adjustments with these views:

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Contents Page Example

1. Patient Ledger Adjustments - By Adjustment Type

This report lists all adjustment types made to a patient's ledger. Use the filters to select the dates to include. When the Types are expanded all details of the adjustment are listed. Audit the adjustments made to patient and insurance balances by the Adjustment Date, the computer date when the adjustment was made (which may be different than the Adjustment Posting Date) or the original Fee Slip Month and Year.

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Patient Ledger Adjustments by Patient Name - By Adjustment Type

2. Patient Ledger Adjustment by Patient Name - Select Adjustment Type

This report lists all patients that had an adjustment made to their ledger account. Use the filters to select the Adjustment Types and/or dates to include. When the names are expanded all details of the adjustment are listed. See what patients are getting adjustments and when. Audit the Adjustment Date to the Computer Date. Are adjustments being made when they should not be made?

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Patient Ledger Adjustments by Patient Name - Select Adjustment Type

3. Patient Ledger Adjustments - by Date

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Patient Ledger Adjustments - by Date

4. Patient Ledger Adjustments - Adjustments by Location Comparison

This report lists all adjustment types made to a patient's ledger. Use the filters to select the dates to include. The report compares the adjustments made at each location. Compare the locations. Why is one location adjusting more than another?

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Patient Ledger Adjustments - Adjustments by Location Comparison

5. Patient Ledger Adjustments - Adjustments by Recorded By - Comparison

This report lists all adjustment types made to a patient's ledger. Use the filters to select the dates to include. The report compares the adjustments made by those who recorded the transaction. Compare the recorded by. Are those who should be making adjustments adjusting? Are there discrepancies?

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Patient Ledger Adjustments - Adjustments by Recorded By - Comparison

6. Graph of Patient Ledger Adjustments by Adjustment Type

This graph easily shows you adjustment types made to a patient's ledger. Use the filters to select the dates to include. Quickly see all the adjustments made during the selected dates.

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Graph of Patient Ledger Adjustments by Adjustment Type

7. Voided Fee Slips

This report lists all voided fee slips and the dates they were voided and recorded.

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Voided Fee Slips

8. Voided Fee Slips by Recorded By Compared

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Voided Fee Slips by Recorded by Compared (not all columns shown)