eyeReports | Catalog

Report Pricing

Introductory Prices

All Report Workbooks for $499.
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The 1st 499 OfficeMate users who purchase are guaranteed the $499 annual license for every subsequent renewal. All computers, all locations that use the same database, always $499

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What's included with the purchase?

A one year renewable license for all locations on all computers that have the same database.
Online, web and email support.

What Clients Say

eyeReports are for practices that need to get concise information out of their OM software to help them manage their practices.
Dr. Robert L. Bass, Optometric Associates

eyeReports give me very detailed spreadsheet reports on virtually every aspect of the practice. Its reports are what the OfficeMate reports should have been, robust, dynamic, and very customizable.
Dr. G. Chad Green, Green Family Eye Care

eyeReports is the only way to go if you have OfficeMate and want to manage your practice by standard metrics.
Dr. Doug Major, Optometric Care Associates

eyeReports are certainly worth the cost and I highly recommend the software.
– Dr. Ami Ranani, Somers Eye Center

I don't know how an owner can make informed decisions without these reports.
– Dr. Craig Henry, Family Eye Care

This report (referred out tracking) is great. I love it. My staff loves it.
– Dr. Mary Anne Murphy, Front Range Eye Associates, P.C.

Our patients feel the extra level care we provide when we can call them back and check on them.
– Dr. Mary Anne Murphy, Front Range Eye Associates, P.C.

Thank you and this is going to save a lot of time! And already has! (Reports #255 and #260, Product Listing reports)
– Dr. Robert Bass, Optometric Associates

Thanks for the report recaps of collections - very useful (Reports #1 and #5)
– Dr. Craig Sultan, The Eye Works

The Key Performance Indicator reports are the best yet!
– Dr. Steven Grant, Grant Optometric Group

We've learned a lot from the reports and are still learning more.
– Dr. Ivan Bank, InSight Complete Eye Care

eyeReport #115 - Isn't this a cool report from eyeReports...significant decrease in patients with a small decrease in gross income!
– Dr. Craig Henry, Family Eye Care

Steve worked with me and now the doctor is in line to get his attestation dollars!
– Rebecca Johnson, CPOT, COT, COE

Stephen has been wonderful working with my staff to explain the reports and give me valuable information.
– Dr. Ami Ranani, Somers Eye Center

Great report! (#115) We dropped the NVA vision insurance.
– Dr. Craig Henry, Family Eye Care

I love what you have done with the reports!
– Dr. James K. Kirchner, Chief Professional Officer/Eyefinity

Perfect. Thanks, as always, for your prompt reply! (when responding to a support question)
– Dr. Mary Anne Murphy, Front Range Eye Associates

Steve, I love this new report!!! Yes, please DO send us the new insurance receivable report.
– Terri Dentsbier, Overland Optical Family Eye Care

The eyeReports I have used I enjoy having access to.
– Dr. Matt Stanley, Eye Care Associates of Manhattan, P.A.

This [enhanced #5] report is great!
– Dr. Robert Bass, Optometric Associates

Thank you for always thinking of ways that would help us in our practices. I can't tell you how much I rave about eyeReports!
– Denys Meade, CPM, New Hartford Eyecare

Catalog of All Reports by Function

Reports for Owners, Office Managers, Supervisors, Inventory Managers, Buyers, Practice Management Consultants, and Frame Sales Representatives.
If you don't see what you want let us know and we can probably create it for you. Click the report name you're interested in below to go to the detailed report page.

Where Can You Use eyeReports?

Our article Using eyeReports in Your Practice describes which reports you would use when, by day and by function.

0. Key Performance Indicators & Practice Metrics

: 0 & 1 - Product & Services Key Performance Indicators and Practice Metrics - by Net Fees and by Collections

These workbooks provide the Key Metrics to access a practice and many other Key Performance Indicators that give you the information you need to make intelligent business decisions. The results of many reports are combined into this KPI report. Graphs are also included to for ease of view. Most of the metrics discussed in the "Management & Business Academy Key Metrics for assessing Optometric Practice Performance" (mba-ce.com) are included in these reports. KPI report 0 is by Net Fees, KPI report 1 is by Collections.

: 2 - Trending Graphs of Practice Metrics and Key Performance Indicators

Curious where your practice has been and where it's going? Do you want to see and analyze your practice metrics over time? 8 graph categories of all key practice metrics and performance indicators show how you are doing from 2007 to present.

: 5 - Insurance Company Analysis, Open Charges & Gross Profits by Frames Sold

This eyeReport will quickly get your eyeReports investment back by: 1) increasing your insurance collections, or 2) reducing income tax payments, or 3) stopping you from losing money from frame sales to insurance patients, or 4) by insurance company, help you analyze collections received and gross profits by fee slip to analyze whether to continue to accept the carrier.

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

: 5 - Insurance Company Analysis, Open Charges & Gross Profits by Frames Sold

This eyeReport will quickly get your eyeReports investment back by: 1) increasing your insurance collections, or 2) reducing income tax payments, or 3) stopping you from losing money from frame sales to insurance patients, or 4) by insurance company, help you analyze collections received and gross profits by fee slip to analyze whether to continue to accept the carrier.

: 310 - Details of VSP Non Covered Lab Charges by Type & Insurance Charge Backs

Find the total of your chargebacks and VSP non covered charges.

2. Track Sales by Dispensers and Patient Source

: 155 - Frame, Lens, Lens Treatment and Other Product Sales by Dispensers

Track frame, ophthalmic lenses and other product sales by dispenser. Compute staff net fees and gross profit per hour.

: 190 - Track Sales by Patient Source

How effective is your marketing? What at the sources of your patients? What is the sales history of those sources? This report shows the fees and gross profits generated by the source of the patient. Know where your patients are coming from and what fees are generated from employers, marketing, insurance companies and professional referrals. Know what professionals are referring patients to your practice and how many by month.

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

: 160 - Frames Sold by Fee, Cost, Age Ranges, Mount & Manufacturers/Designers

Get a complete picture of your frame sales within various categories.

: 400 - Frame Sales Analysis by Gender, Average Cost, Cost and Fee Ranges and Manufacturer

Find our what is selling in various cost ranges, ages, gender and more!

: 510 - Frame Sales Gross Profit per Board Space & Turns

Reports the Gross Profit and number of turns the frame has had based on allocated board space. Hand this report to a frame rep to analyze the sales of their frames. This report was recommended by frame reps.

4. Analyze Daily Services and Product Sales

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

What do your day's sales and collections REALLY look like? This report shows exactly that - without the collections and adjustments from prior days mixed in. Compare production by Providers, Staff and Locations. Know what is being sold by each. Compare sales by days. Know the amount and % collected from the patients at the time of visit. Compare staff collection percents.

5. Analyze Sales w/Monthly Comparisons

: 110 - Monthly Net Fees Comparison by Production & Financial Groups

The report you need to compare your monthly fees from one month to the next. Monthly sales by Financial and Production Groups, dollar amounts and percents.

: 115 - Monthly Sales Comparisons by CPT Codes - Dollars and Percents

This report presents fees charged and units billed by month by CPT Codes. It also compares Provider charges by CPT Code.

: 650 - Monthly Applied Payments Comparison by Production & Financial Groups

Applied Payments by Production and Financial groups. Get a true picture of your receipts against charges on the Date of Service by Month. Also see your Gross Profits after collections.

6. "Trunk Show", Patient Marketing & Follow Up

: 210 - Patients Spending a Specified Amount on Products with Other Selection Items

Similar to #200, this report has more selection criteria.

: 220 - Diagnosis Code Listing

Do you want to contact patients with a specified diagnosis code to let them know about new equipment you have to help their condition? Want to email patients with specified diagnosis for other reasons? Report 220 lists all patients with a Diagnosis Code entered on a fee slip. You can then search for specific codes and get the patients email address and demographic information to make it easy to contact them.

: 15 - Patient Listings and Demographic & Other Selection Filters

These reports are valuable to understand your Patient Demographics, but also valuable when ordering frames to meet those demographic needs. You can filter and sort your patient data on all columns and select specific patients based on Demographics. These reports have ALL the information in the patient demographic record.

: 30 - Recall Date Listing

This report helps you to be sure that all of your patients recall dates are in the future and not lost in the past. With filters, you can find all patients whose Recall Dates are before their Last Exam Dates. With this information you can update the patient recall dates.

: 35 - Patients Referred Out Tracking Report

Are you using the OfficeMate Referred Out Tracking Process? If yes, this eyeReport helps you track who has been referred out so you can give great follow up service and be sure they return.

7. Research Patient & Insurance Charges & Payments Received

: 460 - Daysheets and Patient Payments Received

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.

: 465 - Patient Payments Received at Time of Visit

What percent of the fee are you collecting from the patient at time of visit? This report lists the fee slip details with the patient amount due and matches the payment on that initial visit with the patient charge.

: 470 - Insurance Payments Received

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.

8. Track Frame and Lens Lab Orders and Notify Patients

: 600 - Frame and Lens Lab Order Tracking

Find out what orders have been received, which ones are still outstanding, who has not been notified who has been notified but their jobs have still not been picked up, check your orders that have not been invoiced and more with this report!

: 610 - Soft Contact Lens Lab Order Tracking

This report will "give you a handle" on your soft lens lab orders! These are the worksheets your active dispensers and/or providers need to keep track of orders and notify patients to pick up their lenses.

: 620 - Rigid Contact Lens Lab Order Tracking

This report will give you a handle on your rigid lens lab orders. These are the worksheets your active dispensers and/or providers need to keep track of orders and notify patients to pick up their lenses.

9. Easily View & Analyze with Graphs

: 20 - Patient Demographic Data

Quickly get a picture of your patient base with this group of graphs.

: 655 - Applied Payments by Production Groups, CPT & ICD-9 Codes

These graphs give you an easy way to view applied payments by Production Groups, Financial Groups, CPT Codes and ICD-9 Codes by Provider, Staff, Insurance and Locations. The compaion to report #650.

: 176 - Multi-Location Comparison of Fees, Collections, Payment Types+

Graphs comparing one of your locations to another for the same period! These graphs are companions to report #175.

: 165 - Frame Sales by Frame Characteristics & Manufacturer

This graphical presentation report gives you an easy way to view a recap of your frame units sold by gender, mount, usage, material, insurance company and manufacturer.

: 25 - Patients with Insurance

These easy to view graphs will quickly show you the number and percent of patients by their primary insurance company.

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

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

All the details of patients' scheduled plus an audit report that compares scheduled patients to recorded fee slips. It also includes the patient demographic information and financial status of the scheduled patients. Audit who has been seen compared with who have been charged.

11. Analyze Payments Applied to Groups and Codes

: 650 - Applied Payments by Production Groups, CPT Codes & ICD-9 Codes

Easily view by month and year applied payments by Production Groups, Financial Groups, CPT Codes and ICD-9 Codes by Provider, Staff, Insurance and Locations.

: 655 - Graphs of Applied Payments by Production Groups, CPT Codes & ICD-9 Codes

Easily view using graphs of applied payments by Production Groups, Financial Groups, CPT Codes and ICD-9 Codes by Provider, Staff, Insurance and Locations.

12. Compare Provider Productivity by Codes Billed

: 50 - Daily Provider Productivity by CPT Codes Billed

If you want to compare your Provider Production this is the report your need. Select a CPT Code and the report shows what fees were generated by the CPT code by Provider.

: 55 - Daily Provider Productivity by Primary Diagnosis Codes Recorded

Similar to #50, these reports provide running totals by day by Provider, but by the Primary Diagnosis code you select.

13. Analysis Reports for Managed Care Managers

: 10 - Patients by Insurance Companies

List all patients and their insurance information - get the information by a specific insurance company or just have a list of the patients. Filter by Month of Last Exam and Year of Last Exam. You can also see inactive patients.

: 70 - CPT codes associated with ICD-9 codes

Review what CPT Codes are associated with ICD-9 codes with this report.

: 75 - CPT & ICD-9 Codes Charged Associated to Age Ranges and Gender

For insurance analysts - this report is for you. Many insurance managers have requested an analysis of the CPT Codes performed and the Diagnosis Codes selected by patient age and gender.

: 80 - Primary Diagnosis Codes Charges & Units

This report gives you all you need to know about the ICD-9 codes your Providers are billing.

14. Product & Services Setup Listings

: 250 - Products & Services Listing with Fees Only

For those who want product listings without product costs, this report is for you - keep this report available on staff computers.

: 255 - Frames, Plano Sunglasses and Other Products Setup Details

These reports give you a detailed listing of the Attribute Fees, Attribute Costs, CPT codes, financial and production groups and all other data added to the product tab. This report can also be used to find products without codes, produciton and financial groups and attributes assigned, etc.

: 260 - Services Setup Details

These reports give you a detailed listing of the fee, CPT codes, financial and prodution groups and all other data added to the Product tab. This report can also be used to find services with and without codes, groups, and other product details.

: 530 - Vendor Listing

Use this report to review the vendor information you have in OfficeMate. It replaces the current vendor listing in the OfficeMate Reports.

15. Frame Board Locations and Product Movement Counts

: 265 - Products in Transit, In Process, and Committed

Use this report to get a quick and easy list of the products that are in transit and need to be received at the destination.

: 270 - Frame Board Locations

If you keep track of Frames, Ready Readers and/or Plano Sunglasses by Board Locations, this report lists all of the frames and lists the board locations and quantities on hand.

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

: 480 - Discounts Posted by Recorded By

Package Discounts, Other Discounts and Insurance Discounts Recaps. This report shows you the many discounts and package discounts given to patients for the period you select.

: 490 - Patient Ledger Adjustments

Audit the staff adjustments made to the patient and insurance ledger balances. See all of the adjustments made during a period! Get a list of fee slips that are voided to know who are voiding fee slips and compare voids by staff.

: 450 - Staff Names Listed on Fee Slip Product Lines

Save time by using this report to find fee slip posting errors and which Providers and Staff Names have been assigned to the fee slip line items. This report is important for correct reporting by Dispenser and Commission Calculations.

: 500 - Inventory Adjustments Recorded

Protect your valuable assets! With this report it's easy to see all of the adjustments made to inventory over a selected period.

: 440 - Payment Reversal and Applied Payment Adjustments Made by Staff

This report lists all payment reversal made by staff to patient records. Because the posted payments can be reversed or changed, this report shows those that have occurred and the reason for the changes. The report also shows all changes made to previously applied payments. Why are they changed?

: 495 - Insurance Claims Open, Submitted, On Hold and with Errors

This report lists and shows you the status of the electronic claims submitted. Easily find Open, On Hold and Submitted claims. Know which claims still have errors. Increase your cash flow by monitoring your insurance claims on a regular basis.

17. Track Who Purchased Frames and Contact Lenses

: 145 - Contact Lens Sales to Patients

This report shows what patients are buying which contact lenses.

: 155 - Frame, Lens, Lens Treatment and Other Product Sales by Dispensers

Track frame, ophthalmic lenses and other product sales by dispenser. Compute staff net fees and gross profit per hour.

18. ExamWRITER

: 900 - ExamWriter® Open Exams Listing

This report lists all of the open exams that are still to be completed or billed in ExamWriter. Use this report to clear old exams, contact patients that did not show for exams and find exams that have not been billed.

: 910 - ExamWriter® Patient IOP's Pachmetry and Therapeutic Rx Information plus Graphs

Use this eyeReport to graph a patient's IOP's over time for easier analysis, Pachmetry history and therapeutic Rx history. Keep this eyeReport minimized on your computer in the exam lanes to quickly analyze histories.

19. eyeReports By Request

These eyeReports are not applicable to all practices, however when you purchase eyeReports they are available to you by request. Simply email eyeReports or send a Support Ticket to request the report you would like, or contact eyeReports after ordering your eyeReports.

: 810 - Manual Journal Entries for Your Accounting System

Although OfficeMate only interfaces with the MAS90 or QuickBooks accounting systems, with this report you can use the MAS90 interface process and get the journal entries you need to manually enter the journal entries into any accounting system. We'll also send you a document on how to use the MAS90 interace, although OfficeMate - not eyeReports - is responsible for support of the interace.

: 451 - Medicaid Meaningful Use Report to Calculate the 30% for EHR Incentives

While OfficeMate provides the Medicare report to calculate encounters it does not have one for Medicaid. This report allows you to get the total number of patient encounters vs. the Medicaid Encounters and lets you check for duplicate encounters for the same patient. Clients have stated that without this eyeReport the calculation could not have been done to get Medicaid EHR incentives.

: 520 - Inventory Listing with Quantities and Dates

This report lists your inventory and the quantities, values and dates related to the products. This report replaces the OfficeMate Inventory Custom Reports.

: 525 - Purchase Order Listing and Status

Use this report to check the status of purchase orders. It replaces the 3 Purchase Order Reports in OfficeMate.

: 1000 - ODExcellence Data Gathering Report

Are you a member of ODExcellence? If you are, this eyeReport will quickly gather the monthly data you need to enter into the ODx web site to get your practice metrics.

: 1010 - Cleinman Performance Partners Data Gathering Report

Are you a Cleinman Performance Partner? If you are, this eyeReport will quickly gather the monthly data you need to enter into the CPP web site to get your practice metrics.

: 1020 - Williams Group Data Gathering Report

Are you a client of the Williams Group? If you are, this eyeReport will quickly gather most of the data you need to report to your consultant. Save time and get consistent results with this eyeReport!