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Tutorials

View our Getting Started tutorials to learn how to use the features common to all eyeReports, then proceed to the How To tutorials on the eyeReport of your choice.

Documentation

Articles

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

#30 - Recall Listing

With a simple recall listing report, you may find hundreds of patients who are not getting recalled. Make sure all your patient recall dates are in the future and not lost in the past.

Overview

How To Use the Recall Listing eyeReport #30

Video Topics

0:00 - Intro

0:57 - Find Recall dates less than the last exam date.

1:46 - eyeReports goes back to a last exam date of 1/1/2009.

1:52 - Example: Filter the report to show patients who have not had an exam in the last 3 years.

2:20 - How to print the listing to work from it while updating OfficeMate.

2:30 - In eyeReport versions prior to 1.3, you will hide or shrink the columns to fit the report to print.

3:05 - Update the Recall Dates in OfficeMate.

3:29 - Use the other 2 worksheets in the workbook to mail merge or email patients.

3:45 - Recall Date Filter to select patients for recall.

4:08 - Example: Select patients with recall date between 1/1/2013 and 1/32/2013.

4:20 - Filter on Recall Type.

4:31 - Tip: If you have "Child" recall types, make sure the patients are still children!

4:47 - Worksheet for use in mail merge, does not include patient number in the name field.

5:18 - Email patients.

5:57 - Save the report.

Enhancement - ExamWRITER Exam Date added to eyeReport #30

The addition of the ExamWRITER Exam Date expands the features of the Recall Listing report. Use it to find all patients whose recall dates are less than the last ExamWRITER date.

Applicable to eyeReport #30 version 2.1 and above.

Video Topics

0:00 - Intro

0:19 - Worksheet - Listing Recall Date <= Exam Date.

0:58 - Worksheet - Patient with NO Recall Dates.

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Using eyeReports in Your Practice

Title Description Category
Using eyeReports #1 Using eyeReports in your practice - first 3 tasks to start with. Using eyeReports
Using eyeReports #2 Using eyeReports in your practice - daily, weekly, periodically. Using eyeReports
Using eyeReports #3 Using eyeReports in your practice - monthly, quarterly, year end. Using eyeReports
Using eyeReports #4 Audit your patient financial records with these eyeReports. Using eyeReports
Using eyeReports #5 Leverage your patient demographic information with these eyeReports. Using eyeReports
Using eyeReports #6 eyeReports for managed care managers. Using eyeReports
Using eyeReports #7 eyeReports for inventory. Using eyeReports
Using eyeReports #8 eyeReports for buying frames. Using eyeReports

Getting Started Tutorials

Title Description Category
Download & Extract Video on downloading and extracting your eyeReports. Installation
Anatomy of an eyeReport Detailed description of the various parts of an eyeReport. Main Concepts
Excel Trusted Location Eliminate warning messages - make folders trusted locations. Getting Started
Using Filters Filters let you quickly find the data you want. Getting Started
Using Groups Grouping items lets you view totals in different ways. Getting Started
OfficeMate Setup Part 1: How to set up OfficeMate for valid reporting results. Setup
OfficeMate Use Part 2: How to use OfficeMate for valid reporting results. Setup
Error: Out of Resources Troubleshoot and resolve out of memory, available resources. Troubleshooting
Schedule an eyeReport Schedule an eyeReport to run after Close Of Business. Run after COB

Videos by eyeReport Numbers

# Title Description Category
0PS Product Sales Graphed Product Sales and Services Graphed KPIs. Practice Metrics
1 Practice Metrics Compare practice metrics to MBA national averages. Practice Metrics
10 Patients by Insurance Verify coverages for scheduled patients, list patient insurance. Insurance
1000 ODX Data Gathering Quickly get the totals to enter in the ODX Profit Center. OD Excellence
1030,1035 Accounts Receivable Manage your Patient and Insurance Accounts Receivables. Receivables
1040 Patient Open Charges ExamWRITER and Lab Order Patient Open Charges. Open Charges
110,115,650,655 Financial Results Analyze net fees and applied payments. Analyze
111 Current to Prior Year Compare the current year to prior year. Comparison
145 Contact Lens Sales Contact Lens Sales to Patients. Sales
15,20 Patient Demographics All patient demographic data and graphs. Demographics
155 Dispenser Sales Track sales by dispensers. Sales
16 Patient Verification Print patient info for them to verify. Demographics
160,165,400,510 Frame Ordering Order frames more effectively. Frame Ordering
175 Daily Sales & Payments See what your daily sales and collections really look like. Sales/Payments
190 Patient Marketing Track sales by patient source. Marketing
190,210,220,920 Patient Marketing Overview Find the patients in a target market to communicate with. Marketing
2 Trending Graphs Graphs of practice metrics and Key Performance Indicators. Practice Metrics
210 Patient Marketing Find VIP patients and patients spending a certain amount. Marketing
220 Patient Marketing Find patients with specific Diagnosis and/or CPT codes. Marketing
255, 260 Product and Services Setup Find missing fields in your Product and Services set up. Setup
3 Practice Metrics Get your practice metrics with only a few mouse clicks. Practice Metrics
30 Recall Date Listing Find the patients who are not getting recalled. Recall
35 Patient Referred Out Track who has been referred out. Referred Out
360 Appointment Schedule Tools Analyze your Appointment book and much more. Appointments
360,920 Meaningful Use Tools Tools to ensure your Meaningful Use fields are completed. Meaningful Use
4 Practice Metrics Get specific metrics for your PM consultants. Audit
440,490 Fee Slip Audit Tools Know what's going on in your patient financial records. Audit
450 Fee Slip Details Audit Products and Staff on the Fee Slip. Practice Metrics
451 Patient Encounters Count patient encounters for practice metrics and incentives. Practice Metrics
460 Daysheets & Payments Reconcile the daysheet and cash on hand to be deposited. Daysheet
465 Patient Payments Percent of payments staff is collecting at time of visit. Collections
470 Insurance Payments Reconcile the daysheet with your insurance payments. Daysheet
480 Patient Discounts Discounts posted by Recorded By. Discounts
495 Electronic Claims Easily find the status of your electronic insurance claims. Electronic Claims
5 Insurance Analysis Know what companies to accept and increase collections. Insurance
50 Daily Provider Comparison See daily Provider and Staff sales and units. Productivity
500,520,525,530 Inventory Tools to manage your perpetual inventory. Inventory
600,610,620 Lab Order Tracking Easy, efficient and effective lab order tracking. Lab Orders
70 CPT Codes w/ICD-9 Codes See the ICD-9 Codes associated with CPT Codes. CPT Codes
75 CPT & ICD-9 Codes Analyze CPT and ICD-9 Codes by age and gender. CPT Codes
80 Primary Diagnosis Codes Diagnosis Codes charges and Units. Diagnosis Codes
900 ExamWRITER Clean up open exams in ExamWRITER. ExamWRITER
930 Analyze revenue Analyze revenues created from exams. ExamWRITER