#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.
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 |