Installation
Download, Extract Your eyeReports, and make your eyeReports folder a Microsoft Excel Trusted Location
When your eyeReports are ready for you to download, we email you the download information. This tutorial shows how to download the compressed (ZIP) file containing your eyeReports and extract them to your PC's. Your PC's must have Microsoft Excel 2007 or above and OfficeMate installed, unless you are on a cloud server. If iManaged Solutions or ThinkSmart maintain your cloud server, contact them with the download information we've sent you - they will download your eyeReports to their servers and provide Microsoft Excel.
Video Topics
0:00 - Intro
0:32 - Cloud Hosted Systems
0:47 - Open the email we sent you - it contains the download link and information.
0:59 - Download example using the Google Chrome browser.
1:10 - Message: Google Drive can't scan this file for viruses.
1:28 - Download example using the Mozilla FireFox browser.
1:48 - Download example using the Microsoft Explorer browser.
2:11 - After downloading, extract the contents of the compressed (ZIP) file.
2:52 - Documents and Masters folders
3:21 - Make your eyeReports folder a Microsoft Excel Trusted Location.
5:18 - Open an eyeReport and get your OfficeMate data (Refresh Data).
5:40 - See our video tutorials on how to use eyeReports.
6:02 - Contact us to schedule a training session and who should be notified of new and updated eyeReports.
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 |