How to Use the Excel Filters in an eyeReport
Filters let you quickly find the data you want. This tutorial shows how to use Label and Value filters.
0:00 - Intro
0:11 - Learn basic drop down arrows by select one or more Locations
0:43 - Select different product types
1:00 - More advanced filters - the Label Filter: Select a specific employee.
1:36 - Clear a filter.
1:45 - The Value Filter: Find any amount.
1:59 - Use the Top 10 Value Filter.
2:20 - Column Sort options
2:40 - Filters within a filter - Select field to filter on.
3:15 - Find a specific fee slip by selecting the Fee Slip field, and using the Label filter "equal to".
3:33 - See the column detail by clicking the Plus sign to expand the tree.
3:38 - What if your Label filter doesn't show the Label Option window?
4:00 - Experiment with the filters, you can't hurt anything.
4:02 - Save your eyeReport with a different filename to preserve your filter selections.
Using eyeReports in Your Practice
|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
|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
|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|