Reports

0. Key Performance Indicators and Practice Metrics

0 & 1 - Product & Services Key Performance Indicators and Practice Metrics - by Net Fees and by Collections
2 - Trending Graphs of Practice Metrics and Key Performance Indicators
5 - Insurance Company Analysis, Open Charges & Gross Profits by Frames Sold

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

2. Track Sales by Dispensers and Source

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

4. Analyze Daily Services and Product Sales

175 - Daily Sales & Payments Received at Time of Visit

5. Analyze Sales w/Monthly Comparisons

6. "Trunk Show" & Patient Marketing

7. Research Patient & Insurance Charges & Payments Received

8. Track Frame and Lens Lab Orders and Notify Patients

9. Easily View & Analyze with Graphs

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

11. Analyze Payments Applied to Groups and Codes

12. Compare Provider Productivity by Codes Billed

13. Analysis Reports for Managed Care Managers

14. Product & Services Setup Listings

15. Frame Board Locations and Product Movement Counts

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

17. Track Who Purchased Frames and Contact Lenses

18. ExamWRITER®

19. eyeReports By Request

#0 and #1 - Product & Services Key Performance Indicators and Practice Metrics

KPI Report 0 is by Net Fees, KPI Report 1 is by Collections

This workbook takes the results of many other reports and in one, easy to view workbook, provides a quick way to see practice metrics and key performance indicators based on refractions, comprehensive exams, and other indicators. Many of the indicators include analytics and graphs for a quick view of the results. Filters include Dates of Service, Providers, Staff and Locations.

Practice Metrics used throughout the eye care community

Gross Fees per Comprehensive exam and per refraction
Net Fees per Comprehensive exam and per refraction
Frame Net Fees per Comprehensive exam and per refraction
Ophthalmic Lens Net Fees per Comprehensive exam and per refraction
Lens Treatments Net Fees per Comprehensive exam and per refraction
Contact Lens Net Fees per Comprehensive exam and per refraction
Insurance Receipts per Comprehensive exam and per refraction
Patient Receipts per Comprehensive exam and per refraction
Total Receipts per Comprehensive exam and per refraction
Gross Fees without Exam Fees
Gross Fees without Refraction Fees
Net Fees without Exam Fees
Net Fees without Refraction Fees
Frames per Exam
Ophthalmic Lenses per Exam
Sector % of Sales
- Services Net Fees
- Frames Net Fees
- Ophthalmic Lens Net Fees
- Lens Treatment Net Fees
- Contact Lenses Net Fees
- Other Net Fees
Frame and Lens Averages based on Units Sold
- Frames
- Ophthalmic Lenses
- Lens Treatments
Gross Fees per square foot of office space

Per Hour Indicators by Provider, Staff and Office Hours

Receipts per Hour
Gross Fees per Hour
Net Fees per Hour
Exam Fees per Hour
Frame Fees per Hour
Frame, Lens and Lens Add-on Fees per Hour
Contact Lens Fees per Hour
Ophthalmic Lens Fees per Hour
Lens Treatment Fees per Hour

CPT CODE KPI's (without V Codes)

CPT Codes by Units and Net Fees
CPT Type of Service Net Fees

Frame KPI's (without V Codes)

Frame Units Sold by Designer
Frame Units Sold by Manufacturer
Frame Units Sold by Cost Ranges
Frame Units Sold by Fee Ranges
Frame Units Sold by Age Ranges
Frame Fee, Costs and Gross Profits
Frame and Lens and Add-on Fees, Cost and Gross Profit
Frame Net Fees by Commission Class
Frame Units by Commission Class
Frame Net Fees by Frame Gender
Frame Net Fees by Frame Usage
Frame Net Fees by Frame Mount
Frame Net Fees by Frame Type

Ophthalmic Lens KPI's

# Pairs of Lenses
Lens Net Fees
Pairs of Lenses Net Fees
Units by Lens Type
Net Fees by Lens Type
Net Fees by Commission Class
Units by Commission Class
VSP Lab Charges and Insurance Charge Backs

Lens Treatment KPI's

Units by Lens Treatment Type
Net Fees by Lens Treatment Type
Net Fees by Commission Class

Contact Lens KPI's

Units sold by Lens Names
Net Fees by Lens Names
Net Fees by Lens Manufacturers
Units Sold by Lens Manufacturers

Financial KPI's

Net Fees by Production Groups
Net Fees by Financial Groups
Gross Fees by Production Groups
Receipts
Fee Slip Initial Patient and Insurance Charges and % Charged

Other Product KPI's

Net Fees by Manufacturer
Units by Product Name

Patient KPI's

New Patients Added during a period with Source Information

Practice Metrics

Practice metrics and key performance indicators based on refractions, comprehensive exams and other indicators.

Practice Metric KPI's

Productivity per Hour KPI's

This report takes the hours you enter and computes the productivity per hour for Receipts, Gross Fees, Net Fees, Exam Fees, Frame Fees, Frame and lens and Add-on fees, Contact Lens Fees, Ophthalmic Lens Fees, Lens Treatment Fees, Insurance Receipts, Patient receipt and Total receipts. The report also shows Excess Cost per hour.

Productivity per Hour KPI's

KPI Net Fees Without Graphs

This worksheet takes the results of multiple worksheets and shows the Net Fees results on one worksheet that you can scroll to see the results. The full details with graphs are on other worksheets:

KPI Net Fees Without Graphs

KPI Units Without Graphs

This worksheet takes the results of multiple worksheets and shows the Units sold results on one worksheet that you can scroll to see the results. The full details with graphs are on other worksheets: