powerful reports for your practice to excel

Reports

0. Key Performance Indicators and Practice Metrics

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

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

11. Analyze Payments Applied to Groups and Codes

12. Compare Provider Productivity by Codes Billed

13. Patient Charges Never Recorded and Patient & Insurance Receivables

  • 1030 - Patient Accounts Receivable
  • 1035 - Insurance Company Accounts Receivable
  • 1040 - Patient ExamWRITER and Lab Order Open Charges

14. Product & Services Setup Listings

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

16. Track Who Purchased Frames and Contact Lenses

17. ExamWRITER®

18. Inventory

19. Analysis Reports for Managed Care Managers

20. eyeReports By Request


#1 - Practice Metrics and Key Indicators

Compare your Practice Metrics to the MBA 2013 National Average Metrics.

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 for a quick view of the results.

For more information on how this eyeReport can help you analyze your practice, watch our 4 minute video!

Here are the metrics you'll get

PRACTICE PRODUCTIVITY METRICS
Per Complete Exam
  1. GROSS FEES PER PER COMPLETE EXAM
  2. GROSS REVENUE PER COMPLETE EXAM*
  3. DISPENSARY REVENUES PER COMPLETE EXAM
  4. DISPENSARY COLLETIONS PER EXAM (USING CAPTURE RATE)
  5. # OF FRAMES DISPENSED PER COMPLETE EXAM - CAPTURE RATE

Per Refraction (CPT Codes 92015,S0620, S0621)
  1. GROSS REVENUE PER REFRACTION
  2. # OF FRAMES DISPENSED PER REFRACTION - CAPTURE RATE
  3. DISPENSARY COLLECTIONS PER REFRACTION
  4. DISPENSARY COLLECTIONS PER EXAM (USING CAPTURE RATE)

Per Hour
  1. COMPLETE EXAMS PER DR. HOUR*
  2. GROSS REVENUE PER DR. HOUR*
  3. GROSS REVENUE PER FULL TIME DR.
  4. PROFESSIONAL COLLECTIONS PER DR HOUR
  5. DISPENSARY COST PER HOUR
  6. GROSS REVENUE PER STAFF HOUR*
  7. CLINIC COST PER HOUR
  8. DISPENSARY COLLECTIONS PER DISPENSARY HOURS
  9. CLINIC BREAK EVEN POINT (not the optical side)
  10. STAFF HOURS PER REFRACTION

Per Active Patients
  1. COMPLETE EXAMS PER ACTIVE PATIENTS
  2. COMPLETE EXAMS PER 100 ACTIVE PATIENTS*
  3. GROSS REVENUE PER ACTIVE PATIENT*

Per Office Square Feet
  1. GROSS FEES PER SQUARE FOOT OF OFFICE SPACE
  2. GROSS REVENUE PER SQUARE FOOT OF OFFICE SPACE*
  3. OVERHEAD COST PER SQUARE FOOT
  4. BREAKEVEN COLLECTIONS NEEDED PER SQUARE FOOT
  5. BREAKEVEN # OF EXAMS NEEDED TO COVER FIXED COST PER SQUARE FEET

Per Payroll Dollars
  1. COLLECTED PER STAFF PAYROLL DOLLAR

REVENUE SOURCES
  1. REVENUE SOURCES
  2. ANNUAL REVENUE GROWTH
  3. % OF COMPLETE EYE EXAMS BY TYPE
  4. SOURCE OF PAYMENTS

PRODUCT MANAGEMENT
  1. FRAMES SOLD PER 100 COMPLETE EXAMS
  2. EYEWEAR % OF GROSS REVENUES
  3. EYEWEAR REVENUE PER FRAME
  4. EYEWEAR GROSS PROFIT MARGIN %
  5. OPTICAL DISPENSARY % of TOTAL OFFICE SPACE

FRAMES
  1. FRAMES QUANTITY ON HAND
  2. FRAMES INVENTORY VALUE
  3. FRAMES AVERAGE WHOELSALE COST PER FRAME
  4. FRAME TURNOVER RATIO
  5. INVENTORY TURNOVER RATIO

CONTACT LENSES
  1. CONTACT LENS % OF GROSS REVENUES
  2. ANNUAL CONTACT LENS REVENUES PER CONTACT LENS EXAM
  3. CONTACT LENS GROSS PROFIT MARGIN

STAFFING
  1. HOURLY STAFF COMPENSATION

EXPENSES AND CHAIR COST
  1. EXPENSE CATEGORY % OF GROSS REVENUE
  2. CHAIR COST PER COMPLETE EXAM (Based on Fixed Costs)
  3. FIXED CHAIR COST PER DAY
  4. FIXED CHAIR COST PER DR. HOUR
  5. NUMBER OF PATIENTS PER MONTH TO BREAK EVEN
  6. CONTRIBUTION MARGIN
  7. COLLECTIONS PER PATIENT BASED ON CHAIR COST

ACCOUNTS RECEIVABLE
  1. ACCOUNTS RECEIVABLE DAYS OUTSTANDING
  2. Divide AR * # Days / Revenues

SCHEDULE METRICS
  1. % OF EXAMS BOOKED COMPARED TO TOTAL AVAILABLE

Practice Metrics in the report:

report
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