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


#210 - Trunk Show, VIP List, and Patients Spending Specified Amounts

Get the list of names of patients who have spent a designated amount on product purchases. Get a VIP list of patients by amounts paid to the practice with the following options to select:

  • Date Patient Added
  • Zip Codes
  • Last Exam Dates
  • Product Types
  • Manufacturer
  • Designer
  • Age
  • Date of Service

You specify the filter criteria's and the names are selected.. For example, you want to hold a "Trunk Show" and invite all patients who have purchased over $ 500.00 in frame purchases. And have been in the practice in the last 4 years and are between the ages of 35 - 70. As a refinement, if the show is sponsored by a vendor, you can filter on Manufacturers and Designers.

Watch our 4 1/2 minute video on Patient Marketing using eyeReports #210 and #220 and how eyeReport #190 is used to measure your marketing effectiveness!

Get a patient VIP list showing patients by the amount paid to the practice

report
Get Sales by Product Type Greater Than a Specified Amount and List the Patients

Get Sales by Product Type Greater Than a Specified Amount with the patient demographic data to send mailings or emails

This is the report to select the patients by the filters but also get their names and addresses to contact them with merges into WORD or an email mass mailing program.

report
Select the Patients and Get the Patient Names and Addresses of the Selected Patients