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. 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


#470 - Insurance Payments Received

by Date and Payment Method - Summary and Detail (Deposit Ticket)

This is one of the two reports you need to reconcile the monies you receive daily with the deposit ticket and the monies on hand to be deposited. Since the back office may be receiving the insurance checks and the front desks are taking patient payments, the two reports are split - there is a Patient Payment Report with only patient receipts and an Insurance Payment report with only Insurance Receipts.

In this report, EFT, Check and Credit Card totals, if any, can be separated. With the Group by and Collapse functions you can see the amount of detail you need to audit amounts.

Both reports allow you to filter on:

  • Location
  • Posting Date
  • Recorded By
  • Payment Method
  • Card Type
  • Insurance Company Name
  • OfficeMate Receipt number
  • Recorded By
  • Batch Number
report
Insurance Payments Received by Payment Method - Summary

Insurance Payments Received by Payment Method with Detail

This report has the detail by payment method already expanded for easy viewing. It includes all necessary information to see all details of the payment. Audit the payments posted to the actual payments on hand before a bank deposit.

report
Insurance Payments Received by Payment Method - Detail