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Thread: OfficeMate Reports

  1. #1
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    OfficeMate Reports

    Our office is having issues generating accurate and helpful reports from OfficeMate ("OM"). We are wondering if anyone else has the same problems?

    We pay our providers based on receipts (actual money received, not total charges billed out) and we pay out differently depending on the category (i.e. optical, contacts, and professional services...etc.). We are trying to generate a report that will show fees charged (OM calls them "Gross Fees") and receipts (actual money received), allocated to provider and product categories. We have been unable to generate such a report and OM claims that such a report does not exist.

    Question: Do any of you pay providers' bonuses based on receipts (actual money received) and if so, how do you use OM to figure them out?

  2. #2
    Master OptiBoarder OptiBoard Silver Supporter Jubilee's Avatar
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    OM just doesn't know how to manipulate their own reports :)

    If you go under Monthly Reports, there is a Monthly Production Summary. This report has the ability to generate all kinds of good things. This report has the ability to show you exactly how much you billed for in a given month, how much was received, and then how the money was applied. For your request, it seems we only need to know how the money was applied. So make sure to deselect the "Include Fees" and "Include Receipts" option.

    When you select the Monthly Production Summary, you will see a section with a tab open for Report Options. The only options you care about on this tab is the applied payments. Make sure all three boxes are checked, so you can see how money from the patients, the insurance companies, and you account for those lab chargebacks since they affect your final money received from VCPs. If you want to generate a report to cover all docs, you can opt to have them sort by provider. Under each provider it will then break it down into different categories.

    If you want to provide your associate with a copy of the report listing only themselves, you can go under the providers tab in the report options to select just the single doctor. You can further customize the report by either only selecting certain groupings in the last tab, or selecting to use the broader financial groups instead of production groups. (professional fees, spectacle lens, contacts VS Consults, Progressive Lenses, daily disposables)

    Every once in a while you might want to run that report with Fees Included. This will give you an idea of how much discounts, adjustments, etc is going on. While hopefully it mostly due to insurance and promotions, you might be surprised sometime..
    Last edited by Jubilee; 09-24-2014 at 11:23 PM. Reason: Clarification
    "Some believe in destiny, and some believe in fate. But I believe that happiness is something we create."-Something More by Sugarland

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    Thank you Jubilee!

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    Quote Originally Posted by SouthsideEyecare View Post
    Our office is having issues generating accurate and helpful reports from OfficeMate ("OM"). We are wondering if anyone else has the same problems?

    We pay our providers based on receipts (actual money received, not total charges billed out) and we pay out differently depending on the category (i.e. optical, contacts, and professional services...etc.). We are trying to generate a report that will show fees charged (OM calls them "Gross Fees") and receipts (actual money received), allocated to provider and product categories. We have been unable to generate such a report and OM claims that such a report does not exist.

    Question: Do any of you pay providers' bonuses based on receipts (actual money received) and if so, how do you use OM to figure them out?
    www.eyeReports.biz has the report you need to pay your Providers. Call Stephen Rosenbaum at 760 689 2452 or email eyereports.biz@gmail.com to setup a demonstration to see the reports.

  5. #5
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    www.eyeReports.biz has the report you need to pay your Providers. Call Stephen Rosenbaum at 760 689 2452 or email: eyereports.biz@gmail.com to setup a demonstration to see the reports.

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