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Post by caitlin on Nov 10, 2017 12:59:06 GMT -6
What is the best/easiest way to see how many exams purchased glasses or contacts for a chosen date?
Currently running a mess of correspondence reports to capture this data or going in to each patient's screen... there must be an easier way!
Thanks!
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Post by friscoeyeassociates on Nov 11, 2017 8:28:43 GMT -6
The capture rate report will allow you to set that up under Admin > Defaults > Report Defaults.... Once you get there you will see a button towards the bottom that says "Capture Help". These are the instructions for setting up the equations that will get you an accurate capture rate. Basically you need to set it up run the report so that it counts anyone who has an exam billing code AND any frame or lens billing code on the same invoice for a given time frame. Once you have that number you can divide it by however many exams you have done in that same time frame then multiply by 100 to get a percentage. I am attaching a photo of how mine is set up. You will see the first two rows are basically my full data sets. First row is Total Exams, meaning the report will count up how many invoices in a given time period have an exam billing code on them. The second row is Total Frames&Lenses, meaning the report will count up how many invoices in a given time period have an optical billing code (Here, it really helps to have all optical billing codes in an "optical" sub-category so can quickly add all optical billing codes at once otherwise you will be selecting one at a time). You will notice these first two rows have nothing in the "Equation/Criteria" column. This is bc I am only wanting the report to count up totals for each of these two rows. The "Equation/Criteria" column is used in one of two ways. If there are billing codes present in the billing code column then the "Equation/Criteria" column is used to set a "Criteria" for the report to only include patients in the count that meet that criteria. If there are no billing codes present on that row then the "Equation/Criteria" column is used to input a mathematical equation that should spit out a percentage. Now, the third row on my set up under billing codes I entered only exam billing codes in billing code column, then under "Equation/Criteria" I give the report a criteria telling it to only count the exam billing code invoices which ALSO have a Frame or Lens billing code on it. Thusly giving me a total number of patients who had and exam and bought glasses on the same day (invoice). The last two rows on my report have no billing codes bc they are just equation rows. First I am asking the report to take my Total Frames&Lenses divided by Total Exams and multiply by 100.. This is going to give me an overall capture rate. The last row is asking the report to take my third row which counted up invoices with both an exam and optical billing code (Exam+Glasses) and divide that by total exams and multiply by 100. This is going to give me the percentage rate which exams bought glasses at the time of their exam or on the same invoice. I know this is confusing so I hope it helps lol
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Post by caitlin on Nov 13, 2017 11:07:17 GMT -6
You are awesome! THANK you for the help!
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