Reports for staff competition? Private pay versus insurance?

[dynaco]

I would like to be able to track some items for a staff competition but can't see how to do this.
I would like to be able to find out which staff members with in a period of time:

1.    Sold the most annual supplies of contact lenses
2.    Sold the most premium AR product
3.    Pre-appointed the highest percentage of future exams at checkout
4.    Collected the highest percentage of valid emails at check in

Doesn't this system have the capability for this? Do we have to use a sheet of paper with tally marks?

I also am trying to find a report to tell me how many private pay annual exams versus insurance.  This should be available right??

[friscoeyeassociates]

So I think you could use a Custom Invoice report to find numbers 1 and 2, but you still need to analyze the data to sort out annual supply invoices vs non annual. AR should not be as difficult to sort out because there are likely only a few premium AR's the office uses on a regular basis. I use this report for odd things like this when I want cross examine data and look at more than one variable, like which staff member made the sale for instance. In the case of the AR, you could also set up a capture rate report for those AR billing codes that will total up invoices with Premium AR and sort them by optician and/or doctor. I use the Capture Rate report for more than just the traditional capture rate measurements.

Numbers 3 and 4 are going to tougher to track. I don't know of a way within crystal to track those.

Do your Private Pay and Insurance exams use the same billing code?? Their should be 4 different codes for comprehensive exams.

92004: New Patient Exam WITH INSURANCE
92014: Established Patient Exam WITH INSURANCE

S0620: New Patient Exam NO INSURANCE
S0621: Established Patient Exam NO INSURANCE

The sales report will break down the quantity of each as well as give you patient vs insurance payment amounts.. See attached photo for an example