Miscellaneous Reports in AcuityLogic BackOffice

In the Miscellaneous Reports window of AcuityLogic BackOffice, you can generate the following reports:

Report Description

Patient Medical Condition (PMC101)

Shows patient exam details including service date, order number, insurance ID, date of birth, exam code, provider, diagnosis codes, and PQRI codes.

You can filter the report by the following criteria:

  • Date range
  • Insurance carrier
  • Insurance plan
  • Diagnosis code
  • PQRI code
  • Exam code
  • Provider
  • Medical condition

Audit Log Report (AL101)

Lists the actions performed on a patient profile in AcuityLogic POS by an employee within the date range you specify.

You can filter the report by the following actions:

  • Create
  • Edit
  • View
  • Delete
  • Query
  • Print

Patient Audit Report (PA101)

Lists notes added to a patient profile in AcuityLogic POS by an employee within the date range you specify.

You can filter the report by the following entity types:

  • Profile
  • Appointments
  • Exams
  • Billing

You can also filter the report by the following note types:

  • User: notes added by an employee
  • Audit: notes automatically generated by the system

Select the Urgent Only check box to show only urgent notes.

Select the Followup Only check box to show only follow-up notes.

Select both check boxes to show only notes marked as both urgent and follow-up.

Contact Lens Replenishment Report (LAB101)

Lists all of the contact lenses that patients ordered within the date range you specify. This report can help you determine whether you need to replenish your current stock.

You can report on all, one, or multiple offices or supply sources.

You can also generate this report for the office from which you are accessing AcuityLogic POS in the Standard Reports tab in the Reports section.

Remake Report (MISC101)

Lists the remakes ordered within the date range you specify. The OSR column indicates whether the remake is an old system remake.

You can report on all, one, or multiple offices or remake reasons. You can sort the report by employee or by reason and select whether to include remake notes.

You can also generate this report for the office from which you are accessing AcuityLogic POS in the Standard Reports tab in the Reports section.

Eyewear Consultant-Patient Recall Report (MISC102)

Lists patients with orders invoiced by an employee within the date range you specify. This report allows employees to follow up with patients to see how their eyewear is working for them or to send thank you cards.

You can report on all, one, or multiple offices.

You can also generate this report for the office from which you are accessing AcuityLogic POS in the Standard Reports tab in the Reports section.

Required Note Audit Report (MISC103)

Lists required notes associated with transactions that occurred in a specified time range or month.

You can run this report for all or selected employees in your office, for all or selected offices in your company, or for all or selected regions in which your company is located (if your company uses regions).

You can include all required note types generated by BackOffice (adjustment, miscellaneous payment, and remake) or just selected types.

The report can be exported in PDF, Excel, or CSV format.

In AcuityLogic POS, you can generate this report from the Standard Reports tab in the Reports section.

Note: The Note Type drop-down list includes only required notes set up for your company.

For more information about required notes, see Setting Up Required Notes.

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