Production Dashboard
The Production Dashboard provides a comprehensive view of a practice’s exam and materials production for a selected service period. It gives practice leaders a clear, trusted understanding of overall production performance to support informed financial and operational decisions.
Link to Demo Video to be added here
https://pm.eyefinity.com/Reporting/AnalyticsAndInsights
(select “Production” from left hand navigation
Key Capabilities
With this dashboard, you can:
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Understand performance fast - Measure total production value in terms of revenue and volume at a glance
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Measure value your way - View production by retail value, net sales, or payments received.
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Tie production to outcomes - Align payments to original order date to understand true value generated.
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Spot trends early - Identify productivity patterns and seasonal shifts over time.
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Gain deeper insights - Drill into production by CPT code and specific materials.
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Make smarter comparisons - Evaluate performance across offices, doctors, and staff.
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Drive accountability - Support incentive and compensation decisions with trusted insights.
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Have one source of truth - Replace multiple legacy reports with a single, authoritative production view.
Configuration Options
Date Selector: choose how the date filter is applied to the data
Order Date: Measures sales based on when orders were placed. Payments and refunds are tied to the original order date. Use this to measure value generated from sales during the selected period.
Transaction Date: Measures activity based on when it occurred, including sales, returns, and payments during the selected period.
Display Amounts By: Select how you want to measure the production value by one of the following three options:
Retail Value: Use this option to measure production value by list price.
Net Sales: Measure revenue including tax, based on patient responsibility and estimated insurance receivables entered at checkout.
Payments Received: total insurance and patient payments received, including tax.
When using Order Date, measures payments collected from orders placed during the selected order date range.
When using Transaction Date, includes payments based on when they were collected.
KPI and Chart Definitions
KPI Measures
Total Amount: The total amount based on the value metric selected by the user.
Total Retail Value: The total listed retail value of exams and materials produced.
Total Net Sales: The total revenue for exams and materials, including tax, based on patient responsibility and estimated insurance receivables calculated at the time of sale.
Total Payments Received: The total applied insurance payments and patient payments received, including tax.
Total Orders: count of unique orders produced within the selected time frame; remake orders are excluded.
YOY Year-over-Year: Percentage change compared to the same period in the prior year. This metric helps identify growth, decline, or stability over time.
AR Amount: (Displayed when viewing by Order Date and Payments Received) Estimated outstanding receivable balance, reflecting that payments for the selected period are not yet final. The value becomes $0 once all balances are received or written off, indicating payments are complete.
Production Mix Charts
Exams/Materials Mix
Exams Amount: The portion of total dollars attributed to exam-related services.
Materials Amount: The portion of total dollars attributed to materials, including items categorized as Eyeglasses, Contact Lenses, and Other Materials.
Uncategorized Amount: Amount that cannot be definitively assigned to a specific item type. Only available for Payments Received. Including items from:
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Miscellaneous Payments: Payments made in POS without an associated order number or item type.
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Partial Payments: Payments for patient amounts not yet fully paid and therefore cannot be categorized until settled.
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Unassigned Payments: Other special cases where an Item Type is not assigned.
Insurance-Carrier/Patient Mix
Note: only available when Display Amounts by is set to “Retail Value” or “Payments Received.”
Insurance Receivable: The portion of the production amount generated from insurance
Patient Amount: The portion of the production amount generated from patients