Dashboards and Reports Videos

The videos in this section explain how to use the dashboards and reports in Eyefinity Practice Management

Dashboards

• Dashboard Overview [video]
• Patient Demographics Dashboard [video]

• Patient Marketing Dashboard

• Contact Lens Sales Dashboard [video]
• Premier Dashboard [video]

Reports

• Accounting Reports [video]
• Appointment Reports [video]
• Financial Reports [video]
• Patient Reports [video]
• Patient Statements [video]
• Sales Reports [video]
• Cash Receipts Summary Report [video]
• Monthly Production Summary Report [video]
• Inventory Reports [video]
• Dispensary Reports [video]
• Billing Reports in Detail [video]
• Perform a Daily Closing [video]
• Transaction by Insurance Report [video]
• Sales Tax Report [video]
• Open EEHR Exams Report [video]

• Scheduled Recall Report [video]
• Recall by Last Exam Date [video]
• Patients With No Recall Report [video]
• Eyewear Consultant Patient Recall Report [video]
• Referral Source Tracking Report [video]
• Required Note Audit Report [video]
• Not Listed Insurance Plans Report [video]

• OfficeMate vs. Eyefinity Practice Management Report Comparison [video]