OfficeMate Home Office User's Guide - OfficeMate Software Solutions

List of Reports
Chapter 13 Creating & Printing Reports & Statements
Performance - Net Quantities
The Performance - Net Quantities report is a custom report that displays columns and
data (net quantities) that are defined by you. All quantities are net of refunds, write-off
amounts, adjustments, and returns. This report provides exam, frame, contact lens,
and applied payment performance information. It displays information about the
pairs of glasses, anti-reflective coatings added to glasses, second pairs of glasses,
backup glasses, and the contact lens warranties and packages sold. Additionally, this
report displays the performance results for comprehensive exams, medical exam, and
exams performed without additional items being sold. For all items sold, it calculates
the average transaction fee. You can use this report to determine how well providers
and staff are selling items, how many photos are being added to exams, if
anti-reflective coatings are being added to pairs of lenses sold, and other performance
information. This report can be organized by region, location, and provider and
consolidated in a summary view or created with details visible. To create the
Performance - Net Quantities report, go to Creating & Printing Custom Reports on
page 525.
Notes
• If you are comparing the total amounts in the Performance - Net
Quantities report to the total amounts in other reports, you may
notice differences in the amounts because all amounts in the
Performance - Net Quantities report are rounded to the nearest whole
dollar.
• If you create a report that displays the applied payments by provider,
the payments displayed are the payments received for the provider
recorded on the fee slip.
• There is no Contact Lens Exams column in the Performance - Net
Fees report. To view the quantity of contact lens exam CPT codes that
you set up in the CL Exams tab on the Business Analysis Reports
Setup Options window, create the Detail Listing report.
654 OfficeMate Home Office User’s Guide