Fully integrate all your disparate business data from your practice management, accounting, payroll and other business systems into one Business Intelligence system. 

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We have 3 levels of reporting offerings using our prebuilt reporting solutions. All service offerings are either integrated or import data from all industry PMS and EHR systems, Accounting (QuickBooks etc) and Payroll systems. 

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Level 1 - Best Practice Analytics

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• "What If" Calculator

  • Identify where your opportunities for improvement are and what the impact will be on your practice​.

  • Manipulate the number of refractions completed as part of your overall exam mix, your frames capture rate and average frame sale and see what impact making changes to these key drivers has on your total production.

  • Use our "what if" calculator to build a weekly production budget for your business.

• High Level Dashboard

  • Breaks your business up into the following segments:

    • Eye Exams​

    • Medical Eye Care

    • Eyewear

    • Contacts

  • Looks at your performance for the year to date and the week just completed as compared to the same year to date period last year, same week last year and your year to date goal and goal for the week. 

• Production Summary​

  • Provides you with a one page view where your production for the week and year to date is compared to ​the same period last year and your goal for this year to date and week. 

  • Key business drivers including number of exams, average exam value, refractions to frame sales capture rates and average frame sales are identified. 

• Exam Dashboard​

  • Provides you with up to 52 weeks of exam activity for total exams, new and existing patient exams with a waterfall weekly variance view against the last year and this years year to date and weekly goal. ​

• 52 Week Dashboards​

  • New and Existing Patient Exams​

  • Exam Mix with Total Patient Care Production

  • Patient Care Production Mix with Total Patient Care Production

  • Intermediate, Comprehensive, EM Level 1, EM Level 2, EM Level 3, EM Level 4, EM level 5 and other Exams

  • Gross Production Mix

  • Gross Per Patient Average (PPA)

  • Total Patient Care and Optical Production Mix with Gross PPA

  • Medical 

  • Medical Mix and Total Medical $

  • Total Exams and Refractions with Frames Capture Rates

  • Frames Capture Rate and Average Frame Sale

  • Number of Frames Sold with Average Frame Sale

  • Number of Lenses Sold with Capture Rates Frames to Lenses

  • Lens Capture Rate

  • Lens Mix by Volume with Total Lens Production Dollars

  • Lens Treatment Production Mix with Lens Production

  • Contact Lens Fee Codes and Production​​

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​Level 2 - Understanding Profitability and Cash Flow

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• All Level 1 Best Practice Analytics

• Financial Reporting

  • Data is pulled from your Accounting System

    • We have a daily pull from QuickBooks Online and QuickBooks desktop into our Business Intelligence reporting system. ​

    • We reconstruct your financial statements into meaningful formats. Our Business Analysis Report​ combines your Profit and Loss and Balance Sheet into a one page meaningful report that includes some 22 key business ratios​

      • Identify what cash flow your business is producing to pay back Bank or third party debt, pay taxes and generate profit distributions to create wealth outside your business. 

      • Trend Analysis

      • Use our Financial "What If" planner to see what impact improving your financial performance has on the value of your business. 

• Payroll​

  • Wages paid and hours worked are pulled directly from your payroll system so that true hourly calculations can be made. ​

• Practice Management-Accounting-Payroll all consolidated into one Business Intelligence System. ​

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Level 3 - Taking Away Surprise and Planning for the Future

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• Including all our Level 1 Best Practice Business Analytics and Level 2 Understanding Profitability and Cash Flow offering.

• Reforecast-Reforecast-Reforecast

  • It's great to have a goal for the year, but the reality is, things change! In our Level 3 service, we provide the ability to reforecast your business on a weekly basis so that you know exactly where you are heading. 

  • Your ability to forecast and reforecast does not stop with production, we provide you with the ability to do a full profit and loss forecast. 

  • Your forecast and reforecasts will also link into your possible business valuation helping you see what impact changes in your business are having on the possible valuation of your business.