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Daily Procedures Report  

The Daily Procedures Report lists all completed procedures within a date range.  This report can be used to track quantity and production of a specific procedure, to generate a list of patients that had a specific procedure performed, or to track overall production.

Note: To control user access to this report, see Report Setup - Security Permissions. To control whether a user can report on other provider's procedures, see Permissions.

  1. In the Main Menu, click Reports, Standard. 
  2. In the Daily section, click Procedures.



  1. Select the report criteria.
    Calendar:  Since this is a daily report, you typically only run a single date, but you can also include as large of a date range as you wish.
      - In the first calendar select the start date. 
      - In the second calendar select the end date. 
    Providers: Highlight the Providers to include. Press Ctrl while clicking to select multiple providers, or click All to select all providers. Provider selection is only an option if the logged-on user has the 'Daily - View All Providers' permission.
    Type:  Choose which type of report to run.
      - Individual Procedures:  Lists all patients, prodecures and production, ordered by date.
      - Grouped by Procedure Code:  Groups procedure codes together and removes patient names to show quantity and production only.
    Only for procedure codes similar to:  To limit the report to only one procedure code, enter the code here (e.g. D1234). 
    Clinics:  If using Clinics, select the clinic(s) to report on.  The default clinic is the clinic associated with the user.  If user is restricted to a clinic, he can only run the report for that clinic.  Unassigned refers to patients who are not assigned a clinic.
  2. Click OK to generate the report.

 

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