Run the Individual Procedures Report to display details for each procedure completed in the selected date range.

In Standard Reports, in the Daily section, click Individual Procedures.

To view a summary of procedures completed in a date range by procedure code instead, see the Production by Procedure Report.

To control user access to this report, see Report Setup: Security Permissions.

Filters

By default, this report is blank upon opening. Enter filter criteria, then click Refresh to view data.

From / To: Determine the start and stop dates to view completed procedures.

Clinics: Select specific clinics or select All (includes hidden) to include all clinics, including those marked hidden.

• Filters by clinic assigned to procedure.
• If user is restricted to specific clinics, only accessible clinics are listed. When selecting All (includes hidden), results include all clinics user has access to, including those marked hidden. Results do not include clinics user is restricted from or procedures not assigned to a clinic.

Provider: Select the providers to include or select All to include all providers, including those marked Hidden on Reports.

• Filters by treating provider (i.e., provider assigned to Procedure).
• Users without the Daily - View All Providers permission only see the provider associated with their User in the Providers list.
• Users must have the Daily - View All Providers to access the full provider list and utilize the All option.

Print: Print the report using the criteria selected in the filters.

Individual Procedures

Click Refresh to update report results based on the currently selected filters. The Individual Procedures grid displays results matching the filter criteria. Click a column title to sort results in ascending or descending order. The following is a description of each report column:

• Clinic: Clinic assigned to the procedure. This may differ from the patient's assigned clinic.
• Name: Last name and first name of the patient associated with the procedure.
• Treatment Date: The procedure date.
• Code: Procedure code.
• Tooth: Procedure tooth number, if applicable.
• Area: Procedure treatment area (e.g., MOD, UL, etc.), if applicable.
• Description: Description of the procedure code.
• Provider: Provider assigned to the procedure (i.e., treating provider).
• Fee: Procedure amount (i.e., fee billed to the patient's account).

Right-click options:

• Go to Chart: Select the patient.
• Copy Cell Text: Copy text in the specified cell.
• Copy Row: Copy all text in the specified row.