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.

  1. In the Main Menu, click Reports, Standard.
  2. In the Daily section, click Procedures.
  3. 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.
  4. 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.
  5. Type: Choose which type of report to run.
  6. Individual Procedures / Grouped by Procedure Code: Select how to sort and group the report.
    • Individual Procedures: Lists all patients, procedures and production, ordered by date.
    • Grouped by Procedure Code: Groups procedure codes together and removes patient names to show quantity and production only.
  7. Only for procedure codes similar to: To limit the report to only one procedure code, enter the code here (e.g. D1234).
  8. 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.
  9. Click OK to generate the report.