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

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.

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

Filters

Set the report criteria and filters before running the report.

Calendar: Select the date range to include in the report. Select the starting date in the left calendar; select the end date in the right calendar.

Providers: Select the providers to include. Ctrl + click to select multiple providers. Check 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 will only see the provider associated with their User in the Providers list and the All checkbox will be disabled.
• Users must have the Daily - View All Providers to access the full provider list and utilize the All checkbox.

Type: Choose which type of report to run.

• 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 fees only.

Only for procedure codes similar to: Filter the report to only include certain procedure codes.

• Enter a complete procedure code (e.g., D1234) to limit the report to a single procedure code.
• Enter a partial procedure code (e.g., D12) to include all similar codes (e.g., D1234, D1245, etc)

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

• Filters by clinic assigned to procedure.
• If user is restricted to specific clinics, only accessible clinics will list. When checking All (includes hidden), results will 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.

Report Preview

Click OK to generate a print preview the report. The resulting report will change depending on the selected Type. Below are examples of the report results and descriptions of each column on the report.

For a description of toolbar buttons, see Complex Report System.

Report Type: Individual Procedures

• Date: Date procedure was set complete.
• Patient Name: Patient procedure was set complete for.
• Code: Procedure code.
• Tooth: Tooth number, if applicable.
• Description: Description of the procedure code.
• Provider: Provider assigned to the procedure (i.e., treating provider).
• Clinic: Only show when Clinics feature is enabled (see Show Features). Clinic assigned to the procedure. This may differ from the patient's assigned clinic.
• Fee: Procedure amount (i.e., fee billed to the patient's account).

Report Type: Grouped by Procedure Code

• Category: The procedure code category assigned to the procedure. See Procedure Code Edit.
• Code: Procedure code.
• Description: Description of the procedure code.
• Quantity: Number of these procedure codes set complete for the selected date range.
• Average Fee: The average (Total Fees divided by Quantity) of the fee billed for the procedure code.
• Total Fees: The total of the fees billed for the procedure code.