Daily Procedures Report

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.

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

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 / Grouped by Procedure Code: Select how to sort and group the report.

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

Clinics: Select one or multiple clinics to include in the report, or check All (Includes hidden) to run the report for all clinics. The default clinic is the clinic associated with the user. If user is restricted to a clinic, they can only run the report for that clinic. Unassigned refers to patients who are not assigned a clinic.

Example of the report, ran with Individual Procedures checked.


Example of the report, ran with Grouped by Procedure Code checked.