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.

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


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.

Type: Choose which type of report to run.

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

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

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

Report Type: Grouped by Procedure Code