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 who 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. 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 so only certain procedure codes are included.

Clinics: Only shows when Clinics are enabled in Show Features. 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 of the report. The resulting report changes 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