There are two report options, depending on the ultimate reporting goal.
To generate a report that shows only the completed procedures recorded within a single location:
- Click the word “Reports”
- Click the word “Daily Reports”
- Select the report “Production Report”
- Indicate the desired date(s) for the report
- Choose Production by: "Code"
- If the office wishes to understand only specific codes:
- Click the Select button at the “Codes” field
- Select the desired procedure code
- Click the
icon to move the desired code to the right
- If the office wishes to understand all posted codes, do not indicate any code within the “Codes” fields
- Click the Print / Preview button to generate the report to the Adobe Acrobat Reader window for viewing and printing
If the practice has multiple locations and the enterprise wishes to understand the amount of completed procedures recorded within all locations:
- Click the word “Reports”
- Click the word “Daily Reports”
- Choose the option “Production Report”
- Select "Office Group"
- Click "Select" in the Office Group field
- Use the
- Select the report “Production by Codes”
- Indicate the desired date(s) for the report
- If the office wishes to understand only specific codes:
- Click the Select button at the “Codes” field
- Select the desired procedure code
- Click the
- If the office wishes to understand all posted codes, do not indicate any code within the “Codes” fields
- Click the Print / Preview button to generate the report to the Adobe Acrobat Reader window for viewing and printing