Description
This guide will help you quickly generate a procedure breakdown report.
If you would like more details and explanations, please see the article linked at the end of this guide.
Step-by-Step
- Select Office.
- Select Reports Manager.
- Select Procedure Analysis Report.
- Set the Producer; use the * for all or designate a single producer.
- Set the Month and Year to the date you are counting up to.
- Select Calculate YTD totals.
Choose Fiscal or Calendar.
Calendar: Select this option and the program will count from January up to and including the primary date field above.
Fiscal: Select this option and the program will count 12 months up to and including the primary date field above.
- Select Print Practice Totals.
- Select Detail (by procedure) as well as Report By Producer.
- Choose Preview or Print to produce the report.
- The results on the right represent the annual total; this is the column you should refer to.
- The categories will be listed after all the procedures are listed.
- Category totals can be found here.
Additional Resources
