Annual Procedure Analysis Report – BC Dental College, RK House & Dental Corp

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

  1. Select Office.
  2. Select Reports Manager.
  1. Select Procedure Analysis Report.
  1. Set the Producer; use the * for all or designate a single producer.
  2. Set the Month and Year to the date you are counting up to.
  1. 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.

  1. Select Print Practice Totals.
  2. Select Detail (by procedure) as well as Report By Producer.
  3. Choose Preview or Print to produce the report.
  1. The results on the right represent the annual total; this is the column you should refer to.
  2. The categories will be listed after all the procedures are listed.
  3. Category totals can be found here.