This article is intended for office who are a member of the Ontario Dental Association (ODA).
Description
This article will guide you through saving a Procedure Comparison Report to a PDF file so it can be emailed to the ODA when they do procedure data collection from it’s members. The report will include procedure code totals over a date range grouped by the producer.
Step-by-Step
- Select Office from the top text menu.
- Then select Reports Manager from the sub-menu.
- Verify you’re on the Billings tab.
- Then select the Procedure Comparison Report icon.
- Now we need to set the reporting filters:
Initial Date Range This should be set to the current calendar year. Compare Against Date Range This should be set to the previous calendar year Billing Dr. Range Start with the lowest Doctor number (ex: D01) and then end with the largest Hygienest (ex: H07) Report By Set this to Producer. - Now select the Print Preview icon.
- Select the Envelope icon from the top took bar.
- Set the Format to PDF or XLS and the Destination to Disk File.
- Select the OK button.
- Select the OK button.
- Navigate to the location you want to save the file.
- Provide a File Name.
- Select the Save button.
The report file is now saved in the destination you selected. You can attach the file to an email and send it to the appropriate recipient.
