5.2.2 Example 2: Treatment Code Report

With the simple Patient report done, we can move on to a more advanced example.

The first step should always be defining the aim of the report. We will create a Treatment Code report which will compare two different treatment codes, performed by two different doctors. It should also provide a detailed count for each so we can see how many times each producer performed each treatment. The ideal setup for such a report would include:

• A Treatment Code field we can filter.
• A Treatment Producer field to filter for and identify our treatment producers.
• A Treatment Date range to designate the search period.

Creating the Report:

• Choose the Billing tab, and the Treatment category.
• Right click the report/grid area and choose Edit Report.
• Select the File item Treatment.
• Select the Field item Treat Prod.
• Double left click or Highlight Treat Prod and select the Add button.

Removing Unnecessary Columns:

As we’ve learned, we ought to keep the Selected items tidy so let’s remove the unnecessary items.

• Highlight the Treatment Treat. Claim#  line in the Selected box.
• Once highlighted, click the Remove button on the right.
• Repeat the previous 2 steps to remove the following unnecessary fields: Treat Bill Dr, Treat Tooth, Treat Surface, Treat Pat Total, Treat Ins Total, and Treat Total.
• Your Selected box listings should include: Preferred Name, Last Name, Treat Date, Treat Desc, Treat Status, and Treat Code.

Setting up Sorting Order:

To properly organize and tally our results, we will need to work with the Sort By box.

• Select the Patient Last Name line in the Sort By box.
• Use the >> arrow button to move it out of the sorting order.
• Do the same for Preferred Name.
• In the Selected box, highlight Treatment Code.
• Use the << arrow button to add it to the sorting order.
• We will also add the Treatment Producer item to the Sort By box.

These steps will ensure the report refers primarily to the treatment codes for sorting and counting. It will then sort by Producer. This  sorting order will allow the Treatment Codes to gather together, thereby allowing you to apply the Detail and Total functions accurately.

Keeping other sorting order items in the Sort By box will result in undesired separations in the results.

Setting up Operations:

• Highlight the Treatment Code line in the Selected box again.
• Select the Operation button on the right.
• Enable a Count function in both Detail and Total.
• Press Ok.
• Press Ok at the top right to dismiss the Edit Report window.

This sequence of steps will allow the Info Manager to provide a count of treatment codes. The Detail Count will tally each Treatment code while the Total Count will tally the entire report for a total at the end.

Setting up Filters:

With the report fields, sorting, and operations set, we can begin setting the required filters. Close the Edit Report window and return to the main module window. We will now begin working with the columns listed above the results area.

• Left click the name of the Treat Prod column.
• Set the Operator to Is One Of.
• Choose your producers in Value 1 and Value 2.
• Press Add.
• Press Ok.

Our report will now only produce results wherein the Producer of the treatment matches that of Value 1 or 2.

Note that the Is One Of filter allows you to add multiple pairs; this filter is not restricted to only two values. You can Add one pair of values then add as many more as you’d like.

We can repeat these steps to setup our other filters.

The Treat Date column should be set to use the Between Operation and given 2 different dates.

The Treat Status column should be set to C, complete.

The Treat Code column should be set to Is One Of, entering a code for both values.

Running the Report:

• Select the Search button at the top right.
• Your results should populate and resemble the image below.

As you can see, the results are abiding by the Sorting Order we setup.

The prioritized Treatment Code ensures all results are first divided by their code number. This keeps the like-codes bundled together, a critical requirement for our counting operations to function properly.

The next sorting priority added was the Treatment Producer. This allows the report to first gather the matching codes then sorts them based on the producer. This results in the separations seen above, wherein each Producer gets their own bundle of codes grouped and counted for each Treatment Code reported on.

Our Operations serve to add up the number of results. These were set during the Editing phase using the Operation button beside the Selected box.

First they count how many times each code appears (Detail count), for each producer (Detail count), then provides a total code count (Total count) at the end of the report.