Our last example will demonstrate the use of Detail Operations and the Treatment Tab to report on a Producer’s specific treatment code production within a given date range.
Creating the Report:
- Open the Info Manager.
- Set the Tab to Billing.
- Select the Treatments Category.
- Right click the results area and Edit Report.
- Select Treatment in the top left box, Files.
- In the Fields box beside it, find and highlight Treat Prod. then Add it.
- Now in the Selected box at the bottom, remove the unnecessary Fields like Treat Claim #, Treat Bill Dr, and Treat Surface.
- Within the same Selected box, highlight Treatment Treat Total and select the Operation Button.
- Choose Detail Operation – Sum.
- In the same window, choose Total Operation – Sum.
- Press Ok.
- Repeat steps 8-11 for the Treat Code line. This time we will have to use Count as the operation for both Detail and Total.
- In the Selected box, find Treat. Code and highlight it.
- Press the << button to move it into the sorting order.
- Select Pat Last name and move it out of the sorting order using >>.
- Repeat for Pat Preferred name. This should leave only Treat Code in the Sorting order.
- Press Ok to dismiss the Conditions window.