Daily Procedures Report

In the Main Menu, click Reports, Standard. In the Daily section, click Procedures.

The Daily Procedures Report lists all completed procedures within a date range. This report can be used to track quantity and production of a specific procedure, to generate a list of patients that had a specific procedure performed, or to track overall production.

Note: To control user access to this report, see Report Setup: Security Permissions.


Calendar: Since this is a daily report, you typically only run a single date, but you can also include as large of a date range as you wish. In the first calendar select the start date. In the second calendar select the end date.

Providers: Highlight the providers to include. Press Ctrl while clicking to select multiple providers, or click All to select all providers. Provider selection is only an option if the logged-on user has the Daily - View All Providers permission.

Type: Choose which type of report to run.

Individual Procedures / Grouped by Procedure Code: Select how to sort and group the report.

Only for procedure codes similar to: To limit the report to only one procedure code, enter the code here (e.g. D1234).

Clinics: Select the clinic(s) to report on. The default clinic is the clinic associated with the user. If user is restricted to a clinic, he can only run the report for that clinic. Unassigned refers to patients who are not assigned a clinic.