Procedure Analysis by Location and Date of Service

With the Procedure Analysis by Location and Date of Service function, you can print a report that provides a detailed analysis, sorted by location code and then by date of service, of specific procedures performed by the practice. It reflects the total number of patient accounts and entries for the specified procedure code(s) that were performed during a specified range of dates. It may be printed in either detailed or summary format.

If you receive this Warning Message: 'The report is already running. Do you wish to restart it?', that means this function had been previously accessed but for some reason the report did not finish or a report is currently in the process of calculating.

Selecting Procedure Codes:
There are four methods available for selecting procedure codes.

Select a previously defined Procedures List and click Select List
Type a range of procedure codes and click Select Range
Type an individual procedure code and click Select Code
Click Select All Codes

You can use one of these methods or a combination of them to select the codes.

If you need to delete a code in the selected list, type the code in the individual procedure code box and click Delete at the bottom of the screen.

If you frequently run this report using the same procedure codes each time, you can save them in a Procedures list. This will allow you to use the pre-defined list in the future instead of entering each code individually. Type in a List Name and Description in the lower portion of the screen and click Save List, after you have selected all the codes. You may also merge the selected codes with an existing list or replace an existing list if needed.

Data Field Information

Prompt	Response	Len
Begin with Location	Type the code you want to start with or leave the text box blank to start with the first code in the table.	10
End with Location	Type the code you want to end with or leave the text box blank to end with the last code in the table.	10
Begin with Date of Service	Type the date of service you want the report to start with or click the calendar icon to select a date.	10
End with Date of Service	Type the date of service you want the report to end with or click the calendar icon to select a date.	10
Date to Begin	Type the date you want the report to start with or click the calendar icon to select a date.	10
Date to End	Type the date you want the report to end with or click the calendar icon to select a date.	10
Print Detail of Patients	If you want to print the individual detail of patients (accounts), select this check box.	1
Alpha or Numeric	If you selected to print detail of patients - select the sorting option you want.	1
Include Address Information	If you selected to print detail of patients and you want to print the patient's address information, select this check box.	1
Print from List	If you want to print this report based only on the patients contained in a previously defined DMS List, click the list you want to use. For example, if you want a report in the format of the procedure analysis report, but only for Medicare patients, you first create a list of all your Medicare patients, then run the procedure analysis report and select the list just created for 'Print from List'.	15

If you selected Exclusions, the Exclusion selection screen will appear.

Selecting Exclusion Procedure Codes:

Select a previously defined Procedures List and click Select List
Type a range of procedure codes and click Select Range
Type an individual procedure code and click Select Code

You can use one of these methods or a combination of them to select the codes.

If you need to delete a code in the selected list, type the code in the individual procedure code box and click Delete at the bottom of the screen.

You have the option to generate a DMS List from this report. For information on creating and using DMS lists, see List Processor on the Reports, Data Management System menu.

Sample Report