Procedure Journal

With the Procedure Journal function, you can print a report of all the procedures entered into CGM webPRACTICE during a specified range of dates.

This report can be used to generate a DMS List. To activate this function you will need to add the report to the DMS Report Integration function located on the System, Database Maintenance Menu. This report can also be printed from the Reports, Transaction Journals menu.

Data Field Information

Prompt	Response	Len
Print in Date Order	If you want to print the report in date order, select this check box. If you select multiple sorting options, a separate report is generated for each option.	1
Print in Procedure Order	If you want to print the report in procedure order, select this check box. If you select multiple sorting options, a separate report is generated for each option.	1
Print in Per Doctor Order	If you want to print the report in performing doctor order, select this check box. If you select multiple sorting options, a separate report is generated for each option.	1
Print in Ins Doctor Order	If you want to print the report in insurance doctor order, select this check box. If you select multiple sorting options, a separate report is generated for each option.	1
Print in Location Order	If you want to print the report in location order, select this check box. If you select multiple sorting options, a separate report is generated for each option.	1
Print in User Code Order	If you want to print the report in user order, select this check box. If you select multiple sorting options, a separate report is generated for each option.	1
Print By	Select Accounting Date to include transactions based on their accounting date, or select Service Date to include transactions based on their date of service. The header on the printed report reflects the option selected.
Print from date	Type the date you want to start with or click the calendar icon to select a date.	10
Print Through Date	Type the date you want the report to end with or click the calendar icon to select a date.	10
Assignment Charges Only	If you only want to include charges that Assignment was accepted for, select this check box.	1
Summary Only	If you only want to print a summary, select this check box.	1
Batch Number	Type the code you want or click the magnifying glass to search a list of every 'unlocked' batch. You can also create a new batch by typing in a batch number that does not exist and you will be asked if you want to create it.	17
Default Last Batch	If you want the last batch number (used by the current user, in the current database, for the current date) to default, select this check box. If you select this check box while in any function in the system that contains a Batch Number field and then you access a different function that contains a Batch Number field, the Batch Number field will automatically default the last batch number used.
Print from List	If you want to print this report based only on the patients contained in a previously defined DMS List, select the list you want to use. For example, if you want a report only for Medicare patients, first create a list of all your Medicare patients, then print the Procedure Journal and select the Medicare patient list for Print from List.	20

Sample Report

The report header reflects the date range and whether it covers Accounting Date or Service Date based on the Print By option selected.

If Summary Only is not selected, the information included on this report is: the patient number and name, guarantor name (if different from patient), accounting date, date of service, procedure code and modifier, performing doctor (Per DR), insurance doctor (Ins DR), referring doctor (Ref DR), location code (LC CD), diagnosis code(s), multiplier (Mlt), and the amount charged for each procedure. Any Report Comments contained in the patient's billing information record print beneath the guarantor's name followed by the referral source code and name (if different from default referral source). When a charge has been negated, the Negate Reason entered from the Negate Action dialog prints under the negated procedure code.

If Summary Only is selected, the report prints totals for the sort option selected.

The Hash Total prints below the Grand Total. The hash total is calculated by adding the digits of every CPT code. It also takes into consideration the unit value of a procedure. If the unit value is greater than one, it multiplies the hash number for the procedure by the number of units. To accommodate situations when the procedure codes begin with a letter (J or V codes), the hash total is calculated based on the last four digits of the CPT, not all five digits. When a procedure code consists of letters only, zero is added to the total.

Notes:

If Exclude $0.00 Items on Reports is selected in the Invoice Billing Integration (System, Database Maintenance Menu, Integrations, Invoice Billing Integration), $0.00 transactions posted to patient accounts are excluded from this report.
If you use expanded Procedure Entry to store a different location, referring doctor, or performing doctor code for each procedure entered, those codes reflect properly for each procedure on the report.