Setup Procedure Classifications for Reporting

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Procedures (items) can be grouped for reporting purposes. For example, to report on a group of items classified as New Patient Exam, instead of the individual items. 

Reports impacted by Procedure Classifications:

The steps to setup are the same for each report. 

  1. Go to Location Setup > Items tab

  2. Record menu > Procedures Classifications

    1. Classification: Select the relevant report to setup groups for

    2. Groups section, click Add

      1. Enter Group Name

      2. Enter Group Label

    3. Procedures section, click Add New

      1. Select items related to this group

      2. Click OK

    4. Repeat to add more Groups, or click Exit

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