Items Performed Over a Period Report

Follow

This report generates a list of all items entered in patients' Treatment tab within the report period.

Depending on the view selected, the report will show detailed information regarding the patients and items, or total fee amount of all items, separated by provider.

Users can run the report to check if clinical notes were entered in patients' Treatment tab within the report period.

 

Run the Report

  1. Go to Location Management > Reports tab

  2. Open Items performed over a period report

    1. Date: Select the period to base this report on

    2. Location: Select the location or <All> to base this report on, if applicable

    3. Provider: Select the Provider(s) or <All> to include in the report

    4. Show:

      1. Standard view: Report will show patient's name, card number, item and the treated date, quantity of item performance, total fee of the item, invoice ID (if invoiced), payment status and notes (Yes or No clinical notes attached)

      2. Detailed view: Report will show more details, including patient's card number, name, address, insurance, ethnic group, Child or Adult; as well as the treated item, treated date, quantity of item performance, tooth surface (if available), total fee of the item, invoice ID (if invoiced) and payment status. A 'Handwritten notes' column is available for notes taking when report is printed.

      3. Totals only: Total fee for all items entered in the report period, separated by provider

    5. Show inactive providers as well: Tick to include inactive providers

    6. Show patients without any clinical notes in a day: When Standard view is selected, tick to view patients that have items entered in Treatment tab but no clinical notes attached.

    7. Click OK

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Report Details

Standard View

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Detailed View

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Totals Only View

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Items Performance Report

Items Performed on Patients Report

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