Kept Procedure Summary by Year Report

Run a Kept Procedure Summary by Year report to see the number of kept procedures within a date range, compared with that same date range for up to 9 years in the past. You can choose to include only specific procedures on the report, or select to include all procedures, and run the report for a specific office and orthodontist, or see the data for all offices and doctors.

1. Open the Report Home ribbon bar > Reporting section > Reporting > Appointment > Kept Procedure Summary - By Year > Run. (You can also search for the report you want to work with.) You might also be able to run this report or form from your Recent Reports or Quick Reports list. See "Run Reports" for details.

   Choose Reporting from the Reporting section of the Home ribbon bar.

   

   Expand the Appointment report section, if needed, and choose Kept Procedure Summary - By Year. Then click Run.

   

2. Report Settings Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report. (If the report settings panel is not visible, click the  Show/Hide icon in the upper left corner of the Reporting window.)

   Start / End Dates - Choose the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the calendar icon to select a date. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header. You can alternately enable the Last Month, Month to Date, or Year to Date option instead of entering specific dates.

   Past Years to Include - Choose to compare the results of your selected date range with the same date range from one to five years in the past. Or, choose 0 (zero) to only show the results for the current date range.

   Procedure - Select one or more individual procedures to include on the report, or enable the All Procedures option to include all procedure types. If you select All Procedures, any individual procedures you previously selected are de-selected automatically, If you then re-select an individual procedure, the All Procedures option is de-selected automatically.

   Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

   Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.

3. Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included. See "Set Up & Manage Subgroups" for details. To include all records that fit the other report criteria, select None. The report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results.

4. View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.

5. Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.

More Information

Process appointments - You must regularly process appointments for this report to function correctly. See "Process Appointments" for details.

• Appointment Reports & Forms
  • Appointment Day Sheet
  • Arrival Log
  • Case Acceptance Report
  • Deband Analysis
  • Doctor Time
  • Emergency Tracking
  • Family Appointments
  • Filtered Appointments
  • Grid Notes
  • Kept Appointments Reports
  • Kept Procedure Summary by Year Report
  • Missed Appointments
  • Morning Meeting
  • Needs Appointment
  • NP Exam Analysis
  • Old Appointments
  • Procedure Analysis
  • Procedure Length Summary
  • Recall Report
  • Scheduled Appointments
  • School / Work Excuse Forms
  • Starts & Exams
  • Tray Cover Reports
  • Treatment Efficiency
  • Appointment Cards

Open topic with navigation