Run The Dental Procedures Report

1. Open the Report - Home ribbon bar > Reporting section > Reporting > Patient >Dental Procedures > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Reports" for details.

   

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.)

   Report Type - Select the detail report, which lists each patient for whom a dental procedure was applied, or the summary report, which lists the number of each procedure.

   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.

   State - Select the dental procedure state to include: Planned, Completed, Referred, Existing, Rejected, or Deleted. Dental procedures that were in the selected state during the report's date range, which is not necessarily the procedure's current state, will be included.

   Dental Procedures - Select which procedures to include on the report, or select to include All . You can select multiple procedures by checking each description to include. You can quickly clear the list of selected procedures by clicking All twice.

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

   Doctor - Choose to include only the records for a specific doctor, or include the records for all doctors in your practice.

   Assistant - Choose to include only the records for a specific assistant, or include the records for all assistants 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 "Subgroup Editor" 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 continue with the printing options.

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 "Use Report Results" for details.

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