The Procedures Report provides insights into procedure code statuses and details such as the number of unscheduled or scheduled codes, along with associated fee details. It helps track unscheduled or scheduled codes and monitor codes that change status within the selected time range.
This report shows real-time data and is available in two views: Summary and Detail View.
Competitor Reports
- Day sheet (Dentrix)
- Procedures by Provider (Eaglesoft)
- Procedures Report (Open Dental)
- Dental Treatment Proposal, Dental Treatment Proposal with Signature (Dolphin).
Use Cases
- Evaluate performance at the code level at your practice.
- Review unscheduled treatments and follow up.
Let's get started!
- Navigate to the System Menu > select Operational Reports under Insights.
- Click the + icon on the left or the Generate Report button on the right for the chosen report.
Explore below to learn more about the desired views, filter criteria, and results.
The Procedures report summary view shows the number of all codes that had a status change in the selected date range against their current status. The summary view shows the number of codes that are in each code status grouped under three groups - Scheduled (linked) to an appointment, Unscheduled, and Grand total (sum of scheduled and unscheduled).
Let us explore the filters:
| No | Filters | Description |
|---|---|---|
| 1 | Date Range* |
The procedures report is dated by status change date. Select a date range to focus your report on procedure codes that have had their status changed within the selected date range. *By default, the date range will be Today. |
| 2 | Location* |
Select a location(s) to focus the report on the codes with treatment location in the selected location(s). *By default, the location will be the user’s default location. |
| 3 | Provider Type* |
Select a provider type to focus your report on the treatment provider type of the code. You can choose between Dentist, Hygienist, In-House, or All. *By default, All is selected. |
| 4 | Provider | Select a provider(s) to focus the report on procedure codes with the selected provider(s) as the treatment provider. |
| 5 | Status Last Changed To | Select statuses to focus your report based on procedure codes that last had the selected status(es) within the selected date range. |
| 6 | Current Status | Select statuses to focus your report based on procedure codes with the selected status(es) as the current status. |
| 7 | CDT Category | Select CDT Categories to focus your report on procedure codes belonging to the selected categories. |
| 8 | Code | Select codes to focus your report based on the selected procedure codes. |
| 9 | Patient Flag | Choose to focus the report based on the patients with the selected patient flags. |
| 10 | Patient | Choose to focus the report based on the selected patients. |
| 11 | UCR* |
Specify whether to generate data based on procedure codes that have a UCR fee "less than", "greater than", "equal to" (or so on), your specified dollar amount. *By default, greater than or equal to $0 is selected. |
| 12 | Total Est.* |
Specify whether to generate data based on procedure codes with a total estimated production of "less than", "greater than", "equal to" (or so on) your specified dollar amount (including both patient and insurance amounts). *By default, greater than or equal to $0 is selected. |
| 13 | Exclude Inactive/Duplicate Patients |
Select this option to exclude Inactive and duplicate patients from the report. |
| 14 | Only show Codes charged above UCR |
Select this option to focus the report only on codes that have been charged above UCR. |
Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.
Generation/Download Criteria
- Due to data volume, reports with more than 5 Treatment Locations or a date range exceeding 1 Month will not be generated on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result - Summary View
Now, let us take a look at the results of the Procedures Report (Summary View).
- Current Status: The current status of the procedure code.
- Scheduled: The procedure codes are linked to an appointment.
- Unscheduled: The procedure codes are not linked to any appointment.
- Grand Total: All procedure codes (both scheduled and unscheduled).
- Procedures: The total number of procedure codes in this status.
- Patients: The number of patients with this procedure code in this status in their treatment plan
- UCR: The UCR amount calculated from these procedure codes is based on your office’s standard fees.
- Total Est.: The estimated total receivable for procedure codes in this status.
Click on the blue-colored entries to view more information on the corresponding entry.
The detail view shows the details of each code like the patient the code is added to, the treatment provider, the treatment location, the schedule status, the appointment date if scheduled, and fee details.
| No | Filters | Description |
|---|---|---|
| 1 | Date Range* |
The procedures report is dated by status change date. Select a date range to focus your report on procedure codes that have had their status changed within the selected date range. *By default, the date range will be Today. |
| 2 | Location* |
Select a location(s) to focus the report on the codes with treatment location in the selected location(s). *By default, the location will be the user’s default location. |
| 3 | Provider Type* |
Select a provider type to focus your report on the treatment provider type of the code. You can choose between Dentist, Hygienist, in-house, or All. *By default, All is selected |
| 4 | Provider | Select a provider(s) to focus the report on procedure codes with the selected provider(s) as the treatment provider. |
| 5 | Status Last Changed To | Select statuses to focus your report-based procedure codes that last had the selected status(es) within the selected date range. |
| 6 | Current Status | Select statuses to focus your report based on procedure codes with the selected status(es) as the current status. |
| 7 | Scheduled Status* |
Select a status to focus your report based on procedure codes that are scheduled (linked) or unscheduled to an appointment. *By default, All is selected. |
| 8 | CDT Category | Select CDT Categories to focus your report on procedure codes belonging to the selected categories. |
| 9 | Code | Select codes to focus your report based on the selected procedure codes. |
| 10 | Auth Status | Select an Authorization status to focus the report on. |
| 11 | Patient Flag | Choose to focus the report based on the patients with the selected patient flags. |
| 12 | Patient | Choose to focus the report based on the selected patients |
| 13 | UCR* |
Specify whether to generate data based on procedure codes that have a UCR fee "less than", "greater than", "equal to" (or so on) your specified dollar amount. *By default, greater than or equal to $0 is selected. |
| 14 | Total Est.* |
Specify whether to generate data based on procedure codes with a total estimated production of "less than", "greater than", "equal to" (or so on) your specified dollar amount (including both patient and insurance amounts). *By default, greater than or equal to $0 is selected. |
| 15 | Columns* |
Choose the column that you wish to see in this report. *By default, all the columns will be selected. |
| 16 | Exclude Inactive/Duplicate Patients | Select this option to exclude Inactive and duplicate patients from the report. |
| 17 | Only show Codes charged above UCR | Select this option to focus the report only on codes that have been charged above UCR. |
Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.
Generation/Download Criteria
- Due to data volume, reports with more than 5 Treatment Locations or a date range exceeding 1 Month will not be generated on-screen.
- Reports meeting these criteria will be accessible in the Scheduled Downloads section.
Result - Detail View
Now, let us take a look at the results of the Procedures Report (Detail View).
- Patient Name: The name of the patient.
- Patient ID: The system-assigned number used to identify the patient and their records. On clicking on the Patient ID, the user is taken to the advanced planner page of the patient.
- Code-Description: The name and description of the procedure code.
- Tooth/Area: The tooth or area associated with the procedure.
- Surface: The specific surface of the tooth involved.
- Current Status: The current status of the procedure code.
- Status Last Changed To: The last status the procedure code was changed to within the selected time range.
- Status Change Date: The date the procedure code status was changed.
- Schedule Status: Indicates whether the procedure code is linked to an appointment (scheduled) or not linked (unscheduled).
- Provider: The short name of the treatment provider associated with the procedure code.
- Location: The short name of the location where the procedure was performed or is scheduled.
- Appt. Date: The date of the linked appointment, if the procedure is linked to an appointment.
- UCR Fee: The office’s standard fee for the procedure code is based on your practice settings.
- Est. Pat: The estimated patient receivable for the procedure.
- Est. Ins: The estimated insurance receivable for the procedure.
- Est. Fee: The estimated total production for this procedure code.
- Auth Status: The status of the pre-authorization associated with this code.
Click on the blue-colored entries to view more information on the corresponding entry.
If users in your practice cannot use this report, please ensure that the relevant permissions are enabled.
To enable Permissions for the Procedures Report:
- Navigate to the System Menu > Practice Settings > Administration > Profiles.
- Click Manage Permissions for the intended profile.
- Select Insights.
- Select the Generate Procedure Code Detail Report option under Operational Reports to enable the permission.
- Click Save.
- On the Confirm Action modal that appears, click Yes to proceed.
- A toast notification appears on the top right stating, 'Profile updated successfully'.
Practices can use this comprehensive guide to efficiently generate reports, explore various use cases, and apply the necessary filter criteria to generate the desired report. Following this guide will help you create reports quickly, understand the different views available, and customize reports to meet specific needs.
Click here to explore the complete list of permissions and their descriptions.