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:

  • Fee Level Financial Analysis

  • Insurance Funds Financial Analysis

  • KPI-01 Report (This report coming soon to D4Web)

  • Procedures Done by Providers (This report coming soon to D4Web)

The steps to setup are the same for each report. 

  1. Click the navigation menu > Location Setup > Items page

  2. Record toolbar > Procedures Classifications

    1. Classification: Select the relevant report to setup groups for
    2. Groups section, click ADD
    3. Enter Group Name
    4. Enter Group Label
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  3. In the Procedures section, click ADD NEW

    1. Select items related to this group (Hold Ctrl key if more than 1 item is selected)

    2. Click OKmceclip1.png

  4. Repeat to add more Groups to different reports, or click EXIT

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