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.
-
Click the navigation menu > Location Setup > Items page
-
Record toolbar > Procedures Classifications
- Classification: Select the relevant report to setup groups for
- Groups section, click ADD
- Enter Group Name
- Enter Group Label
-
In the Procedures section, click ADD NEW
-
Select items related to this group (Hold Ctrl key if more than 1 item is selected)
-
Click OK
-
-
Repeat to add more Groups to different reports, or click EXIT
Comments
Article is closed for comments.