Procedures Tracking Report:

1. displays branch name where the procedures become completed so that user could accurately follow up his work and financials.

 (Procedures Tracking) report could be accessed from:

• Analytics >> Financials >> Procedures Tracking.

Filtration

• Date Range
  – (From) and (To) fields enables user to select the required date range.
  – Date filtration depends on the Adjustment Date.
  – Default Selection: Today’s Date.

Note: The number of days between ‘From’ date and ‘To’ date can NOT exceed 31 Days.

• Branch Based
  – Is a drop down list that contains (Completed At, Started At and Created At) with default selection: Completed At.

Content
Procedures Tracking data are sections into 2 sections:

• Total: displays the total fees of procedures.
• Grid: Contains the following

1. 1. Patient ID
      – Displays the patient’s ID.
   2. Patient Name
      – Displays the patient’s name.
   3. Provider Name
      – Displays the provider’s name who performed the procedure.
   4. Procedure
      – Displays the procedure’s name.
   5. Tooth #
      – Displays the tooth number on which the procedure has performed.
   6. Created On
      – Displays the date & time when the procedure has been created.
   7. Created At
      – Displays the branch at which the procedure has been created.
   8. Started On
      – Displays the date & time when the procedure has started.
   9. Completed On
      – Displays the date & time when the procedure becomes completed.
   10. Completed At
       – Displays the branch at which the procedure has been completed.
   11. Status
       – Displays the current status of procedure.
   12. Fees
       – Displays the fees of procedure.