The Product/Procedure Report will show you what CPT/HCPCS/Custom and ICD-10 codes have been billed throughout your practice, along with detailed patient information if you need to dig deeper. Offices use this report to identify the most used procedures/custom/diagnosis codes within their office.
- The Product/Procedure Report can be found by navigating to Billing > Product/Procedure. Once inside the report, you will have several options available. You can enter a specific code or a date range.
If you want to know what CPT/HCPCS/Custom codes were charged for a specific date range, just leave the code field blank, select Service Date and the date range you would like, and click on the blue Update on the right.
Your information will populate like the example below. It will show the CPT/HCPCS/Custom code, along with the number of times it has been charged (Units) during the date range you selected, along with the total charges.
To see which patient appointments those codes are listed on, just click on the blue code and description. The patient information, including the patient's name, date of service, provider, and payer will populate.
The same works if you would like to see what ICD-10 codes have been used during a certain period. To pull up this information, first, press the ICD-10 tab at the top of the screen.
Once you select your date range (and specific ICD-10, if applicable), the system will provide the information you requested. To see which appointment the particular ICD-10 code is attached to, just click on the actual code or description. The patient information, along with the date of service and provider will be listed.
You can export the information in the product procedure report by pressing the gray Export button on the right. The report will be generated and available in your message center.
Here is a video that will walk you through this report.