Product/Procedure Report: Summary Tab

The Product/Procedure Report will show you what CPT/HCPCS/Custom codes have been billed throughout your practice and detailed patient information if you need to dig deeper.  Offices use this report to identify their office's most-used procedures and custom codes.

1. The Product/Procedure Report can be found by navigating to Billing > Product/Procedure.
   
   
   
2. The three horizontal dots on the top right of the page will allow you to maximize the report on your screen as a presentation and schedule (or edit) the report to run on a preset schedule.
   
   
   
   
3. There are several options available to run the report.  They include:
   1. Filter Date - Single Date or Date Range
   2. Date Type - Date of Service or Procedure Posted Date
   3. Billing Code - Select a single, multiple, or all Billing Codes
   4. Office Name - Select a single, multiple, or all offices associated with the account
   5. Provider Name - Select a single, multiple, or all providers
   6. Primary Insurer Name- Select a single, multiple, or all insurances
   7. Secondary Insurer Name - Select a single, multiple, or all insurances
4. The Data Freshness date/time stamp will appear on the top left center side of the report, just to the right of the report name.
5. The report will generate and include columns including Total Units Billed, Total Dollar Amount Billed, Charge per Item, Total Insurance Payments Received, Total Insurance Payments Received, Insurance Payment per Item, Total Patient Payments Received, Patient Payment per Item, Total Adjustments, and Adjustments per Item.
   
   
6. On the right side of the screen, the three horizontal dots will allow you to drill down into underlying data, download the information, or maximize it on your screen as a presentation.