Definition – Invoice Procedure Count by Received Date

Provides a count of procedures entered into the Patients | Registration/Billing, Invoices tab that have been received. These counts are frequently used for reporting to boards and societies. For additional information, check out Pivot Tables – Defining the Elements.

Note: Facility, Provider, Category, and Name are based on each procedure on an Invoice. They are not pulled from the invoice or the Patient Information tab.

Initial Data Set

Any procedure entered into the procedure tab where the

  • procedure date is in the date range AND
  • the procedure is not deleted AND
  • the invoice is not deleted AND
  • the patient is not deleted

Filter Selection Before Generate

  • Procedure Date Range

Default Filter

  • Category
  • Procedure Name

Optional Filters

  • Provider
  • Service Facility
  • Patient Name
  • Patient Gender

Report Results

Not by Month, just total

  • # Performed = count of procedures
  • < = 18 years = count of # Performed where patient’s age at time of procedure was 18 years or younger
  • 19 – 34 years = count of # Performed where patient’s age at time of procedure was between 19 and 34 years inclusive
  • 35 – 51 years = count of # Performed where patient’s age at time of procedure was between 35 and 51 years inclusive
  • 52 – 64 years = count of # Performed where patient’s age at time of procedure was between 52 and 64 years inclusive
  • 65+ years = count of # Performed where patient’s age at time of procedure was 65 years or older
  • Male = count of # Performed where patient’s gender is male
  • % Male = Male divided by # Performed, expressed as a percentage
  • Female = count of # Performed where patient’s gender is female
  • % Female = Female divided by # Performed, expressed as a percentage

Pivot Detail Fields

Patients | Registration / Billing, Patient Information Tab

  • Patient Name (Last, First Middle)
  • Patient DOB
  • Patient Age
  • Patient Gender

Patients | Registration/Billing, Invoices Tab

  • Category
  • Procedure Name
  • Service Facility
  • Provider