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Procedure Analysis Report

Run the Procedure Analysis report to obtain both statistical and graphical representation of kept appointments by procedure type for one or multiple date ranges. In addition to selecting the dates to include, you can choose to run the report for specific orthodontists or offices, and choose whether to include individual appointment details for each procedure.

Get Started

Identify Appointment Type / Procedure Types​

 - The Procedure Analysis report uses the Type settings in your Appointment Type / Procedure editor to identify which descriptions to put into which categories. See "Appointment Type / Procedure Editor" for details.

Kept Appointments Required - Only appointments that have been processed as Kept will be included in the report.

Run This Report

  1. Open the Report​

    • Home ribbon bar > Reporting section > Reporting > Appointment > Procedure Analysis > Run. (You can also use the Search field to find the report you want to work with.) You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.

  2. Report Settings​

    • Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which patients are included in the report. (If the settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

    Report type - Select to review the data for an individual range of dates, or to compare the data from two sets of dates.

    Include Report Detail - Enable this option to include the individual appointments used to calculate the results.

    Date Range or Smart Date - Enter the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the calendar icon to select a date. You can also enable a Smart Date option to automatically calculate the dates for you. When a Smart Date is enabled, any dates you enter manually are ignored. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not today, this date will be different than the run date that appears in the report header.

    Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

    Orthodontist / Doctor - Choose to include only the records for a specific orthodontist / doctor, or include the records for all orthodontists in your practice.

  3. Subgroup - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, the report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results. See "Subgroup Editor" for details.about creating subgroups.

  4. View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but continue with the printing options.

  5. Manage Options and Output - With the results on your screen, you can choose the output with the toolbar at the top of the report window. See "Report Output Options" for details.

More Information

Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, that information appears just under the report title so you know which criteria was used to generate the results.

Open the Patient Folder / Responsible Party Record​

While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.