Add/Edit a Reporting Group

Add/Edit a Reporting Group


Reporting groups can be added to Providers, Referring Providers, Facilities, Insurances, Employers, and Procedure codes and can be added at anytime. Grouping allows for easier reporting for items that will commonly be reported together.


Add a Reporting Group


Example: Procedure Codes Reporting Group

  1. Choose Manage from the Report Group dropdown.



  1. Select Add.
  2. Enter the Code to use for this Reporting Group.
  3. Enter a Description.
  4. Save [F2].





Edit a Reporting Group

​

  1. Select Manage from the Report Group dropdown.
  2. Select the Edit icon.



Learn More


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