Add/Modify a Reporting Group

Add/Modify 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.


Alert
If a Reporting Group Field is grayed out, the database is linked to a Master Library and must be managed there.


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

Use Reporting Groups






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