Configuring OrthoTrac > Setting Up the Daysheet > Monitors

Procedure Monitors

Procedure monitors track procedure codes in up to eight different categories when you print the daysheet. Suggested headings for the monitors are supplied, but there are no preset procedures. Customize the headings for your practice.

To set up procedure monitors:

1. Select Functions > Maintenance/Set-up > Daysheet Setup from the menu bar.

2. In the Daysheet Setup window, click Monitors. The Daysheet Setup Window – Monitors Tab is displayed.

3. In the Monitor Type section, select Procedure Monitors. The Daysheet Setup Window — Monitors Tab is displayed with the Procedure Monitors view.

4. In the Procedure Monitors section, select a monitor. The procedures tracked by the monitor are displayed in the Selected Procedure(s) section.

5. At the bottom of the Procedure Monitors section, select one or all of the available options.

   • Count — Number of transactions.

   • Amount — Dollar amount. Select one of these options:

   • Total Balance — Total, or expected, production

   • Current Balance — Actual, or charged, production

6. In the Selected Procedure(s) section, add the transactions you want to include in the monitor from the Available Procedure(s) list. To add a transaction, double-click it or select it and click the left arrow. The Daysheet Setup dialog box is displayed.

To rebuild the history for the monitor, click Yes. The transaction moves to the Selected Procedure(s) section and is included in the selected daysheet monitor.

In the Selected Procedure(s) section, remove the transactions you do not want to include in the monitor. To remove a transaction, double-click it or select it and click the right arrow. The Daysheet Setup dialog box is displayed. To rebuild the history for the monitor, click Yes. The transaction moves to the Available Procedure(s) section.

7. After making changes to the monitor, click Save.

8. Do not click the Update button unless directed to do so by a support representative, or if you are at the end of a fiscal period. Some changes made with the Update function can make it difficult to compare future report totals with those of past reports.

8. To print the monitor, click Print. The Print Monitors window is displayed. Accept the default of Print Current Monitor, or select Print All Monitors, and click OK.

9. To rename a procedure monitor, double-click the description on the left side of the window, type a new description, and press Enter.

Related Topics

Monitors

Daysheet Monitors