CPT Stat Report


CPT Stat Report

The CPT STAT Report will give you information on CPT codes used in your CoAction Database. 

This report will show you by CPT code: the frequency or units, total amounts, tax, total amount collected.

It can be used to grab data for ALL or Specific CPT codes.

CoAction does not supply an inventory management feature currently. Clinics can use this report for inventory monitoring as it will provide details on the number of supplements sold in a time frame, so you can cross reference with the number you started with.


To Run the CPT Stat Report

Under Reports

CPT Stat



  1. Clinic - Choose All Clinics or select a specific one
  2. CPT Code-you can Leave Blank or enter a specific CPT code.

For Example: you may only want stats on your supplements sold. So, you would enter code A9150

  1. Scheduled/Rendering Provider- you can select ALL Providers or a Specific Provider
  2. Date Range- You can select any of these in the drop-down menu: Range of Days, Day, Week, Month, Quarter, Year or Everything before today
  3. Payer - select All Payers or a specific one, you also can hold down the CTRL key and you can select multiple payers
  4. Case Classification - select either ALL Classifications, Barter, Cash, Medical Insurance or Medicare
  5. Select Next


Here is an example of the Report:

Displays filters applied in the previous screen at the top

Shows the CPT code, Description of the CPT code, Freq/Units, Contracted Amount, Total Amount, Tax applied and the collected amount.

Frequency= Number of times code was applied to an appointment/Patient Ledger

(The Frequency number may be lower than the units presented)

Units- Number of units (Selected in the Price List) for each code, multiplied by the frequency.

For Example: A Patient Comes into the clinic to buy 2 Daily Vitamins. Because you cannot add in the same CPT code to the Patients Appointment or OTC area of CoAction more than once, you would apply the CPT code button once and then adjust the number of units sold to 2 because the patient purchased 2.

On the CPT stat Report, it will display as 1/2 Indicating that there was a frequency of 1 but a total of 2 units sold.

Then if another patient comes in to buy 1 daily vitamin, it would say 2/3 and so on.


To Download/Print a Report

All reports will display a toolbar at the top of the page when generated.

You will be able to Print and Export the document. You will see the Red Circle is highlighting the Print button and the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word. 




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