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Analysis codes

Analysis codes are used to group procedures and transactions together into general categories and are useful to determine where the practice is making money. These codes are also used by the itemised billing program to determine the make-up of the bill.

For example: you may have 4 procedures relating to a broken left leg. These procedures could be given the same analysis code. Similarly all feline vaccination and canine vaccinations could be grouped together, allowing you to compare income from each category of vaccination.

Additionally, each code can be associated with a colour event - so that when an analysis code appears as part of a clinical line, the whole line is displayed in a different colour. This can be used to help you get a quick overview of the contents of a client's clinical record. To learn how to assign colour events to analysis codes (plus status codes and clinical lines) see Customisation.

Note: If you do not have permission to access the Analysis code setup you can get a listsing of all coddes if you are using the new style menus via the Maintenance option under Fees and Stock.

Sample sets of codes:

Mixed Practice
Small Animal Practice

It is advisable to group all similar analysis codes together e.g.

Vaccination codes 51 - 70
Dental work codes 81 - 85
Radiology codes 91 - 100
Dairy cattle codes 111 - 115
Pig work codes 121 - 130
The codes need not run sequentially and gaps should be left to add similar codes that may be needed in the future.

Using an option on the A.P. Utilities Menu you can log how long the staff are spending with animals by analysis category.

See also:
Tidy Up Records for a method of globally changing analysis codes.


System Analysis Codes

Codes above 200 are used by the system. You should not use these codes when you are defining your own codes for the practice:

CodeDescription
210 Graphics Image
211 Lifelearn Handout sent
212 Loyalty Points
213 Class Adjustment
214 Diagnostic Code
215 Batch Numbers
228 Estimate
229 Weight
230 Will itemise the work in the VAT book
231 Used to enter 'balances forward' (VAT = 0)
232 Automatic pricing comment ('...)
233 Kennel booking
234 Invoice printed
235 Missed appointment
237 - 245 Stock
246 Bad Debt Write off
247 VAT corrections
248 Archive record pointer
249 Automatic pricing codes with no analysis code
250 Manually entered note with no analysis code
251 User defined file entry
252 Discount entries
253 Surcharge amounts
254 Stock items
255 Payments

Edit analysis codes

Analysis codes are added and edited from an option on the

{Classic} Automatic Pricing -> Utilities
{New Style} Pricing -> Utilities -> Analysis Codes
menu.

From here you can change or add a description relating to an analysis code.

When this option is selected the screen will display the 1st 32 analysis codes - with the prompt line allowing you to display the next section or edit one of the displayed codes.

You can assign each analysis code a Colour Event which will cause any line with this code to be displayed in a different colour. This is explained in the colour event section.

Each Analysis code can also be set up to generate loyalty points if that scheme is in use.

Print / Display

These options print or display the codes currently on file.

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