Tuesday, February 18, 2014

Generating the Practice Treatment Case Report

Updated 1/14/2019

Outstanding treatment plans can be one of the most valuable sources of revenue for your practice. It's important to track how well you are doing with case acceptance and to find outstanding treatment so you can make sure you are addressing your patients' health needs and being as profitable as possible.

The Practice Treatment Case Report shows a detailed report of all patients with treatment plans. With this report, you can see the total number of accepted and rejected cases.

To print the Practice Treatment Case Report:
  1. In the Treatment Planner, from the File menu, click Print > Practice Treatment Case Report.

  2. Select the information that you want included in the Practice Treatment Case Report.
  3. Check Save as Default to save your custom report settings
  4. To preview the report before printing, check Print Preview.
  5. Click OK to print the report.
Similarly, you can print a Patient Treatment Case Report to see a detailed report of treatment plan cases entered for a specific patient. For information on generating this report, see the Printing Practice Treatment Case Reports and Printing Patient Treatment Case Reports topics in the Dentrix Help.

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