Tuesday, February 18, 2014

Generating the Practice Treatment Case Report

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. The Practice Treatment Case Report dialog box appears.
  2. From the following group boxes, select the information that you want included in the Practice Treatment Case Report.
    1. Select Patient - If you want to limit the report to specific patients, use the search buttons to select a range of patients. To include all patients, leave the range set to <ALL>.
    2. Procedure Code Date Range -If you want to limit the report to include only procedure codes posted within a specific date range, use the drop-down lists to select the appropriate From and To dates. To leave the dates open-ended, select All Dates. Select Entry Date or Procedure Date.
    3. Case Fee Expiration Date Range - If you want to limit the report to include only treatment plans that expire within a specific date range, use the drop-down lists to select the appropriate From and To dates. To leave the dates open-ended, select All Dates.
    4. Select Provider - If you want to limit the report to certain providers, use the search buttons to select a range of providers, or to include all providers, leave the range set to <ALL>.
    5. Select Billing Type - If you want to limit the report to specific billing types, use the search buttons to enter a range of billing types, or to include all billing types,  leave the range set to <ALL>.
    6. Report Options - Check one or more of the options to include on the report:
    7. Include Cases With - Select the case statuses that you want to include. Or, check All to include all statuses. Select the case sensitivities you want to include, or check All to include all sensitivities. 
    8. Patient Privacy - Select one or more of the options.
  3. To save your custom report settings, check Save as Default.
  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 patient treatment case reports" topic in the Dentrix Help files.

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