Tuesday, November 22, 2016

Checking Up on Your Treatment Planning Success Rate

It's no big secret that a dental practice's success hinges on its ability to diagnose, schedule, and complete treatment. With that in mind, it's important to be able to dig deep and discover how many of your treatment-planned procedures are actually being completed. Generating a Treatment Plan Statistics Analysis Report is a great place to start.

To generate the reports:
  1. In the Office Manager select Reports > Management > Treatment Plan Statistics Analysis.
  2. There are four different analysis reports you can generate. In the Treatment Plan Statistics Analysis Reports group box choose from the following options by checking the corresponding box(es):
    Note: You can check more than one box to generate multiple reports at once. Each report checked appears as a single line item in the Batch Processor. Also, the report option(s) you check determine whether other filtering choices are available within the dialog box.


    • Tx Planned - This report option provides an overview of treatment plans by provider, procedure, or procedure category. Additionally, you can select to include All Procedures, Only Unscheduled Procedures or Only Unscheduled Procedures for Appts Dated (entering procedure dates in the From and To fields for this option).
    • Completed Procedures - This report option displays the number and value of treatment completed during a selected date range.
    • Comparison for Completed Procedures - The report option allows you to compare the total number of treatment plans vs. the number of completed treatment plans.
    • Treatment Plan Summary - This report option provides you with an accurate picture of how much potential revenue there is in uncompleted treatment plans.
  3. Based on the report option(s) selected above, make filtering choices in the remaining group boxes:
    • Treatment Plan Date Range - Type a date range for the treatment-planned procedures.
    • Completed Procedure Date Range - This option is only available if you checked the Completed Procedures report option in step 2. Enter a date range for the completed procedures.
    • Procedure Code Range - Select the range of procedures you want to include.
    • Select Billing Type - Select the billing types you want to include.
    • Select Provider(s) - Select the provider(s) you want to include.
  4. Select one of the following report format options:
    • By Provider - Lists only the combined procedure information for each provider selected.
    • By Procedure - Lists all applicable procedures with information for each.
    • By Category - Lists all applicable procedure categories with the combined procedure information for all procedures within each category.
  5. If you do NOT want any procedures with a zero amount to be included in the report, check Skip Procedures with $0.00 Amounts.
  6. To save your settings for the next time you generate the report, check Save as Default.
  7. Click OK to send the report(s) to the Batch Processor.
For additional information about how to interpret these reports once they are printed, log in to the Dentrix Resource Center and under the Documents tab, look for the Reports Reference link. Within the Reports Reference PDF, view the following pages:
  • Treatment Plan Statistics Analysis: Tx Planned Report (pg. 332)
  • Treatment Plan Statistics Analysis: Completed Procedures (pg. 328)
  • Treatment Plan Statistics Analysis: Comparison for Completed Procedures (pg. 326)
  • Treatment Plan Statistics Analysis: Treatment Plan Summary (pg. 330)

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