Treatment Plans Report:

1. displays the Treatment Plans of patients so that user could follow up with them.

 (Treatment Plans) report could be accessed from:

• Analytics >> Patients >> Treatment Plans.

Filtration

• Date Range
  – (From) and (To) fields enables user to select the required date range.
  – Date filtration depends on the Treatment Plan Creation Date.
  – Default Selection: Last month from today’s date.

Note: The number of days between ‘From’ date and ‘To’ date can NOT exceed 31 Days.

• Treatment Plan Status
  – Is a select list that contains all Treatment Plans statuses (Accepted, Rejected, Completed, In Progress and New) with default selection: Accepted, In Progress and New.
• Provider
  – Enables user to select the name of provider required to display his/her fees or to display the fees of all providers.
  – Default Selection: First Provider in list.

Content
Treatment Plans data are:

1. Patient Id
   – Displays the patient id whose visit is displayed.
2. Patient Name
   – Displays the patient’s name who performed the procedure.
3. Phone
   – Displays patient’s phone number.
4. Last Visit
   – Displays the patient’s last visit date and time.
5. Name
      – Displays treatment plan name as  a hyperlink that opens the patient’s chart.
6. Status
   – Displays the current Treatment plan’s status
7. #Visits
   – Displays the count of visits added in the treatment plan.
8. #Proc
   – Displays the count of procedures listed in the visits of the treatment plan.
9. Fees
   -Displays the total fees of procedures listed in the visits of the treatment plan.
10. Created On
    – Displays Date in Format DD/MM/YY & Time in Hr.:Min.:Sec. AM/PM when the treatment plan has been created. 
11. Created By
    – Displays name of user who created the treatment plan.