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Practice Treatment Case Report

You can print the Practice Treatment Case Report and customize the data that appears on the report.

To print the Practice Treatment Case Report

1.   In the Treatment Planner, on the File menu, point to Print, and then click Practice Treatment Case.

The Practice Treatment Case Report dialog box appears.

2.   Set up or change the following options:

·        Select Patient

To select a patient or range of patients with treatment-planned procedures within the range to include on the report, click the From and To search buttons to select a patient or the first and last patient in the range of patients. You can also type names or partial last names (for example, From "a" To "c") in the fields.

OR

To have an open-ended range, click the From or To search button , select a beginning or ending patient, and leave "<ALL>" entered for the other option (From or To, whichever is to be the open end of the patient range)

OR

To include all patients, leave From "<ALL>" To "<ALL>" entered.

·        Procedure Code Date Range

·        To specify a date or date range of treatment-planned procedures posted in the range to include on the report, select the top From and To options, and then type (in a mm/ddd/yyyy format) or select a date for both options.

·        To have an open-ended date range, select the top option for either From or To, type or select a date, and leave All Dates selected for the other option (From or To, whichever is to be the open end of the date range).

·        To include all dates, select All Dates for From and To.

Also, select whether you want to include procedures by Entry Date or Procedure Date.

·        Case Fee Expiration Date Range

·        To specify a date or date range of cases with an expiration date within the range to include on the report, select the top From and To options, and then type (in a mm/dd/yyyy format) or select a date for both options.

·        To have an open-ended date range, select the top option for either From or To, type or select a date, and leave All Dates selected for the other option (From or To, whichever is to be the open end of the date range).

·        To include all dates, select All Dates for From and To.

·        Select Provider

·        To select a provider or range of providers for the patient's treatment-planned procedures to include on the report, click the From and To search buttons to select a provider or the first and last provider in the range of providers.

·        To have an open-ended range, click the From or To search button , select a beginning or ending provider, and leave "<ALL>" entered for the other option (From or To, whichever is to be the open end of the provider range)

·        To include all providers, leave From "<ALL>" To "<ALL>" entered.

·        Select Billing Type

·        To select a billing type or range of billing types of patients with treatment-planned procedures to include on the report, click the From and To search buttons to select a billing type or the first and last billing type in the range of billing types.

·        To have an open-ended range, click the From or To search button , select a beginning or ending billing type, and leave "<ALL>" entered for the other option (From or To, whichever is to be the open end of the billing type range)

·        To include all billing types, leave From "<ALL>" To "<ALL>" entered.

·        Report Options - Select the options that correspond to the information you want to include: Print Condensed Report, Print Subtotals by Visit, Include Finance Status, Include Procedures for Treatment Case, Use Patient-Friendly Descriptions (if the Include Procedures for Treatment Case option is selected), Use Dental Plan Maximums and Deductibles, Exclude Completed Procedures from Case, and Include Case Status History.

·        Include Cases With - Select the Case Status(es) you want to include, or select All to include all statuses. Also, select the Case Severity(ies) you want to include, or select All to include all severity levels.

·        Patient Privacy - Select the options that correspond to the patient information you want to exclude: Hide Patient SSN, Hide Patient Chart Number, and Hide Patient Birthday.

3.   If you want to save the current report settings for the next time you open the Practice Treatment Case Report dialog box, select Save as Default.

4.   If you want to preview the report before printing, select Print Preview.

5.   Click OK to print or preview the report.