Patient Treatment Case Report

The Patient Treatment Case Report displays treatment plan cases for a specific patient within specific procedure and case expiration dates. The report may also include items, such as patient and family account balances and dental insurance plan maximums and deductibles.

Note: Printing the Patient Treatment Case Report requires the "Print Treatment Plans" security right.

To print the Patient Treatment Case Report

In Treatment Planner, in the Treatment Plan Case Setup section on the Navigation panel, select a case.

Do one of the following:

On the Treatment Plan Case Setup section's toolbar, click the Print button to view a menu, and then click Patient Treatment Case Report.

On the Treatment Planner Module toolbar, click the Print button to view a menu, and then click Patient Treatment Case Report.

On the File menu, point to Print, and then click Patient Treatment Case Report.

If applicable, do one of the following:

If the Password - Print Treatment Plans dialog box appears, user verification has been assigned to the "Print Treatment Plans" task. Do one of the following:

If your user account has been granted the "Print Treatment Plans" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "Print Treatment Plans" security right, have a user with permission temporarily override this restriction so you can generate the Patient Treatment Case Report this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Print Treatment Plans" security right. To have a user with permission temporarily override this restriction so you can generate the Patient Treatment Case Report this one time, do the following:

On the message, click Yes.

In the Password - Print Treatment Plans dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

The Patient Treatment Case Report dialog box appears.

Set up the following options:

Procedure Code Date Range - To filter the report by the dates of planned procedures, do one of the following:

To include planned procedures with any date, select the All Dates option (lower option) for both From and To.

To include planned procedures with a specific date, do the following:

For From, select the date option (upper option), and then enter or select the same date as for To.

For To, select the date option (upper option), and then enter or select the same date as for From.

To include planned procedures with dates that are within a specific range of dates, do the following:

For From, select the date option (upper option), and then enter or select the starting date of the range.

For To, select the date option (upper option), and then enter or select the ending date of the range.

To include planned procedures with dates that are within an open-ended range of dates, do the following:

For From or To, select the date option (upper option), and then enter or select a date.

For the other option (From or To), select the All Dates option.

To specify a date for From and To, do one of the following:

Enter the correct date in a mm/dd/yyyy format.

To select a date, do the following:

Click the down-pointing arrow to view a month calendar.

Navigate to the correct month using the left and right arrows.

Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.

Click the correct day.

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

Case Fee Expiration Date Range - To filter the report by the expiration dates of cases, do one of the following:

To include all expiration dates, select the All Dates option (lower option) for both From and To.

To include a specific expiration date, do the following:

For From, select the date option (upper option), and then enter or select the same date as for To.

For To, select the date option (upper option), and then enter or select the same date as for From.

To include a specific range of expiration dates, do the following:

For From, select the date option (upper option), and then enter or select the starting date of the range.

For To, select the date option (upper option), and then enter or select the ending date of the range.

To include an open-ended range of expiration dates, do the following:

For From or To, select the date option (upper option), and then enter or select a date.

For the other option (From or To), select the All Dates option.

To specify a date for From and To, do one of the following:

Enter the correct date in a mm/dd/yyyy format.

To select a date, do the following:

Click the down-pointing arrow to view a month calendar.

Navigate to the correct month using the left and right arrows.

Note: To quickly change the year and month, click the month-year at the top of the calendar, navigate to the correct year using the left and right arrows, and then click the correct month.

Click the correct day.

Select Provider - To filter the report by the providers that are associated with planned procedures, do one of the following:

To include all providers, enter <ALL> for both From and To.

To include a specific provider, enter or select the same provider for both From and To.

To include a specific range of providers, enter or select the starting provider of the range (alphabetically by provider ID) for From and the ending provider of the range for To.

To include and open-ended range of providers, enter or select a provider for From or To, and enter <ALL> for the other option.

To specify a provider for From or To, do one of the following:

In the corresponding box, enter a provider ID.

To select a provider, do the following:

Click the corresponding search button .

The Select Provider dialog box appears.

Either leave the ID and Last Name boxes empty to get a list of all providers, or enter all or part of a provider's ID or last name in the ID or Last Name box, respectively, to search for a provider.

Under Search By, select one of the following options: This Clinic, to search for the provider in the clinic that you are currently logged in to; All Clinics, to search for the provider in all clinics; or My Clinics, to search for the provider in the clinics to which you have been granted the "My Clinics, Select Provider " security right.

Notes:

The All Clinics option is available only if your user account has been granted the "View All Providers" security right for the Central clinic and if your user account has not been granted the "My Clinics, Select Provider" security right for the clinic that you are currently logged in to.

The My Clinics option is available only if your user account has been granted the "My Clinics, Select Provider" security right for at least one clinic and if your user account has not been granted the "View All Providers" security right for the Central clinic.

Either select the All Providers option to include providers who are associated with clinics (and who have a Log On User ID), or select the In ApptBook option to include providers who have been set up in Appointment Book.

Click the search button .

The matching primary and secondary providers appear in the list.

Select the correct provider.

Click OK.

Report Options:

Select or clear any of the following checkboxes as needed to specify which information to include and exclude: Print Subtotals by Visit, Include Finance Status, Use Patient-Friendly Descriptions (instead of the procedure code description), Exclude Completed Procedures from Case, Include Patient Balance, Include Family Balance, and/or Use Dental Plan Maximums and Deductibles (to include the amount of any deductibles applied).

Select or clear the Compare to Fee Schedule checkbox to specify whether to include a comparison of the current fee schedule to a selected fee schedule or not to include a comparison. With this checkbox selected, to select the fee schedule that you want to compare to the current fee schedule, do the following:

Click the search button .

The Select Fee Schedule dialog box appears.

To filter the list by clinic, do one of the following:

To view only the fee schedules that are associated with a specific clinic, select the desired clinic from the Show Clinic list.

To view all fee schedules whether or not they are associated with any clinic, select All from the Show Clinic list.

To search for a fee schedule, begin entering the name of a fee schedule in the search box, and continue typing as needed to narrow down the list.

Select the correct fee schedule.

Click OK.

To specify which columns to display on the report (Date, Visit, Tooth, Surface, Procedure Code, Provider, Description, Fee, Patient Portion, Primary Insurance Portion, and/or Secondary Insurance Portion), do the following:

Click Select Columns.

The Select Columns dialog box appears.

Do any of the following as needed:

To include a column, select it, and then click Show.

To include a column, select the corresponding checkbox.

To exclude a column, select it, and then click Hide.

To exclude a column, clear the corresponding checkbox.

Click OK.

Include Cases With:

Case Status - Do one of the following:

To include cases with specific statuses, select the desired statuses in the list.

To include cases with any status, select the All checkbox.

Case Severity - Do one of the following:

To include cases with specific severities, select the desired severities in the list.

To include cases with any severity, select the All checkbox.

Patient Privacy - Select or clear the following checkboxes as needed to hide or show the corresponding information: Hide Patient SSN, Hide Patient Chart Number, and Hide Patient Birthday.

To save the current state of the report options for the next time that you open the Patient Treatment Case Report dialog box, select the Save as Default checkbox.

To preview the report before printing it, select the Print Preview checkbox.

Click OK to print or preview the report.

Important information this report provides

Treatment - The treatment-planned procedures are grouped by visit. A subtotal of fees, patient portions, and insurance estimates for each visit are given.

Case Totals - The total fees, patient portions, and insurance estimates totals for all visits in the case.

Other Totals - The treatment plan total, estimated insurance portion, deductible to be applied, estimated patient portion, and patient and family account balances.

Insurance Benefits - Details of the current insurance plan maximums and deductibles for the patient are shown.