The Unscheduled Treatment Plans Report displays treatment-planned procedures that are not attached to a scheduled appointment. You can view the report in one of two formats:
Unscheduled Treatment Plans (Detailed) Report.
Unscheduled Treatment Plans (Condensed) Report.
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Why: |
To ensure that the practice follows up on treatment plans |
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When: |
Weekly |
Note: Generating a report in Office Manager requires the "Reports" security right. Viewing or printing a report in the Batch Processor requires the "Batch Processor, Print/Display Reports" security right.
To generate the Unscheduled Treatment Plans Report
In Office Manager, on the Reports menu, point to Lists, and then click Unscheduled Treatment Plan List.
Notes:
Whether the list reports appear on the menu or not is determined by a setting.
Also, this option is available only if your user account has been granted the "Reports" security right.
The Unscheduled Treatment Plans dialog box appears.
Set up the following options:
Report Date - By default, today's date appears in the box, but you can enter a different date. The specified date appears at the top of the report.
Select Patient - The patients to include on the report. To specify patients, do one of the following:
To include all referred patients, leave <ALL> entered for both From and To.
To include a specific range of referred patients, enter or select the starting patient (alphabetically by last name) of the range for From and the ending patient of the range for To.
To include a specific referred patient, enter or select the same patient for From and To.
To include an open-ended range of referred patients, enter or select a patient for either From or To, and leave <ALL> entered for the other option.
To select a referred patient for From or To, do the following:
Click the corresponding search button 
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The Select Patient dialog box appears.
In the Enter Last Name box, enter the last name of a patient.
Note: For information about all the search options that are available in the Select Patient dialog box, refer to the topic about selecting a patient.
Do one of the following:
Double-click the correct patient in the list of results.
Select the correct patient in the list of results, and then click OK.
Select Provider: - The providers to include on the report.
Select one of the following options:
Prov1 from Family File - To include the preferred providers of patients (Prov1 from Family File).
Treatment Planned Provider - To include providers that are assigned to treatment-planned procedures.
To specify providers, do one of the following:
To include all providers, leave <ALL> entered for both From and To.
To include a specific range of providers, enter or select the starting provider (numerically by ID) of the range for From and the ending provider of the range for To.
To include a specific provider, enter or select the same provider for From and To.
To include an open-ended range of providers, enter or select a provider for either From or To, and leave <ALL> entered for the other option.
To select a provider for From or To, 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.
Select Date Range - Only treatment-planned procedures within the specified date range may be included on the report. By default, today's date appears in both boxes. To specify a date range, do one of the following:
To include a specific date (other than today), enter the same date for both From and To.
To include a specific date range, enter the starting date of the range for From and the ending date of the range for To.
Exclude Referred TO Procedures - To exclude procedures with outbound referrals attached to them.
Exclude Referred BY Procedures - To exclude procedures with inbound referrals attached to them.
Exclude Non-Referred Procedures - To exclude procedures without outbound or inbound referrals attached to them.
Select Report Types - Which report formats to generate. Select or clear any of the following checkboxes (but at least one checkbox must be selected):
Detailed Report - To generate a report that includes treatment-planned procedures for each patient.
Condensed Report - To generate a report that does not include procedures but does include the total dollar amount of the treatment-planned procedures for each patient.
Click OK to send the report to the Batch Processor.
Preview and then print the report, or print the report without previewing it.
Unscheduled Treatment Plans (Detailed) Report
Important information this report provides
For each patient, the following information appears:
Appt:
If the patient has a scheduled appointment for other treatment, an "S" appears.
If the patient has an appointment that has been broken (and not rescheduled) or placed on the wait/will call list, a "U" appears.
Treatment Plan Details - The patient's name, phone number, and treatment-planned procedures.
Insurance Information - The insurance carrier, renewal month, benefits remaining, and treatment plan total.
The following total appears:
Unscheduled Treatment Plans Total - The combined total of the fees from the treatment-planned procedures for all patients.
Unscheduled Treatment Plans (Condensed) Report
Important information this report provides
For each patient, the following information appears:
Appt:
If the patient has a scheduled appointment for other treatment, an "S" appears.
If the patient has an appointment that has been broken (and not rescheduled) or placed on the wait/will call list, a "U" appears.
Treatment Plan Details - The patient's name, phone number, and treatment plan amount.
The following total appears:
Unscheduled Treatment Plans Total - The combined total of the fees from the treatment-planned procedures for all patients.
