Export Treatment Done Report

    The Treatment Done Report allows information to be exported to an external text file and can be opened in a spreadsheet (Excel).

Export the Export

1. In the report preview window, click Export
   
   

2. Select a location to save the file (eg Desktop)

3. Select HTML from the Save as Type droplist

4. Enter a filename

5. Click Save                                                                                                                 

Export Details

The names of the exported fields are not shown, so listed below are each of the fields so they can be matched and added to the spreadsheet manually.

1. Treatment date

2. Item

3. Times

4. Account ID (if exists; otherwise – EMPTY string)

5. Fee per item according to the Practice Fees

6. Fee per item according to appropriate Insurance Plan rebate (if the patient has Insurance Plan; otherwise – ZERO)

7. Discount as %

8. Practice Fee Level ID

9. Insurance Plan Series

10. Insurance Plan Number

11. Insurance Company

12. State code

13. Patient’s Card No

14. Surname

15. First Name

16. Middle Name

17. Sex

18. Address

19. DOB

20. Contract Number

21. Patient category

22. Provider code

23. Assistant code