No Quote/Planned Treatment Performed Report


The No Quote/Planned Treatment Performed report will show all patients that had items entered into Treatment that were not transferred from a Treatment Plan.

Run Report

  1. Go to Location Management > Reports tab

  2. Open No Quote/Planned Treatment Performed

    1. Date: Select the period to base this report on

    2. Location: Select the location or <Any Location > if applicable

    3. Providers: Select the Provider(s) to include

    4. Show inactive providers as well: Tick to include inactive Providers

    5. Click OK                                                                                                   



Report Details


The date of the item.

Patient Name

The patient the item is attached to.

Patient ID

The Card Number of the patient.

Treatment Items

The item attached to the patient which should have been Treatment Planned.

0 out of 0 found this helpful



Article is closed for comments.