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
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Go to Location Management > Reports tab
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Open No Quote/Planned Treatment Performed
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Date: Select the period to base this report on
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Location: Select the location or <Any Location > if applicable
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Providers: Select the Provider(s) to include
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Show inactive providers as well: Tick to include inactive Providers
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Click OK
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Report Details
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Date |
The date of the item. |
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Patient Name |
The patient the item is attached to. |
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Patient ID |
The Card Number of the patient. |
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Treatment Items |
The item attached to the patient which should have been Treatment Planned. |
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