Treatment Plan Acceptance Report


When a Treatment Plan has been marked as Accepted, it will total on this report. 

Run the Report

  1. Go to Location Management > Reports tab

  2. Open Treatment Plan Acceptance Report

    1. Financial Year: Select to base on a Financial Year, and enter the year 

    2. Calendar Year: Select to base on a Calendar Year, and enter the year

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

    4. Breakdown by Provider: Tick to break the report by Provider, when multiple are selected

    5. Providers: Select the Provider(s) to base the report on

    6. Show Inactive Providers: Tick to include inactive Providers

    7. Click OK


Report Details

Acceptance Rate

The percentage of accepted treatment plans in that month

Total Plans Presented

The number of new treatment plans in the month. Treatment plans that were not marked as Presented but then marked as Accepted will be counted here too.


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