When a Treatment Plan has been marked as Accepted, it will total on this report.
Run the Report
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Go to Location Management > Reports tab
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Open Treatment Plan Acceptance Report
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Financial Year: Select to base on a Financial Year, and enter the year
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Calendar Year: Select to base on a Calendar Year, and enter the year
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Location: Select the location or <Any Location> if applicable
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Breakdown by Provider: Tick to break the report by Provider, when multiple are selected
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Providers: Select the Provider(s) to base the report on
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Show Inactive Providers: Tick to include inactive Providers
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Click OK
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Report Details
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Acceptance Rate |
The percentage of accepted treatment plans in that month |
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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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