Treatment Plan Status Report

A report detailing the current status of Treatment Plans. 

Run the Report

1. Go to Location Management > Reports tab

2. Open Treatment Plan Status report

   1. Date: Select the date range to base this report on

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

   3. Plan Status: Tick which to include in the report

      1. None: Includes plans with no status

      2. Presented: Includes plans marked as presented

      3. Accepted: Includes plans marked as accepted

      4. Rejected: Includes plans marked as rejected

      5. Complete: Includes plans marked as completed

   4. Plans to Show: Select which plans to include

      1. Show all Plans: Active and Inactive will be included

      2. Show only Active Plans

      3. Show only Inactive Plans

   5. Show Details: Tick to show full details for each plan

   6. Grouping: Select how to group the plans

      1. Group by Provider

      2. Group by Plan Status

   7. Providers: Select the Provider(s) to include in the report

   8. Show inactive Providers as well: Tick to include inactive Providers

   9. Click OK
      
      

Report Details