A report detailing the current status of Treatment Plans.
Run the Report
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Go to Location Management > Reports tab
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Open Treatment Plan Status report
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Date: Select the date range to base this report on
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Location: Select the location or <All Locations> if applicable
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Plan Status: Tick which to include in the report
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Plans to Show: Select which plans to include
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Show all Plans: Active and Inactive will be included
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Show only Active Plans
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Show only Inactive Plans
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Show Details: Tick to show full details for each plan
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Grouping: Select how to group the plans
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Group by Provider
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Group by Plan Status
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Providers: Select the Provider(s) to include in the report
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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
Created Date |
The date the treatment plan was created. |
Last Updated Date |
The last time the treatment plan was edited. |
Prv |
The Provider assigned to the treatment plan. |
Patient |
The patient associated with the treatment plan. |
Plan Value |
The total value of the treatment plan. |
Outstanding Value |
The total amount of incomplete items. |
Percentage Completed |
The percentage of the treatment plan that is completed. |
Active Plan |
Y: Treatment plan is marked as active N: Treatment plan is marked as inactive |
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