Practice Analytics: Treatment Plans Dashboard

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The Treatment Plans dashboard has multiple sub-tabs showing a range of data. The user can filter the data based on their preferences.

Viewing the Dashboard

  1. Click Treatment Plans Dashboard

  2. Enter filters preferences

    1. Period: Select the period to base this dashboard on

    2. Location: Select the location or <All> to base this dashboard on, if applicable

    3. Provider: Select the Provider(s) or <All> to include in the dashboard

    4. Active: Tick to show only Active providers

    5. Click Apply

 

Treatment Plans

The Treatment Plans sub-tab displays data in graph format, showing the number and value of Treatment Plans for the selected filter period.

All Presented

The number of Treatment Plans created during the selected period.

Rejected

The number of Treatment Plans rejected during the selected period.

Accepted

The number of Treatment Plans accepted during the selected period.

 

Incomplete Treatment Plans

The Incomplete Treatment Plans sub-tab displays data in graph format, showing the percentage of payments for the selected filter period.

Active

Amount and percentage of active Treatment Plans

Inactive

Amount and percentage of inactive Treatment Plans

 

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