Practice Analytics: View Treatment Plans

A table can be created in the New Patients KPI report in Practice Analytics to show the Treatment Plans created.

Run the Report  

1. Click Treatment Plans under the KPI menu
   

2. Remove current headings if not applicable by dragging and dropping to the heading list. 

3. To build this KPI table, click and drag the below headings:

   Treatment Plan Total Fee	The total value of the Treatment Plan
   Treatment Plan ID	The ID of the Treatment Plan
   Treatment Plan Type	The type of Treatment Plan (eg Completed, Incomplete, New)
   Treatment Plan Date	The date of the Treatment Plan

Filter data

Data can be filtered anywhere this icon  is found. When a filter has been applied to a heading, the filter icon will turn to blue. 

1. Click on the filter icon and select the dates you want to show 
   

2. Click OK

KPI Table Details

Drill Down

1. Click Drill Down to see more information
   
   

Views

The format of the table can be saved in a View. This means the format of the table above is saved.

1. Click Views

2. Click to add a View                                                                                                 

3. Enter the name of the View and click Update                                                                         

4. Click Save View                                                                                                                         

Export Data

1. Click Export to Excel icon (top right corner)
   

2. Click KPI Table or Drill Down Table

3. Choose location of the file to be saved in

4. Enter a File Name 

5. Click Save

Video: Practice Analytics Overview