Set Treatment Without a Plan Rules


When treatment planning, some item numbers are not considered as part of a plan, so should be excluded from the section of the KPI-01 report that identifies the quantity of treatment items performed without a treatment plan.

e.g. when performing 013, this item isn’t planned therefore would unlikely to have been entered into a Treatment Plan.

  1. Click the navigation menu > Management > Reports page

  2. Operations menu > Set "Treatment without a plan" rules

    1. Ignore the following items: Enter the items to exclude from the report

    2. All Items: Tick to exclude all items from the report

    3. Combined Value: Enter the value of items to exclude from the report

    4. Click OK

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