No Quote/Planned Treatment Performed Report


The No Quote/Planned Treatment Performed report will show all patients that had items entered into Treatment that were not transferred from a Treatment Plan.

Run the Report

  1. Click the navigation menu > Management > Reports page

  2. Open No Quote/Planned Treatment Performed report

    1. Date: Select the period to base this report on

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

    3. Providers: Select the Provider(s) to include

    4. Show inactive providers as well: Tick to include inactive Providers

    5. Click OK


Report Details


 The date of the item

 Patient Name 

 The patient the item is attached to

 Patient ID 

 The Card Number of the patient

 Treatment Items

 The item attached to the patient which should have been Treatment Planned



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