Treatment Plan Acceptance Report


When a Treatment Plan has been marked as Accepted, it will total on this report. 

  1. Click the navigation menu > Location Management > Reports page

  2. Open Treatment Plan Acceptance Report

    1. Financial Year: Select to base on a Financial Year, and enter the year 
    2. Calendar Year: Select to base on a Calendar Year, and enter the year
    3. From: use the up/ down arrows to select year to commence
    4. Location: Select the location or <Any Location> if applicable
    5. Breakdown by Provider: Tick to break the report by Provider, when multiple are selected
    6. Providers: Select the Provider(s) to base the report on
    7. Show Inactive Providers: Tick to include inactive Providers
    8. Click OK

Report Details


 Acceptance Rate

 The percentage of accepted treatment plans in that month

 Total Plans Presented

 The number of new treatment plans in the month
 Treatment plans that were not marked as Presented but then marked as Accepted will be counted here


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