A report detailing the current status of Treatment Plans.
-
Click the navigation menu > Location Management > Reports page
-
Select Treatment Plan Status report
-
Date: Select the date range to base this report on
-
Location: Select the location or <All Locations> if applicable
-
Plan Status: Tick box to include in the report:
-
Shows: Select which plans to include:
- Show all Plans: Active and Inactive will be included
- Show only Active Plans
- Show only Inactive Plans
-
Group by: Select how to group the plans
- Group by Provider
- Group by Plan Status
-
Show Details: Tick to show full details for each plan
- Providers: Select the Provider(s) to include in the report
- Show inactive Providers as well: Tick to include inactive Providers
-
- Click OK
Report Details
Created Date |
The date the treatment plan was created. |
Last Updated Date |
The last time the treatment plan was edited. |
Prv |
The Provider assigned to the treatment plan. |
Patient |
The patient associated with the treatment plan. |
Plan Value |
The total value of the treatment plan. |
Outstanding Value |
The total amount of incomplete items. |
Percentage Completed |
The percentage of the treatment plan that is completed. |
Active Plan |
Y: Treatment plan is marked as active |
Comments
Article is closed for comments.