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Presented Treatment Production Report

This report totals the production from completed procedures that are attached to saved treatment plans. It can produce a detailed report by procedure or total production amounts by treatment plan user or presenter. Also see Editing Treatment Plans.

  1. In the main menu, click Reports, Standard.
  2. In the Monthly section, click Presented TreatPlan Production.



  1. Calendars: Select the date range for the report. Only treatment plans saved within the date range will be included. The default is last month.
    • In the first calendar select the start date.
    • In the second calendar select the end date.
  2. Report Type: Select the type of report.
    • Detailed: Show production by procedure.
    • Total: Show total production for each user or presenter.
  3. Order Presented: Production for procedures on multiple treatment plans will only be counted once. Select to whom production for these procedures should be attributed.
    • First Presented: Attribute production to the user or presenter on the treatment plan saved first.
    • Last Presented: Attribute production to the user or presenter on the treatment plan saved last.
  4. User Displayed: Select how the presenter will be determined.
    • Presenter: The 'presenter' associated with the treatment plan.
    • Entry User: The 'user entry' associated with the treatment plan.
  5. Users: Select the users (or presenters) to include. Check All to include everyone, or uncheck All and select individual users.
  6. Clinics: If using Clinic(s), select the clinics to include. Check All to include all clinics, or uncheck All and select individual clinics.
  7. Click OK to generate the report. For a description of toolbar buttons, see Complex Report System.

Detailed report (production by procedure)

Total report (total production by user or presenter)


 

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