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Treatment Plan Presentation Statistics

This report shows various metrics about treatment plans saved within in a date range, by presenter.

  • Total number of treatment plans.
  • Total number of procedures.
  • Total number of scheduled and completed procedures.
  • Production values (total treatment plan value, total value of scheduled procedures, total value of completed procedures).

Also see Editing Treatment Plans.

  1. In the main menu, click Reports, Standard.
  2. In the Monthly section, click Treatment Presentation Statistics.



  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. Calculated Production:
    • Gross Production: Calculates gross production only.
    • Net Production: Calculates net production (gross production - estimated or actual writeoffs - discounts - adjustments).
  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.

Gross Production Example

Net Production Example


 

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