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Treatment Finder Report  

Use the Treatment Finder report to quickly identify patients who have unscheduled treatment planned procedures and remaining insurance benefits. From the report, you can generate patient letters or labels, or export or print the list. Practices often use this report at the end of the year to identify patients with unused insurance benefits. However, you can also use the report to identify patients who have remaining benefits on service year plans, or patients with no insurance. 

By default, the report includes patients whose insurance benefits follow the calendar year (Benefit year = calendar year). It can also be used to identify patients whose insurance benefits start on a specific month (Benefit Year = Month). For these cases, we recommend running the report monthly and simply changing the report criteria. For 'Ins Month Start', select the starting benefit month to report on. For example, select November to find patients whose benefits expire on November 1st.

Note: To control user access to this report, see Report Setup - Security Permissions.

  1. In the main menu, click Reports, Standard.
  2. In the Lists section, click Treatment Finder.

When first generated, the list includes patients who have treatment planned procedures, no scheduled appointment, and who have insurance with a benefit year that follows the calendar year. Preferred contact information, insurance amounts (annual max, amount used, amount remaining), treatment plan amount, and primary insurance carrier also list. Patients with no annual max will have a Amt Rem of $0.

Annual Max: View individual (I) and family (F) annual max insurance benefits.
Amt Used: View amount of insurance used for completed procedures attached to received, supplemental, or adjustment insurance claims. Individual and family amounts show.
Amt Pend: View pending insurance claims with attached completed procedures. Individual and family amounts show.
Amt Remaining: View remaining insurance benefits. Individual and family amounts show. Amount remaining includes completed procedures.
TreatPlan: Total procedure fees for the individual patient's treatment planned procedures.

  1. If desired, change the report criteria then click Refresh List to update.
    Include patients without insurance: Include patients with no insurance. If checked, the Ins Month Start is ignored.
    Include patients with upcoming appointments: Include patients who have a scheduled appointment in the future. Planned appointments are not included; see Planned Appointment Tracker instead.
    Amount remaining over: Only include patients that have a specific amount of insurance remaining. Results will include patients whose Amt Rem plus Amt Pend is over the amount, and patients who have no annual max.
    TP Date Since: Only include patients who have a dated treatment plan on or after a specified date.
    Ins Month Start: Filter the list by when a patient's insurance year begins. 
    • Calendar Year: Include patients whose insurance plan Benefit year follows the calendar year (ends December 31).
    • Specific Month: Include patients whose insurance plan Benefit year starts on a specific month. 
    • Note: If January is set as an insurance plan's start month, this is not the same as calendar year. To include those patients in the treatment finder report, you must select January as the Ins Month Start.

Provider: Include patients with a specific primary Provider.
Billing Type: Include patients with a specific billing type.
Clinics: Filter results by selected clinic. Users that are restricted to certain clinics will only see those clinics.
Code Range: Only include patients who have specific treatment planned procedures.
Assume procedures are General: Assume all procedures for a patient apply towards annual max. This setting can be defaulted in Reports Misc Settings.

  1. The next step depends on your desired result.
    To go to a patient's Chart quickly, double click on the patient row.
    Go to Family: Click to go to a patient's Family module quickly. You can also right click on the patient row, then click See Family.
    See Account: Click to go a patient's Account quickly. You can also right click on the patient row, then click See Account.
    Generate letters: Patient letter templates are defined in Sheets
      1. Select the patients. Press Ctrl and click to highlight multiple patients.
      2. Click Letters Preview.
      3. Select the patient letter template to use, then click OK. A PDF preview of all letters will generate. 
      4. Click File, Print or the printer icon to send the letters to the printer.

Export all results as a .txt or xls file that can be merged or imported into another program: Click Export to File, then select a location on your computer. For all patients, Pat Num, Last Name, First Name, Contact Method, Address, City, State, Zip, Annual Max, Amount Used, Amount Pending, Amount Remaing and Treatment Plan total will be exported.
Print labels: Labels can generated one at a time or by sheet.

  • Single labels: Select a patient, then click Single Labels to send the label directly to the printer.
  • By Sheet: Press Ctrl and click to select patients. Click Label Preview to generate a PDF preview of the labels. Click Print to send to the printer.

Print the report: Click Print List to send the results directly to the default printer.

If using Planned Appointments, you can also use the Planned Appointment Tracker to track and schedule treatment planned procedures throughout the year.


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