Treatment Plan Presentation Statistics Report

In Standard Reports, in the Monthly section, click Treatment Presentation Statistics.

This report shows various metrics about saved treatment plans, by treatment plan presenter, including:

Note:


Calendars: Select the date range for the report. Only treatment plans saved within the date range will be included. The default is last month.

Calculated Production:

Order Presented: Production for procedures on multiple treatment plans will only be counted once. Select to whom production for these procedures should be attributed.

User Displayed: Select how the presenter will be determined.

Users: Select the users (or presenters) to include. Check All to include everyone, or uncheck All and select individual users.

Clinics: Select the clinics to include. Check All to include all clinics, or uncheck All and select individual clinics.

Click OK to generate the report. For a description of toolbar buttons, see Complex Report System.

Gross Production Example

Net Production Example

Presenter: The treatment plan presenter.

# of Plans: The number of treatment plans saved in the date range.

# of Procs: The total number of treatment planned procedures in saved treatment plans. Excludes deleted procedures that are still listed in a saved treatment plan.

# of ProcsSched: The total number of treatment planned procedures in saved treatment plans that are attached to an appointment with a status of scheduled and were created in the date range.

# of ProcsComp: The total number of procedures completed from saved treatment plans that were created in the date range.

GrossTPAmt: The total gross amount for all treatment planned procedures in saved treatment plans. Excludes deleted procedures that are still listed in a saved treatment plan.

GrossSchedAmt: The total gross amount for all treatment planned procedures in saved treatment plans that are attached to an appointment with a status of scheduled.

GrossCompAmt: The total gross amount for all completed procedures in saved treatment plans.

NetTPAmt: The total net amount for all treatment planned procedures in saved treatment plans. Excludes deleted procedures that are still listed in a saved treatment plan.

NetSchedAmt: The total net amount for all treatment planned procedures in saved treatment plans that are attached to an appointment with a status of scheduled.

NetCompAmt: The total net amount for all completed procedures in saved treatment plans.