When to use this report
It is recommended that this report is run at regular intervals, at least once a month or once a week, for each Provider.
Purpose
This is used to print a report listing the patients who have:
Unclaimed complete treatment plans (all items charged but not TC'd)
Incomplete treatment plans (plans which are partially charged)
Incomplete treatment plans with uncharged items (plans which have items which are ticked but not charged).
For these three options, you can include
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All treatment plans (will show all three options above)
Only plans with completed treatment
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The List Outstanding Treatment Report can be used to find open Courses of Treatment with pending services so that patients can be contacted and back into the practice to finish their treatment.
Instead of using this report we advise using Care Manager (Viewing Opportunities ) which is a live interactive list where you can assign treatment opportunities to staff members and contact/book from the same list. Its a more effective way of getting patients back into the practice.
To run the 'Outstanding Treatment' Report
Select Administration > Reports and double-click List Outstanding Treatment:
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Sort Patients By: Select a sort criterion:
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Use the Select Patients field to select, edit or create a new query to define the patients, making it possible to print Statements for selected groups of patients as defined in the query
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See also these resources for related Queries information:
Video series for Contact Lists and Queries (multiple videos)
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. For more information see on queries please refer to Creating and Editing Queries
TIP: A useful query to use would be for patients with no future appointments booked. That way any patient who appears on the list will either need to be invoiced for completed work or scheduled for another appointment.
Optionally select a Provider from the list by clicking in the field and using the button. The report will then print for the selected provider only.
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Use the Multiple button ito select more than one provider.
Alternatively, you can select a Provider Category rather than one or more providers.
Use the Treatment From and To dates to specify the date range for the planned or completed treatment. Click the drop down and select an option:
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Complete further fields:
Include all treatment on matching COTs / Treatment Plans
Select this checkbox to include all Treatments in the identified COTs / Treatment Plans, even where the treatments in those COTs / Treatment Plans extend beyond the specified date range.
List Treatment Details
Include the Treatment Plan details in the report.
Include Inactive Treatments
Include any treatment that has been marked as inactive.
Include Misc Treatments
Include any miscellaneous treatment carried out.
All, Completed or Planned treatments
Select one of these options.
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Edit Layout: Click this button if you need to make changes to the report layout.
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Send the report to the printer.
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Preview the report before or instead of printing it.
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Email a copy of the report to an email recipient.
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Export: Export the report details to a file that can be then used by a spreadsheet or word-processing program.
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Close the window without printing the report.
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You can now Print, Preview, Email or Export the report.
The example below shows an Outstanding Treatment report for all patients, with all checkboxes selected. Included in this report are:
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