List Outstanding Treatment Report

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

• All treatment plans (will show all three options above)

• Only plans with completed treatment

  NOTE: A Course of Treatment/Treatment Plan may have chart items whose planned or completed dates span a range of dates. In the case where some of the chart items have planned or completed dates outside the date range selected for the report, use the  Include all other treatment in the same COT/Treatment Plan checkbox to specify whether those chart items will be included or not.

To run the 'Outstanding Treatment' Report

1. Select Administration > Reports and double-click List Outstanding Treatment:

   

2. Sort Patients By: Select a sort criterion:

   

3. 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:

   

   See also these resources for related Queries information:

    Video series for Contact Lists and Queries  (multiple videos)

    Mini-masterclass - Contact Lists 

   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.

4. 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.

   

   
   Use the Multiple button ito select more than one provider.

5. Alternatively, you can select a Provider Category rather than one or more providers.

6. 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:

   

7. 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.

	Edit Layout: Click this button if you need to make changes to the report layout.
	Send the report to the printer.
	Preview the report before or instead of printing it.
	Email a copy of the report to an email recipient.
	Export: Export the report details to a file that can be then used by a spreadsheet or word-processing program.
	Close the window without printing the report.

Report Output

The example below shows an Outstanding Treatment report for all patients, with all checkboxes selected. Included in this report are:

• Patients who have had Treatment completed in the last 2 months that was not charged; e.g. the treatment has been saved in the Chart tab but the Charge button has not been pressed.

• Treatment that remains planned on the patients chart tab.

• Treatment details.

Ideally, the report will be run with each option selected.

For the Treatments not completed option, once the list has been printed, where the patient does not have any further appointments they can be contacted and if necessary the Course of Treatment closed and sent to the Payor as incomplete treatment.

For the Treatments completed but not charged and the Treatments completed but not claimed (TCed) options, there will be duplicates in the report, as TCing treatment also acts as a method of charging. If the treatment has not been TCed then it may not have been charged also.

When selecting these options it may save time when cross-referencing patients to run one of the reports, deal with the patients who appear on the list, and then run the other option separately.