NHS UDA's/UOA's In Progress Report

The UDAs in Progress report selects all open NHS courses for one or more specified providers, and produces a report with details as follows:

NHS Courses with no further planned work
NHS courses with no future appointments
Other open NHS courses

Totals for the above.

For each of these, the patient names, courses of treatment, last appointment date and the UDAs or UOAs are listed.

To run the UDAs in Progress report

Click Administration->Reports and scroll down to UDAs in Progress Report. You can also access it from the UDA Manager screen.

Performers: If you've clicked the UDAs in Progress button in the UDA Manager screen, this field will be defaulted from the UDA manager and will display the code of the selected Provider.
Otherwise, you can enter the code of a provider, or use the Multiple button to choose more than one provider code, or leave the field blank to include all providers.

Show Detail: Check (tick) this checkbox to include details on the report, otherwise, only summary totals will be shown.

Select Print, Preview, Export or Cancel.

Example results:

Also see https://soeidental.atlassian.net/wiki/spaces/PHS/pages/302187275 for new ways of interacting and communicating with patients with open courses of treatment for all payors (Private, Denplan NHS etc).