Denplan Reports

Assessments Done Reports

This report counts all assessments done in the date range you specify, and reports these in tabular form.

To run the report:

1. Select Administration > Reports and under the Reports tab double-click the Denplan Assessments Done Report.

2. Specify the From - To date range:

   • Enter the date range, or

   • Choose dates using the drop-down menu on each field, or

   • Click the  button to select a date from the calendar.

3. Select Print, Preview or Email.

Open

Note that the Age columns are based on the age of the patients at the time the assessment was performed.

Assessments Due Report

This report lists all Denplan patients due or overdue for an assessment.

The Denplan Assessments Due dialog asks for a date by which all Denplan patients should have had an assessment redone.
The report runs through all Denplan patients, reports any patients who are overdue for an assessment, and notes when their most recent Assessment was done.

To run the Denplan Assessment Due Report

1. Select Administration > Reports and under the Reports tab double-click the Denplan Assessments Due Report.

2. (Optional) Select the Show Detail option to add these columns to the report, with the current band highlighted for a patient if it differs from the last assessed band:

   • Name

   • Last Assessed

   • Last Assessment

   • Current Band

3. Select Print, Preview or Email.

   Open

   

Sample report output (detailed version shown):

• An Export option is provided. This will give access to the patient's address, so you can use the report to produce a mail merge if you wish.

• The Last Assessment column shows both the assessed band and the score that generated it.

• The Current Band column shows the current band from the patient file, and is highlighted if it differs from the last assessed band.

• Run both the Capitation Scheme Profile Report, and the Capitation vs Private Report, for an overview of how your Denplan scheme is running.

Integration Report

The Denplan Integration Report calculates the potential financial gain in converting current patients to Denplan.

1. Select Administration > Reports and under the Reports tab double-click the Denplan Integration Report to load the report window:

   (Note the options to Print, Preview, Email or Export to .CSV)

2. Sort patients by

   By default, the report will display patients sorted in order of Last Name. To sort the report by another criteria, click the dropdown button and select another sort method from the menu:

3. Specify whether to include or exclude inactive patients by checking or un-checking the Include Inactive checkbox.

4. Select Patients

   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 here for Queries related information.

5. Specify further report criteria as follows:

NOTES:

The figures used to calculate patient Denplan scores are based on historical treatment alone; this does not include gingival condition, periodontal status or plaque control. As a result, these figures do contain a certain amount of inaccuracy and should therefore be used only as a guideline.

The band information displayed on this report is based on the Denplan banding system but Denplan should be contacted directly if a full risk assessment is required.

If when you run the report, EXACT finds services which do not have a Denplan category set, it will display the Denplan Setup window to enable you to assign them.