List Outstanding Treatment Report

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 (https://soeidental.atlassian.net/wiki/spaces/PHS/pages/1370161565 ) 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:

Sort Patients By: Select a sort criterion:

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. For more information see on queries please refer to https://soeidental.atlassian.net/wiki/spaces/PHS/pages/1017905218

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.

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:

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

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:

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.