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Treatment Plan Presentation Statistics

This report shows various metrics about saved treatment plans, by treatment plan presenter, including:

  • Total number of treatment plans saved in a date range.
  • Total number of procedures in the saved treatment plans.
  • Total number of procedures that currently have a status of 'scheduled' or 'completed'.
  • Gross and net totals for presented plans and procedures.

Notes:

  1. In the main menu, click Reports, Standard.
  2. In the Monthly section, click Treatment Presentation Statistics.



  1. Calendars: Select the date range for the report. Only treatment plans saved within the date range will be included. The default is last month.
    • In the first calendar select the start date.
    • In the second calendar select the end date.
  2. Calculated Production:
    • Gross Production: Calculates gross production only.
    • Net Production: Calculates net production (gross production - estimated or actual writeoffs - discounts - adjustments).
  3. Order Presented: Production for procedures on multiple treatment plans will only be counted once. Select to whom production for these procedures should be attributed.
    • First Presented: Attribute production to the user or presenter on the treatment plan saved first.
    • Last Presented: Attribute production to the user or presenter on the treatment plan saved last.
  4. User Displayed: Select how the presenter will be determined.
    • Presenter: The 'presenter' associated with the treatment plan.
    • Entry User: The 'user entry' associated with the treatment plan.
  5. Users: Select the users (or presenters) to include. Check All to include everyone, or uncheck All and select individual users.
  6. Clinics: If using Clinic(s), select the clinics to include. Check All to include all clinics, or uncheck All and select individual clinics.
  7. Click OK to generate the report. For a description of toolbar buttons, see Complex Report System.

Gross Production Example

Net Production Example

Presenter: The treatment plan presenter.
# of Plans: The number of treatment plans saved in the date range.
# of Procs: The total number of procedures in the saved treatment plans.
# of ProcsSched: The total number of procedures in the treatment plans that currently have a status of scheduled.
# of ProcsComp: The total number of procedures in the treatment plans that currently have a status of complete.
GrossTPAmt: The total gross amount for all treatment planned procedures in the treatment plans.
GrossSchedAmt: The total gross amount for all scheduled procedures in the treatment plans.
GrossCompAmt: The total gross amount for all completed procedures in the treatment plans.
NetTPAmt: The total net amount for all treatment planned procedures in the treatment plans (minus writeoffs, adjustments, etc.).
NetSchedAmt: The total net amount for all treatment planned procedures in the treatment plans (minus writeoffs, adjustments, etc.).
NetCompAmt: The total net amount for all treatment planned procedures in the treatment plans (minus writeoffs, adjustments, etc.).

 

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