Treatment Plan Presentation Statistics

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

Note:

  1. In the Main Menu, click Reports, Standard.
  2. In the Monthly section, click Treatment Presentation Statistics.
  3. 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.
  4. Calculated Production:
    • Gross Production: Calculates gross production only.
    • Net Production: Calculates net production (gross production - estimated or actual write-offs - discounts - adjustments).
  5. 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.
  6. 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.
  7. Users: Select the users (or presenters) to include. Check All to include everyone, or uncheck All and select individual users.
  8. Clinics: Select the clinics to include. Check All to include all clinics, or uncheck All and select individual clinics.
  9. 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 treatment planned procedures in saved treatment plans. Excludes deleted procedures that are still listed in a saved treatment plan.

# of ProcsSched: The total number of treatment planned procedures in saved treatment plans that are attached to an appointment with a status of scheduled.

# of ProcsComp: The total number of completed procedures in saved treatment plans.

GrossTPAmt: The total gross amount for all treatment planned procedures in saved treatment plans. Excludes deleted procedures that are still listed in a saved treatment plan.

GrossSchedAmt: The total gross amount for all treatment planned procedures in saved treatment plans that are attached to an appointment with a status of scheduled.

GrossCompAmt: The total gross amount for all completed procedures in saved treatment plans.

NetTPAmt: The total net amount for all treatment planned procedures in saved treatment plans. Excludes deleted procedures that are still listed in a saved treatment plan.

NetSchedAmt: The total net amount for all treatment planned procedures in saved treatment plans that are attached to an appointment with a status of scheduled.

NetCompAmt: The total net amount for all completed procedures in saved treatment plans.