Treatment Plan Presentation Statistics Report

In the Main Menu, click Reports, Standard. In the Monthly section, click Treatment Presentation Statistics.

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

Note:


Calendars: Select the date range for the report. Only treatment plans saved within the date range will be included. The default is last month.

Calculated Production:

Order Presented: Production for procedures on multiple treatment plans will only be counted once. Select to whom production for these procedures should be attributed.

User Displayed: Select how the presenter will be determined.

Users: Select the users (or presenters) to include. Check All to include everyone, or uncheck All and select individual users.

Clinics: Select the clinics to include. Check All to include all clinics, or uncheck All and select individual clinics.

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.