Treatment Finder Report

Use the Treatment Finder report to quickly identify patients who have unscheduled treatment planned procedures and remaining insurance benefits.

In the Main Menu, click Reports, Standard. In the Lists section, click Treatment Finder.

Note: To control user access to this report, see Report Setup: Security Permissions.

When first generated, the list includes patients who have treatment planned procedures, no scheduled appointment, and who have insurance with a benefit year that follows the calendar year. Preferred Recall contact method from Edit Patient Information, insurance amounts (annual max, amount used, amount remaining), treatment plan amount, and primary insurance carrier also list. Patients with no annual max will have a Amt Rem of $0.

Note: If no Preferred Recall Method is set for a patient the Home Phone Number will display under Contact instead.

By default, the report includes patients whose insurance benefits follow the calendar year (Benefit year = calendar year). It can also be used to identify patients whose insurance benefits start on a specific month (Benefit Year = Month). For these cases, we recommend running the report monthly and simply changing the report criteria. For Ins Month Start, select the starting benefit month to report on. For example, select November to find patients whose benefits expire on November 1st.

When first generated, the list includes patients who have their patient status set to patient, have treatment planned procedures, have no scheduled appointment, and who have insurance with a benefit year that follows the calendar year. Preferred contact information, insurance amounts (annual max, amount used, amount remaining), treatment plan amount, and primary insurance carrier also list. Patients with no annual max will have a Amt Rem of $0.

Columns: Click any column header to sort.

If desired, change the report criteria then click Refresh List to update.

The next step depends on your desired result.

To go to a patient's Chart Module quickly, double click on the patient row.

Go to Family: Click to go to a patient's Family Module quickly. You can also right click on the patient row, then click See Family.

See Account: Click to go a patient's Account Module quickly. You can also right click on the patient row, then click See Account.

Generate letters: Patient letter templates are defined in Sheets.

  1. Select the patients. Press Ctrl and click to highlight multiple patients.
  2. Click Letters Preview.
  3. Select the patient letter template to use, then click OK. A PDF preview of all letters will generate.
  4. Click File, Print or the printer icon to send the letters to the printer.

Export all results as a txt or xls file that can be merged or imported into another program: Click Export to File, then select a location on your computer. For all patients, Pat Num, Last Name, First Name, Contact Method, Address, City, State, Zip, Annual Max, Amount Used, Amount Pending, Amount Remaining and Treatment Plan total will be exported.

Print labels: Labels can generated one at a time or by sheet.

Print the report: Click Print List to send the results directly to the default printer.

If using planned appointments, you can also use the Planned Appointment Tracker to track and schedule treatment planned procedures throughout the year.