Treatment Finder Report

Use the Treatment Finder report to identify active patients who have treatment planned procedures.

In Standard Reports, in the Lists section, click Treatment Finder.

See our Webinar: Treatment Finder Report

The Treatment Finder report can stay open in the background while users work in other windows (e.g., Account Module, Appointment Module) of Open Dental.

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

When first generated, the list includes patients who:


Different settings affect the results of the report. Set the report criteria in the View section.

Treatment Finder Grid

After setting report criteria, click Refresh List to update the results in the Treatment Finder grid. Click a column header to sort results in ascending or descending order.

The Treatment Finder grid displays results for the selected criteria.

Click a patient in the grid to open the Chart Module for the selected patient.

Right-click options:


At the bottom of the Treatment Finder window are additional options

Print Preview

Click Print List to print the results in the Treatment Finder grid. The information on the printout matches what appears on the Treatment Finder grid. An example is below.