Report |
Description |
Bracket Tray Covers
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Enables you to print a hard copy of patient information for use by chairside staff. The bracket tray cover includes a patient photo (if using Snapshot or the orthodontic imaging software); treatment notes/comments from past visits; responsible parties; address/phone numbers; dentist/referrals; treatment plan information; appointment information (no-shows, changes, and so on); birthday/age; treatment progress; and financials. You can print bracket tray covers for a group of patients on a scheduled day or from within an individual patient’s treatment card. You can sort bracket tray covers by patient last name, appointment time, or patient ID, and you can restrict printing to morning appointments only, afternoon appointments only, or both. The Bracket Tray Cover window displays the following codes:
The Bracket Tray Cover window also includes the model box number. |
Patients with Appt on Specific Date
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Enables the office to run a report for patients who have charting history and have a scheduled appointment on a specific date. The report lists the patient names and gives the date of the last charting entry, procedures posted, and treatment card notes and comments. This report can be printed in order of: last name, appointment time, or patient ID. The number of visits to print on the report can be changed according to your preference. |
Patients Scheduled with No History |
Prints all patients scheduled on the selected date who do not have charting history. The report can be printed in order of last name, appointment time, or patient ID. |
History for Range of Dates
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Prints patients who have charting entries made during the designated range of dates. It is useful for checking treatment entries at the end of the day while they can still be edited. |
History for Range of Patients
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Prints treatment history for a range of patients. Select the range by last name or patient account number. |
Treatment Plan
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Prints a variety of reports that detail your patient’s treatment plans, as well as reports which summarize your treatment plan templates or treatment plan steps. Patient Treatment Plans — Prints a list of all patients with treatment plans, or active patients only. The report for all patients can be filtered by last name or patient ID, and you can produce a summary report or a detail report, which can include step details. When printing a report for only active patients, you can filter the report by last name, patient ID, specific time period, or specific appointment time. The report for scheduled patients can be printed for all offices or for a specific office, and you can produce a summary report or a detail report, which can include step details. Patient Appt Not Attached Tx Plan — Prints a list of patients with scheduled appointments that are not attached to existing active treatment plans (usually scheduled in error). Using this list, you can cancel the appointments and reschedule using the Tx Plan Paste function. The report can be filtered by patient last name, patient ID, or appointment time, and can be run for all offices or a specific office. Treatment Plan Templates — Prints a summary or detail report of your treatment plan templates. The detail report can include step details. Treatment Plan Steps — Prints a detail report of your treatment plan steps. |