Using the Case Start Tracking Report

Use the Case Start Tracking report to review when a case began.

To generate the Case Start Tracking report:

  1. From within the Zuelke Financial Module, select Case Start Tracking. The Case Start Tracking pane is displayed.

  2. In the Month(s) to Print area, select the date range you want to display from the Print between field and the And field.

  3. In the Patient risk group area, select one of the following options:

  4. A's (includes unrated patients)

  5. B's and C's (includes 100% Courtesy)

  1. From the Doctor(s) drop-down list, you can select <All Doctors> to display Case Start Tracking information for all doctors in your practice, or you can select an individual doctor's name to display Case Start Tracking information for a specific practitioner.

  2. From the Location(s) drop-down list, you can select <All Locations> to display Case Start Tracking information for your entire practice, or you can select an individual location to display Case Start Tracking information for a specific office.

  3. From the Tx Coordinator(s) drop-down list, you can select <All Tx Coordinator> to display Case Start Tracking information for all staff members who coordinate treatment, or you can select a specific treatment coordinator to display Case Start Tracking information for an individual.

  1. Click Print. The Case Tracking Report window is displayed.

  2. Click Print to generate the report.

 

Related Topics

Using Zuelke Financial Module Reports

Using the Adjustment Report

Using the Accounts Receivable Report

Using the New Patient Exam Monitor Report

Using the Patient Detail Comparison Report

Using the Practice Investigator Report

Using the Referral Source Monitor Report

Using the Recall Monitor Report

Using the Zuelke Practice Monitor Report