Treatment Planning > Running Treatment Plan Reports

Running the Treatment Plan Transactions Report

The Treatment Plan Transactions report generates a list of posted treatment plan procedures. The percentage of practice treatment plan transactions is also included in the report.

To generate the Treatment Plan Transactions report:

1. Select Reports > Practice Management > Treatment Plan Reports > Transactions. The Output Options window is displayed.

2. Select the output and click OK. The Transactions Posted From Treatment Plans window is displayed.

3. In the Dates section, click the drop-down arrows to select the starting and ending date range from a calendar.

4. Select an option:

5. To restrict the report to a specific provider:Select the provider identification number from the Provider drop-down list.

6. To restrict the report to a specific procedural code range:Select the codes from the fields in the Codes section.
   
   Note: To specify a single code, type it in the left Codes column and type 0 in the right field.

5. Click OK.

Additional Treatment Plan Transactions Report Information:

Sample Report