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Printing practice treatment case reports   

You can print a practice treatment case and customize the data that appears on it.

To print a practice treatment case report

1.   In the Patient Chart or the Ledger, select a patient, and then start the Treatment Planner.

The Treatment Planner window appears.

2.   In the File menu, point to Print, and then click Practice Treatment Case Report.

The Practice Treatment Case Report dialog box appears.

3.   In the eight group boxes, select the information that you want included in the Practice Treatment Case Report:

·        Select Patient - Click the From and To search buttons to select a range of patients to include. To include all patients, leave <ALL> in both fields.

·        Procedure Code Date Range - Select From and To and select the date range that you want to include. To leave the dates open-ended, select All Dates for either or both of the From and To dates. Select Entry Date or Procedure Date to include procedures performed on a specific date.

·        Case Fee Expiration Date Range - Select From and To and select the date range that you want to include. To leave the dates open-ended, select All Dates for either or both the From and To dates.

·        Select Provider - Click the From and To search buttons to select a range of providers. To include all providers, leave <ALL> in both fields.

·        Select Billing Type - Click the From and To search buttons to select a range of billing types. To include all billing types, leave <ALL> in both fields.

·        Report Options - Select one or more of the following options: Print Condensed Report, Print Subtotals by Visit, Include Finance Status, Include Procedures for Treatment Case, Use Patient-Friendly Descriptions, Use Dental Plan Maximums and Deductibles, Exclude Completed Procedures from Case, and Include Case Status History.

·        Include Cases With - Select the case statuses that you want to include. Or, select All to include all statuses. Select the case sensitivities you want to include. Or, select All to include all sensitivities.

·        Patient Privacy - Select one or more of these options: Hide Patient SSN, Hide Patient Chart Number, and Hide Patient Birthday.

4.   To save your custom report settings, select Save as Default.

5.   To preview the report before printing, select Print Preview.

6.   Click OK to print or preview the report.