Our receptionist has used the Treatment finder report in the past to run a list of treatment that is not completed. It would list the patient and what treatment needed done. Site specific.
However recently when she runs it it is bringing up a report that lists patient name, $annualmax $amountuse $amtremaining $treatment plan (lists a total dollar amt) However it lists everyone that has any treatment plan whatsoever. This includes patients that are scheduled for recall. Is there a way of running a report that shows treatment planned but unscheduled treatments?
Thank you
Treatment finder report
- jordansparks
- Site Admin
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- Location: Salem, Oregon
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Re: Treatment finder report
That report gets enhanced regularly. What version are you on?
Jordan Sparks, DMD
http://www.opendental.com
http://www.opendental.com
- jordansparks
- Site Admin
- Posts: 5770
- Joined: Sun Jun 17, 2007 3:59 pm
- Location: Salem, Oregon
- Contact:
Re: Treatment finder report
You won't get the enhancements unless you are on a fairly recent version. It's probably time to upgrade to 11.0.
Jordan Sparks, DMD
http://www.opendental.com
http://www.opendental.com
Re: Treatment finder report
Thank you. I figured we were behind, someone in our office thought we were getting automatic updates. I didn't think so.