Treatment finder report

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jonesrdh
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Joined: Mon Apr 07, 2008 6:27 am

Treatment finder report

Post by jonesrdh » Thu Oct 27, 2011 3:08 am

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

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jordansparks
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Location: Salem, Oregon
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Re: Treatment finder report

Post by jordansparks » Thu Oct 27, 2011 6:40 am

That report gets enhanced regularly. What version are you on?
Jordan Sparks, DMD
http://www.opendental.com

jonesrdh
Posts: 46
Joined: Mon Apr 07, 2008 6:27 am

Re: Treatment finder report

Post by jonesrdh » Tue Nov 01, 2011 3:26 pm

7.3.12.0

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jordansparks
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Posts: 5770
Joined: Sun Jun 17, 2007 3:59 pm
Location: Salem, Oregon
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Re: Treatment finder report

Post by jordansparks » Tue Nov 01, 2011 4:30 pm

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

jonesrdh
Posts: 46
Joined: Mon Apr 07, 2008 6:27 am

Re: Treatment finder report

Post by jonesrdh » Mon Nov 07, 2011 7:19 am

Thank you. I figured we were behind, someone in our office thought we were getting automatic updates. I didn't think so.

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