How do I report on Treatment items completed on behalf of another user?

A Treatment form belongs to a single user within the dental software; however items on the form can be created for or created to other users. To report on this function you enter the main reports section of the program.

Click on the "For Others" button under the treatment reports section.

Now click on the report button.

In the window below, select the performer you want to see data relating to; This is the person who owns the items on someone else's form. For instance you may wish to select a hygienist. Then select if you want all items or just the ones that have been completed and click okay. You can also select specific date ranges, which is helpful if you are reporting for the purposes of payment.

A list will be displayed showing all the items owned by that performer and who the work has been done on the behalf of.



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