How do I report against completed treatment items during a specific time period

To generate this information within your dental software, you will need to run the Treatment Items report. To access the reporting section of the system, click on the Tooth button in the top left hand corner of the screen then select Reports from the menu, (shown below).

To access this report, click on the SFD button in the top left hand corner of the screen then select Reports from the menu.

Now click on the Items button.

Now you are in the treatment items report screen click on Report in the top left hand corner of the screen.

You will now be presented with the Treatment Items Report Properties window.

The first tab is the General tab from here you can choose the performer who's treatment items you wish to create a report for. You can also choose whether you wish to report on complete or incomplete treatment items.

The next tab along is Dates (shown below).

You have three date options you can define your report by. The first option is when the treatment item was added to a treatment form. You can also report on the date the treatment item was marked as completed on the treatment form. The last option is to report on when the treatment item was charged on the treatment form.

The next tab is Scheme (shown below).

If you only want to report on certain schemes, click Selected, then choose the desired schemes.

The final tab is Product (shown below).

To report on certain items click the Selected button. Any item with a green flag next to it will be included in the report. You can use the Select All and De-select All buttons at the top of the window. You can then search by category using the dropdown list (shown below).

You can also search for treatment items by using the filter bar at the top of the screen.

Once you have selected the items you wish to include in your report click OK in the bottom right hand corner of the window.

The example below shows completed NHS examinations in a particular time period.

The Forms tab list the forms that the particular treatment items feature on. You can view basic patient information on this screen. Proposed, completed and charged dates are also show. You can also see which scheme the treatment form belongs to and which performer.

The next tab along is Products, this gives you a total of the treatment items you have chosen to report on (example below).

From this particular report we can see there have been 5 examinations completed.

This report is exportable. To do so, simply click the Export button, then choose the destination you wish to save it.



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