How to generate Treatment Performed Report

Overview

This report is an overview of all the treatments created and done to the patient. It will show you how much of those treatments have been paid or not, invoiced or not yet invoiced. Moreover, it includes if treatment notes has been made or not, invoice number, teeth number, etc.  

Here are quick and simple steps on how to run Treatment Performed Report.

Steps

1. From the Report tab, click on Treatment Performed.

2. Filter the following information such as the Location (specific or all locations), Provider, Date and Treatment Item then click Run Report.

If you're considering all treatments then just leave the treatment item search box as empty, otherwise, you may filter the report per treatment codes. 

3. Choose either to Export to PDF or Export to Excel.

This report is also helpful when tracing any treatments which haven't been invoiced or paid.

If you have any questions, please click the yellow Help button at the bottom left and chat to us. We are more than happy to help!