The List Outstanding Treatment Report can be used to find open Courses of Treatment with pending services so that patients can be contacted and back into the practice to finish their treatment.

Running the Outstanding Treatment report

1. Select Administration - Reports.
2. Double-click List Outstanding Treatment.
   
   
   • Select how you wish to Sort Patients By, using the drop-down menu to view your options.
   • Ticking Include Inactive will show all patients, or untick to display only active patients.

   • Use the Select Patients to select, edit or create a new query to filter a specific group of patients. This makes it possible to print Statements for selected groups of patients as defined in the query. For more information see on queries see: Creating and editing Patient List searches.

     Tip: A useful query to use would be for patients with no future appointments booked. That way any patient who appears on the list will either need to be invoiced for completed work or scheduled for another appointment.

   • Optionally select a Provider from the list by clicking in the field and using the  button. The report will then print for the selected provider only, use the Multiple button to select more than one provider.

   • Use the From and To dates to specify the date range for the planned or completed treatment.

   • Select Include all treatment on matching COTs / Treatment Plans to include all treatments in the identified COTs / Treatment Plans, even where the treatments in those COTs / Treatment Plans extend beyond the specified date range.

   • List Treatment Details will include the Treatment Plan details in the report.

   • Include Inactive Treatments will include any treatment that has been marked as inactive.

   • Include Misc Treatments will show any miscellaneous treatment carried out.

   • All, Completed or Planned treatments will show everything.

3.  You can now Print, Preview, Email or Export the report.

The example below shows an Outstanding Treatment report for all patients, with all checkboxes selected. Included in this report are:

• Patients who have had Treatment completed in the last 2 months that was not charged; e.g. the treatment has been saved in the Chart tab but the Charge button has not been pressed.
• Treatment that remains planned on the patients chart tab.
• Treatment details.

Ideally, the report will be run with each option selected.

For the Treatments not completed option, once the list has been printed, where the patient does not have any further appointments they can be contacted and if necessary the Course of Treatment closed and sent to the Payor as incomplete treatment.

For the Treatments completed but not charged and the Treatments completed but not claimed (TCed) options, there will be duplicates in the report, as TCing treatment also acts as a method of charging. If the treatment has not been TCed then it may not have been charged also.

When selecting these options it may save time when cross-referencing patients to run one of the reports, deal with the patients who appear on the list, and then run the other option separately.