Reporting treatment types

[snowol]

Hi there,

Is there a way I can report on how many treatment types we have seen for a specific month?

e.g. How many patients came in for 'new patient assessment' in Jan 2021?

Thanks 

[liamrushton · Accepted solution]

Good Morning

This can be done using management reports. You will need to know the treatment code for each, which can be found inside the charting screen. For example Small Films - 201.

1. From the Main Menu, Click Utilities
2. Click Management Reports.
3. At the top, Select Treatments
4. Select an individual dentist, or leave all selected.
5. Put in your date range, for example, Jan 2021
6. In the DPB area, type in your treatment codes into each space. 1 per box. You can do a maximum of 10 codes per report.
7. Click Run Report, Excel will load with your data.

Hope that helps.

[snowol]

Thankyou 🙂

[liamrushton]

Your welcome, glad I was able to help.