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PatriciaMullan
Canine II

Treatment lists

Hi I'm just wondering if it's possible to print a list of all open treatment plans with or without appointments.

Thanks in advance.

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Alison_Daniels
CS Dental Employee
CS Dental Employee

Re: Treatment lists

It is possible to create a query to  produce a list of all open treatment plans using the following query.

However, you can print a list of ALL ACCEPTED tx plans or ALL UNACCEPTED tx plans.

Create the query as follows:-

  1. Click ‘New Query’ then ‘Start’
  2. Click ‘Next’
  3. Scroll down the list of fields until you come to ‘that have a course of treatment’ then tick this option
  4. Click 'Next'
  5. In the window that has opened you can either select Accepted or Unaccepted, if you leave all 4 options blank it will produce a list of ALL OPEN TX PLANS
  6. Click ‘Finish’ and save the query

I hope this gives you the information you require.

Kind regards

Alison