This report displays all treatment plans within the reporting period.
This report is a must use tool for any practice to manage and track their treatment pipeline, enhance the patient experience and identify potential revenue.
What does the report show?
Which patients have proposed treatment and an appointment booked.
What treatment has completed.
Patients who have a treatment plan proposed but have no future appointment scheduled.
Total treatment plan value, invoiced treatment value and value of the treatment that is still to be completed.
How to run the Treatment Plans by Period Detail report
Click Patient & Clinical on the navigation menu
Select Treatment Plans by Period Detail from the drop down.
Choose the date you wish to run the report to by selecting the start and end date.
Under Practices select which specific practice/practices in the group you wish to get the data for.
You can run the report for specific providers by filtering on the Providers box.
Select the payor code. This allows you to filter on NHS, Private, Plan patients.
Select Completed Type:
What each of the Completed Type options will show
What each of the Completed Type options will show
All: Displays all Treatment Plans.
Created: This report shows all treatment plans (COTs) created within the selected date range, including those with no service items selected, some service items ticked, and completed COTs. It provides an overview of all treatment plans, regardless of their current status.
Started: The Started report displays all treatment plans (COTs) that were started within the selected date range, meaning at least one service item was selected during that period. It includes both completed and incomplete COTs.
Started Unbooked: Displays "Started" Treatment Plans, as described above, that do not have any future appointments booked (either for the COT or any appointment for the patient).
Started Booked: displays all COTs that were started within the selected date range and have at least one future appointment booked, either for the treatment plan or any other patient appointment.
Incomplete: Displays only Treatment Plans that are incomplete - some service items remain unfinished.
Incomplete Unbooked: Displays only Treatment Plans that are incomplete, have a planned date within the selected period, no appointment booked within the next 270 days, and where the patient is not marked as inactive.
Completed: Displays only treatment plans that are completed, with all service items finished.
Inactive: Displays only treatment plans marked as inactive. This includes both completed and incomplete treatment plans.
Deleted: Displays only treatment plans that have been deleted on or after 1st December 2016. It does not include historically deleted treatment plans, as the current system only tracks deletions from this date onward.
How to search for a specific Service Code within a COT
Search your treatment plans for selected treatment items by entering the service code and clicking 'Create Report'.
How to search for a Treatment Plan with a specific value range
This allows you to quickly identify your higher value courses of treatment.
💡 Top tip: for large reports, and to avoid browser limitations, please use the scheduling functionality. Click the ‘Schedule Report’ button, then select ‘Schedule Now’ from the Schedule Frequency & Period parameter to run the report. The report will be sent directly to your e-mail inbox.
What does the reporting columns mean?
This report offers two reporting levels: COT and Provider. The layout varies based on the selected level.
Reporting Level: COT
Reporting Level: COT
COT Number: Course of Treatment number - Clicking on the COT number opens a new browser tab which mirrors the patient's charting screen allowing you to see what treatment service codes has been charted
Working Provider: The provider that has charted the treatment. This is the associate carrying out the treatment plan
Invoice Payor Code: Payor code associated with the COT. A blank value signifies that no payor has been selected- the COT is private pay as you go.
Creation Date: The date the course of treatment was opened
Planned Date: The planned date specified on the course of treatment
Started Date: The date the treatment was started, determined by the completion date of the first service item within the COT
Completed Date: The date the Course of Treatment was completed, typically the date when the last service item was marked as completed (ticked as done)
Patient Code: The unique identifier for the patient associated with this Course of Treatment (COT). If a treatment plan is marked as inactive or deleted due to the patient being deleted, the Patient Code will display as UNKNOWN, and the Patient Name field will indicate that the patient record has been deleted
Name: Patient Name
Patient Payor Code: A blank value indicates that no payor has been set, meaning the patient is private and does not belong to any plan (e.g., NHS, Denplan)
Owning Provider: The patient's registered dentist listed on the patients record on your practice management software
COT Next Appt: The date of the next appointment associated with the specific course of treatment
Days to Next COT Appt: The number of days until the next appointment associated with the specific course of treatment
Patient Next Appt: The date of the next appointment that is not associated with any course of treatment
Patient Days to Next Appt: The number of days until the next appointment that is not associated with any course of treatment
# Treatment Items: The total number of service codes charted in the treatment plan
Treatment Plan Value: The total value of the treatment plan
Treatment Plan Patient Fee: The total amount of the COT chargeable to the patient
Invoiced Amt: The total Invoiced amount
Outstanding Amt: The fees from the COT that have not been invoiced
% Completed: The percentage of the total Treatment Plan Value that has been invoiced. Calculated as (Invoiced Amt / Treatment Plan Value) × 100
Reporting Level: Provider
Reporting Level: Provider
Practice: Name of Practice/Site
Working Provider: The Provider associated with COT
Number of COTs: The total number of COTs associated with each Provider. Clicking the count will open a new tab in the browser, displaying the Treatment Plans by Period Detail report with the corresponding COTs
Total Treatment Plan Value: The combined value of all Courses of Treatment (COTs) associated with the Provider
Treatment Plan Patient Fee: The total amount of the Course of Treatment (COT) charged directly to the patient. This amount may match the Treatment Plan Value or be lower if a portion of the cost is covered by a payor contribution
Invoiced Amt: The total amount of the Course of Treatment (COT) fees that have been invoiced to date
Outstanding Amt: The total amount of the Course of Treatment (COT) fees that remain to be invoiced
% Completed: The percentage of the Total Treatment Plan Value that has been invoiced. It is calculated by dividing the Invoiced Amount by the Total Treatment Plan Value and multiplying by 100
To download a copy of your report you can use the Export Data button to download a CSV spreadsheet.
You can use the Print button in the top right as needed.
To set up automation of the report you can use the Schedule Report button.