This report provides analytics on NHS Treatment Plans (COTs) by practice or provider over selected time period (daily, weekly, monthly). It displays selected data items for chosen practices.
Select start and end date.
Select Practice(s).
Select Treatment Plan Items.
Select Summary Level.
Select Daily, Weekly, Monthly Report.
Select Create Report.
You can select the specific Treatment Plan Items from the list below
Treatment Plan Items (click here to view)
Treatment Plan Items (click here to view)
Completed Treatment Plans: The number of treatment plans marked as complete within the selected period. The completion date is typically the date when the last treatment item was marked as completed in the Patient Management Software (PMS) chart.
Completed Treatment Plan Value: The total value of completed treatment plans within the selected period. Each treatment plan's value is the sum of all fees from its individual service items.
Incomplete Treatment Plans: The number of treatment plans that are not yet complete and have a planned date within the selected period.
Incomplete Treatment Plan Value: The total value of treatment plans that are not yet complete and have a planned date within the selected period.
Inactive Treatment Plans: The number of treatment plans marked as 'inactive' in the Patient Management Software (PMS) with either a planned or completed date within the selected period. Both completed and incomplete treatment plans can be marked as inactive.
Inactive Treatment Plan Value: The total value of treatment plans marked as 'inactive' in the Patient Management Software (PMS) with a planned or completed date within the selected period.
Deleted Treatment Plans: The number of treatment plans deleted in the Patient Management Software (PMS) with a planned or completed date within the selected period. Note that only treatment plans deleted on or after December 1st, 2016, are included, due to the current mechanism for identifying deleted treatment plans.
Deleted Treatment Plan Value: The total value of treatment plans deleted in the Patient Management Software (PMS) with a planned or completed date within the selected period.
Incomplete Treatment Plans, Appointment Booked: The number of treatment plans that are not yet complete, have a planned date within the selected period, and for which an appointment has been booked, with the patient not marked as inactive.
Incomplete Treatment Plan Value, Appointment Booked: The total value of treatment plans that are not yet complete, have a planned date within the selected period, and for which an appointment has been booked, with the patient not marked as inactive.
Incomplete Treatment Plans, No Appointment Booked: The number of treatment plans that are not yet complete, have no appointment booked within the next 270 days, and the patient is not marked as inactive
Incomplete Treatment Plan Value, No Appointment Booked: The total value of treatment plans that are not yet complete, have no appointment booked within the next 270 days, and the patient is not marked as inactive
Summary level
The 'Choose Treatment Plan Items' list displays values based on the selected 'Summary Level'—either overall practice totals or provider-specific details. The report can show a high-level summary across practices or a detailed breakdown by provider.
All Practices: This option displays one row per analytic item, representing the total for all selected practices. For example, if two practices are selected, the 'Completed Treatment Plans' row will show the total number of completed treatment plans across both practices for each period
Practice: This option breaks down the results by individual practice. If only one treatment plan item is selected, there will be one row per practice, providing a clear overview across multiple practices
Provider: This option shows results by both practice and treatment plan provider. Note that multiple providers may contribute to the service items within a single treatment plan, but the provider shown here is the one associated with the treatment plan as a whole (i.e., the 'COT provider')
💡 Top tip:
Scroll right to view full report.
Click on blue numbers to drilldown into COT details - clicking on this will open the Treatment Plans By Period Detail report in a new tab
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.