How to Use the NHS Treatment Plans by Period Detail Report

This report provides a list of all NHS Treatment Plans (Courses of Treatment - COTs) within a specified date range.

This report is a valuable tool for analysing the status of COTs, whether they are completed or still in progress (with or without associated appointments). It provides key insights into clinical efficiency by tracking the creation, initiation, and completion of COTs. Additionally, the report includes a filtering option based on COT value, allowing for a more targeted analysis of different treatment types.

How to find NHS Treatment Plans by Period Detail Report

Drilldown from the NHS Treatment Plans by Period report
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📝 Please note: This report exclusively displays NHS Treatment Plans. For all other treatment plans, please refer to the Treatment Plans by Period Detail report available in the Patient & Clinical module.

Using the NHS Treatment Plans by Period Detail Report

Select start and end date.
Select Practice(s).
Select Provider(s).
Select Completed Type.
Select Create Report.

Completed Type: Select one of the eleven options (click here to view)

All: Displays all Treatment Plans

Created: This report displays all treatment plans that contain at least one service item and were created within the selected date range. It includes COTs with no service items ticked, those with some ticked service items, and fully completed COTs.

Started: This report displays all treatment plans, regardless of status, that were started within the selected date range. It includes COTs where at least one service item was ticked during the selected period. The data includes both completed and incomplete COTs.

Started Unbooked: This report displays "Started" Treatment Plans, as described above, that do not have any future appointments booked—either for the COT or for the patient in general.

Started Booked: Displays "Started" Treatment Plans, as described above, where at least one future appointment has been booked (either for the COT or any appointment for the patient).

Incomplete: Displays only Treatment Plans that are incomplete - some service items remain unfinished.

Incomplete booked: Displays only Treatment Plans that are incomplete, no planned date within the selected period, no appointment booked within the next 270 days.

Incomplete Booked: Displays only treatment plans that are not yet complete, have a planned date within the selected period, an appointment has been booked, and the patient is not 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 deleted treatment plans. Note that historically deleted treatment plans will not be shown, only those deleted on or after 1st December 2016.

Track Open COTs that include a specific Service Code

Enter one or more Service Codes to filter the data for COTs that include those specific codes. As you type, matching options will appear in a dropdown. This is especially useful for identifying treatments, like a planned crown, that haven’t been scheduled yet.

Track Open COTs Within a Selected Value Range

Total Treatment Plan Range: Filters results to show only COTs where the Treatment Plan Value is within a specified range. Choosing 'Any' will include all COTs, regardless of their value.

Invoiced Amount Range: Filters results to include only COTs where the Invoiced Amount falls within a defined range. Selecting 'Any' will include all COTs, no matter the invoiced amount.

Report Columns

This report offers two Reporting Levels: COT and Provider. The layout varies based on the selected Reporting Level.

Reporting Level: COT (click here to view)

COT Number: Clicking on the COT number opens a new browser tab displaying the Treatment Plans Detail.
Working Provider: The Provider associated (COT).
NHS Provider: The Provider (Performer) who will be awarded the UDAs (Units of Dental Activity), which may differ from the Working Provider actually performing the treatment. This can occur when a Therapist or another Provider carries out the treatment on behalf of the assigned performer.
Payor: Payor associated with the COT is NHS.
NHS Contract Number: The NHS contract associated with the COT.
UDA Rate £: The monetary value assigned per (UDA) in Pounds (£/UDA).
UDAs: Number of UDAs associated with the COT.
Creation Date: Date COT created
Planned Date: The planned date specified on COT.
Started Date: The date the COT) was started, determined by the completion date of the first service item within the COT.
Completed Date: Date of COT completion- typically the date when the last service item was marked as completed.
Patient Code: The unique identifier for the patient linked to this COT. If the treatment plan is marked as inactive or deleted due to the patient being deleted, the Patient Code will show as UNKNOWN, and the Patient Name field will note that the patient record has been deleted.
Patient Name: If the patient record cannot be found (e.g., if the patient has been deleted), the field will display ‘Unknown - poss DELETED pt’.
Owning Provider: The Provider Name/Code of the Dentist assigned to the patient. This Provider may not have completed any work on the patient.
COT Next Appt: The date of the next appointment associated with the specific COT.
COT Days to Next Appt: The number of days until the next appointment that is not associated with any COT.
Patient Next Appt: The date of the next appointment that is not associated with any COT.
Patient Days to Next Appt: The number of days until the next appointment that is not associated with any COT.
# Treatment Items: The total number of service items included in this COT.
Treatment Plan Value: The total value of the COT).
Treatment Plan Patient Fee: The total amount charged to the patient for the COT.
Invoiced Amt: The total fees from the COT that have been invoiced.
Outstanding Amt: The total amount of fees that remain uninvoiced.
% Completed:
For England & Wales: This represents the percentage of the total Treatment Plan Patient Fee that has been invoiced, calculated as: (Invoiced Amount / Treatment Plan Patient Fee) × 100.
For Scotland & Northern Ireland: For Scotland & Northern Ireland: This represents the percentage of the total Treatment Plan Value that has been invoiced, calculated as: (Invoiced Amount ÷ Treatment Plan Value) × 100.

Reporting Level: Provider (click here to view)

Practice: Practice name
Working Provider: The Provider associated (COT).
Number of COTs: The total number of Courses of Treatment (COTs) associated with each Provider. Clicking the count will open a new tab in the browser, displaying the NHS Treatment Plans by Period Detail report with the corresponding COTs.
Total Treatment Plan Value: The combined value of all COTs associated with the Provider
Total Treatment Plan Patient Fee: The total amount charged to the patient for the COT
Total Treatment Plan NHS Fee: For Scotland and Northern Ireland, this is the total value contributed by the NHS payor towards the Treatment Plan.
Invoiced Amt: The total value of fees invoiced to date.
Outstanding Amt: The total value of fees uninvoiced to date.

% Completed:
For England & Wales: This represents the percentage of the total Treatment Plan Patient Fee that has been invoiced, calculated as: (Invoiced Amount / Treatment Plan Patient Fee) × 100.
For Scotland & Northern Ireland: For Scotland & Northern Ireland: This represents the percentage of the total Treatment Plan Value that has been invoiced, calculated as: (Invoiced Amount ÷ Treatment Plan Value) × 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.