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Treatments Created (Quotes) Versus Started Booked -Help

How to use Treatments Created (Quotes) Versus Started Booked Data Tile

Written by Courtney Forrester
Updated over 10 months ago

Description

Displays the number and Total Treatment Plan Value of treatments that are either Created or Started Booked within the selected date range. This offers valuable insights into clinical efficiency and patient engagement, helping practices monitor conversion rates and identify areas for improvement.

  • Use the Treatment Plan Value Range parameter to filter treatments by specific value bands.

  • Use the Patient Payor parameter to filter by patient category type (e.g., Denplan, Private, Highland Plan, etc.).

Clicking on a graph plot opens a window displaying the relevant data for each practice. From this window, selecting a bar chart will open the Treatment Plans By Period Detail report, showing data broken down by Provider.


Definitions

  • ‘Created’ Treatments:
    All Courses of Treatment (COTs) with any status that contain at least one service item and were created within the selected date range. These may include:

    • COTs with no ticked items

    • COTs with some ticked items

    • Completed COTs

  • Value of ‘Created’ Treatments:
    The Total Treatment Plan Value of all 'Created' treatments within the selected date range.

  • Number of ‘Created’ Treatments:
    The count of all 'Created' treatments within the selected date range.

  • ‘Started Booked’ Treatments:
    COTs in which, during the reporting period:

    • At least one service item has been ticked

    • At least one future appointment (COT-related or general patient appointment) has been booked

  • Value of ‘Started Booked’ Treatments:
    The Total Treatment Plan Value of all 'Started Booked' treatments over the selected date range.

  • Number of ‘Started Booked’ Treatments:
    The count of all 'Started Booked' treatments over the selected date range.

Sources

MPC Treatment Plans By Period Detail report.

💡 Top tip:Rename this feature by clicking on the ‘pencil’ to the right of the title.

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