This report shows entries for all NHS Treatment Plans (i.e. COTs - Course Of Treatments) that are relevant for a given date range. It shows where multiple providers have worked on a single NHS COT (e.g. Dentist/Therapist).
When report created, Treatment Plans will be shown for the selected practices. Completed treatment plans are included if their completed date is in the date range and incomplete treatment plans are included if their planned date is in the date range.
This report only shows 'NHS' Treatment Plans.
This report has two Reporting Levels – COT Summary & COT Detail. The report layout varies depending on which Reporting Level is chosen:
Reporting Level: COT Summary
Reporting Level: COT Summary
This shows one line per COT relevant to the period and parameters chosen
COT Number: : The unique Course Of Treatment reference number. Clicking on the COT number will open a new tab in the browser showing the Treatment Plans Detail
Number of Working Providers: This will show the number of Working Providers (performers) that have contributed to this COT
UDAs: Total number of UDAs Associated with the COT
COT UDA Status: This shows the NHS COT UDA claim status, e.g. Planned, TC, Transmitted, Confirmed or Disputed
Working Providers: The names of all the Providers that have contributed to the COT, comma separated
Working Provider Codes: The codes of all the Providers that have contributed to the COT, comma separated
Working Provider Roles: The roles (Dentist, Therapist, etc) of all the Providers that have contributed to the COT, comma separated
NHS Provider: The name of the Provider who will be awarded the UDAs or NHS benefits by the NHS Board
NHS Provider Code: The code of the Provider who will be awarded the UDAs or NHS benefits by the NHS Board
NHS Contract Number: Associated NHS Contract Number
Patient Code: The unique patient code for this COT. In some cases, e.g. where a treatment plan has been marked as inactive or deleted, it's possible that the patient for this COT has been deleted. In this case, the patient code field shows *UNKNOWN*, and the Patient Name field indicates the patient record may have been deleted
Completed Date: The date of completion for the COT, usually the date that the last service item was completed (ticked as done)
Invoiced Amount: This shows the total amount of the COT fees that have been invoiced
Amount Paid: The part of Invoice Amount that has been allocated. Fully paid invoices will show the whole Invoice Amount in this field
Reporting Level: COT Detail
Reporting Level: COT Detail
This shows one line per service item within the COTs relevant to the period and parameters chosen. Some of the fields at this level are at the level of the COT - e.g. Number of Working Providers, UDAs. Care should be taken when exporting this level to avoid double counting these fields.
COT Number: : The unique Course Of Treatment reference number. Clicking on the COT number will open a new tab in the browser showing the Treatment Plans Detail
Number of Working Providers: This will show the number of Working Providers (performers) that have contributed to this COT
UDAs: Total number of UDAs Associated with the COT
COT UDA Status: This shows the NHS COT UDA claim status, e.g. Planned, TC, Transmitted, Confirmed or Disputed
Working Provider: The names of all the Provider that worked on this service item
Working Provider Code: The codes of all the Provider that worked on this service item
Working Provider Role: The roles (Dentist, Therapist, etc) of all the Provider that worked on this service item
NHS Provider: The name of the Provider who will be awarded the UDAs or NHS benefits by the NHS Board
NHS Provider Code: The code of the Provider who will be awarded the UDAs or NHS benefits by the NHS Board
NHS Contract Number: Associated NHS Contract Number
Patient Code: The unique patient code for this COT. In some cases, e.g. where a treatment plan has been marked as inactive or deleted, it's possible that the patient for this COT has been deleted. In this case, the patient code field shows *UNKNOWN*, and the Patient Name field indicates the patient record may have been deleted
Appt Number: The date of completion for the COT, usually the date that the last service item was completed (ticked as done)
Planned Date: The planned date specified for this service item
Completed Date: The date of completion for this service item, which is usually the date the item was ticked as done, or charged through
Category: The invoice billing category for this service item, e.g. Examinations, Crown Services
Item Code: The service code of this item, e.g. EXAM, S/P
Item Description: Description of this service item, e.g. Examination, Scale and Polish
Item Value: The value/fee from this service item. The total at the bottom of this column represents the value for the whole COT
Invoice Number: The date of completion for the COT, usually the date that the last service item was completed (ticked as done)
Invoiced Amount: Where the service item has been charged, the invoice line item amount for this service item
The results of these reports can easily be exported to CSV format, using the 'Export Data' button, and this data analysed further (e.g. using Excel). Additional fields included in the CSV export are:
The Report Parameters
The Report Parameters
The report parameters are:
Start Date: The start date of the reporting period
End Date: The end date of the reporting period
Practices: allows selection of all or specific practices within the practice group
Providers: allow selection of all or specific dentists (providers). Selecting specific providers here will filter the results to only show COTs where one of the service items has been worked on by one of these providers
Completed Type:
All: Both complete and incomplete treatment plans will be shown
Incomplete: Only incomplete treatment plans will be shown - some service items are not yet completed
Incomplete Unbooked Only treatment plans which are not yet complete and whose planned date falls within this period, no appointment has been booked within the next 270 days and the patient is not inactive, will be shown
Incomplete Booked Only treatment plans not yet complete and whose planned date falls within this period, and the appointment has been booked and the patient is not inactive, will be shown
Completed: Only completed treatment plans will be shown - all service items are completed
Inactive: : Only treatment plans marked as inactive will be shown. This can include both completed & incomplete treatment plans
Deleted: Only deleted treatment plans will be shown. Note that currently, historically deleted treatment plans will not show here, only treatment plans deleted on/after 1st Dec 2016, due to the current mechanism used to identify deleted treatment plans
COT UDA Status:
All: COTs within the date range with any UDA status will be included
Blank: COTs not on an NHS UDA schedule
Planned: COTs which are open/in progress
TC: COTs which have been marked as Treatment Complete (TC)
Transmitted: COTs transmitted to the NHS Board but schedule not yet processed
Confirmed: COTs transmitted to the NHS Board, schedule processed, values agree/accepted
Disputed: COTs transmitted to the NHS Board, schedule processed, values do not agree/disputed
Search for Service Codes: Enter one or multiple Service Codes so as to refine the data shown to only those COTs that contain these codes. Start typing and options containing matching text will be shown, then click as appropriate from the drop down list. This feature is very powerful as you can identify specific outstanding treatments not booked e.g. a crown that has been planned but no appointment has been created
Number of Working Providers:
All: COTs with single or multiple working providers are included
Only Single Provider COTs: COTs where there was only a single working provider
Only Joint Collaboration COTs: COTs where there were multiple working providers
Payment Type:
All Invoices: No additional filtering - COTs with any invoices will be included, regardless of paid (allocated) status
Unpaid Invoices: Only COTs which have some invoices with a zero Amount Paid will be included (i.e. no allocations)
Paid Invoices: Only COTs which have some invoices with a full Amount Paid will be included (i.e. fully allocated)
Part Paid Invoices: Only COTs which have some invoices with an Amount Paid value less than Invoice Amount will be included (i.e. partially but not fully allocated)
Unpaid and Part Paid Invoices: Combination of the options Unpaid Invoices and Part Paid Invoices
Reporting Level:
COT Summary: Sets the reporting level to COT Summary - one row per COT
COT Detail: Sets the reporting level to COT Detail - one row per service item