NHS Payor with Private Treatments Created (Quotes) vs Started & Booked
To get a clearer view of compliance, financial health, and patient access balance.
Go to My Dashboards > Custom Dashboards > Treatment Tracker (Private).
Select Practice(s).
Click Create Dashboard.
Scroll down to see the NHS Payor with Private Treatments Created (Quotes) vs Started and Booked graph.
This report displays the number and total treatment plan value of treatments that are either Created, Started or 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.