The NHS Treatment Plans by Period Detail report lists your NHS Treatment Plans (Courses of Treatment – COTs) within a chosen date range. Headline tiles and charts summarise plan numbers, UDAs and value, and the table lets you drill into each practice, provider and COT – right down to the individual treatment items.
Use it to see which COTs have been created, started or completed, and to find incomplete treatment that has not been booked.
How to Find the Report
Drill down from the NHS Treatment Plans by Period report.
Click through from the relevant Custom Dashboard feature tiles.
Select report under the NHS section of the Report Finder
📝 Please note: This report only shows NHS Treatment Plans. For all other treatment plans, use the Treatment Plans by Period Detail report in the Patient & Clinical section of Report Finder.
Setting Up the Report
Date Range – select a start and end date.
Practices – select one, several or all of your practices.
Providers – select one or more providers.
Reporting Level – choose COT (Detail) to list every Course of Treatment, or Provider (Summary) to see totals per provider.
Completed Type – choose which COTs to include (see below).
Service Codes – optionally limit the report to COTs that include specific service codes.
Total Plan Value and Invoiced Amount – optionally limit the report to COTs within a value band.
Click Create Report.
💡 Top tip: Use Reset Configuration to return all report settings to their defaults.
Completed Type options (click here to view)
Completed Type options (click here to view)
All: All treatment plans.
Created: Treatment plans containing at least one service item that were created within the date range. Includes COTs with no, some or all service items ticked.
Started: Treatment plans, completed or incomplete, where at least one service item was ticked during the date range.
Started Unbooked: Started treatment plans with no future appointment booked, either for the COT or for the patient in general.
Started Booked: Started treatment plans with at least one future appointment booked, either for the COT or for the patient.
Incomplete: Treatment plans where some service items remain unfinished.
Incomplete Unbooked: Incomplete treatment plans with no planned date within the selected period and no appointment booked within the next 270 days.
Incomplete Booked: Incomplete treatment plans with a planned date within the selected period, an appointment booked, and an active patient.
Completed: Treatment plans with all service items finished.
Inactive: Treatment plans marked as inactive, both completed and incomplete.
Deleted: Deleted treatment plans. Only plans deleted on or after 1st December 2016 are shown.
Track Open COTs that Include a Specific Service Code
Select one or more Service Codes to show only COTs that include those codes. This is useful for finding treatment such as a planned crown that hasn't been scheduled yet.
Track COTs Within a Value Range
Total Plan Value: Show only COTs whose plan value falls within the selected band (for example 0.001 to 35, 35.01 to 100, 100.01 to 384, or 384.0+). Choose Any value to include all COTs.
Invoiced Amount: Show only COTs whose invoiced amount falls within the selected band. Choose Any value to include all COTs.
Summary Tiles
Total Treatment Plans: The number of COTs included in the report.
Total Plan UDAs: The total UDAs across these COTs, with the total plan value shown in brackets.
Outstanding Plans: The number of COTs that are not yet complete.
Outstanding UDAs: The UDAs still outstanding, with the outstanding amount shown in brackets.
Charts
Plans by Status: A breakdown of the COTs in the report by status, for example Incomplete Unbooked.
Plan Value vs Invoiced: Compares total Plan Value (blue) with the amount Invoiced (green). Use the Practice / Provider toggle in the top right of the chart to switch between a practice and provider breakdown.
The Report Table
Table Tools
Search treatment plans: Search the table, for example for a patient or COT number.
Filter: Narrow the results by Practice, Working Provider or Status.
By Practice / All COTs: By Practice groups results into a section per practice. Each section header shows that practice's COTs, Plan Value, Invoiced, Outstanding and % Completed. All COTs shows every row in a single list.
Expand All / Collapse All: Open or close all practice sections at once.
Sort: Order the practice sections by Highest plan value, Highest outstanding or Alphabetical (A–Z).
Column Settings (COT level): Choose Compact, Normal or Comfortable view, or reset column widths.
Manage Columns (COT level): Show or hide columns. The button shows how many columns are visible (e.g. 18/25). Use Show All, Hide Optional or Reset to Defaults as needed.
A Summary row at the bottom shows the totals across all selected practices.
💡 Top tip: Click a column header to sort by that column, or drag a column by its handle to reorder it.
Reporting Level: COT (Detail) – columns (click here to view)
Reporting Level: COT (Detail) – columns (click here to view)
Shown by default:
COT Number: Click the COT number to expand the row and see the treatment items in that COT (see below).
Status: The COT status, e.g. Incomplete Unbooked.
Patient Name: Click the name to open the patient's record in your Practice Management Software. If the patient record can't be found (e.g. the patient has been deleted), this shows as 'Unknown - poss DELETED pt'.
Working Provider: The provider associated with the COT.
NHS Provider: The provider (performer) who will be awarded the UDAs. This may differ from the Working Provider, for example when a therapist carries out treatment on behalf of the performer.
Payor: The payor for the COT (NHS).
UDA Rate: The value per UDA (£/UDA).
UDAs: The number of UDAs for the COT.
Creation Date: The date the COT was created.
Planned Date: The planned date on the COT.
Completed Date: The date the COT was completed – typically when the last service item was marked complete.
Patient Code: The patient's unique code. Shows as UNKNOWN if the patient has been deleted.
# Items: The number of service items in the COT.
Plan Value: The total value of the COT.
Patient Fee: The total amount charged to the patient for the COT.
Invoiced: The fees from the COT that have been invoiced.
Outstanding: The fees that remain uninvoiced.
% Completed: For England & Wales, Invoiced ÷ Patient Fee × 100. For Scotland & Northern Ireland, Invoiced ÷ Plan Value × 100.
Optional columns (add through Manage Columns):
NHS Contract: The NHS contract associated with the COT.
Started Date: The date the first service item in the COT was completed.
Owning Provider: The dentist assigned to the patient, who may not have carried out any of the treatment.
COT Next Appt / Days To COT Appt: The date of, and days until, the next appointment linked to this COT.
Patient Next Appt / Days To Patient Appt: The date of, and days until, the patient's next appointment that isn't linked to a COT.
Viewing Treatment Items in a COT
At COT level, click a COT Number to expand the row and see each treatment item in that Course of Treatment, including the appointment, service code, description, value, invoiced amount and Inv %, patient charge, provider, planned and completed dates, UDAs and invoice.
📝 Please note: Item values are fee-schedule prices, while the COT's Plan Value is UDA-rated (UDAs × the contract UDA rate), so the item totals may not match the Plan Value.
Reporting Level: Provider (Summary) – columns (click here to view)
Reporting Level: Provider (Summary) – columns (click here to view)
Working Provider: The provider name and code.
UDAs: The total UDAs across the provider's COTs.
Number of COTs: The number of COTs for the provider. Click the number to view those COTs.
Plan Value: The combined value of the provider's COTs.
Patient Fee: The total amount charged to patients.
NHS Fee: The value contributed by the NHS towards the treatment plans.
Invoiced: The total fees invoiced to date.
Outstanding: The total fees not yet invoiced.
% Completed: Calculated as described for COT level.
Data Only, Print, Export and Schedule
Data Only: Turn on this toggle to hide the summary tiles and charts and show just the table.
Print: Print the report.
Export: Download the report as CSV, Excel or PDF.
Schedule: Automate delivery of this report.
💡 Top tip: Set Completed Type to Incomplete Unbooked and sort by Highest outstanding to see where the most unbooked NHS treatment value is sitting.