This report displays a list of treatment plans with this specific data.
Utilize it to its potential and stay up-to-date on details such as total approved, total remaining and which specific product/services have quantity left, filterable by Patient, Treatment Plan status, Clinic and/or insurance company.
Where is it?
Start by navigating to 
Reports.
Under the Statistics heading, select Treatment Plan .
Enter in the details
Complete the Report Parameters in the available fields.
Parameters Explained
Click here for more about what each field represents.
Patient |
Individualize the report or leave blank for all |
| Start/End date | Enter the date range for the report |
| Status | Filter by the status of the treatment plan |
| Clinic | Filter by clinic |
| Insurance Company | Filter by Insurance Company |
Report Sample:
Click on the image to view a larger sample of the excel output.
Columns & Calculations
Click here for more about what each field represents.
- Treatment Plan (Name & #)
- Document # (HCAI-provided, post-submission)
- Patient Name
- Date Submitted
- Current Status
- Approved (Amounts Approved from HCAI)
- Coverage Used (Approved amounts used so far)
- Coverage Remaining (Approved amount available)
- Items Remaining (Product/Services on the Plan)
- Qty Remaining (# of Qty left of each product/service)