Specialty Ideas

Case Acceptance Report

We would like to be able to pull a report that dives into case acceptance.  

Consult / $$

Treatment planned / $$

Scheduled / next appointment date / $$

Total treatment completed to date / $$

% who scheduled / didn't schedule

% of completed treatment

The codes for consult may be fluid for some offices (0140, 0150, 0180, 9310, plus Canadian codes)

  • Janette Whittington (Certified Trainer)
  • Sep 20 2019
  • Future consideration
  • Attach files