The Unscheduled Treatment Plans Report displays treatment plans where predeterminations have been received, but do not yet have an appointment scheduled.
Unscheduled Treatment Plans - Filters
- Providers: This filter will narrow down the results to display information tied to the selected provider or providers.
- Offices: This filter will narrow down the results to results that apply to the selected Office reference.
- Procedure Start/End Date: Filters the report by the date range in which the procedure was posted.
- Procedure Start/End Date: Filters the report by the date range in which the procedure was posted.
Unscheduled Treatment Plans - Results
The report displays results in the following columns:
- Patient #: The first column displays the patient ID as displayed in the patient tab.
- Patient Name: The next column shows the patient's name (last name, first name).
- Code: This column displays the procedure code.
- Description: The Description column provides a description of the designated procedure.
- Proc. Fee: The next column provides the fee associated to the procedure.
- Proc. Date: Finally, the Proc. Date column provides the date the specified procedure was posted.