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Predetermination Report - Unscheduled Treatment Plans

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
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  • Providers: Filters the report by the patient
  • Offices: Filters the report by the office provide
  • 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
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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.
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