Treatment Plan Presentation Statistics Report
The Treatment Plan Presentation Statistics Report will show you the:
- Total number of treatment plans saved
- Total number of procedures that exist in both an active treatment plan and in those saved treatment plans
- Total number of procedures with a current status of scheduled or completed
- Gross totals (full fee) and net totals (fee minus write-offs, discounts, and adjustments) for presented plans and procedures
for any date range you specify. With the figures provided on this report, you can calculate your case acceptance rates and other essential metrics.
Presenters are set in the Edit Treatment Plan window for each treatment plan.
Users are automatically set based on who was logged into Practice-Web when the treatment plan was created.
Access to this report can be limited in Security settings.
Printing a Treatment Plan Presentation Statistics Report
To access the report, select "Reports" from the toolbar at the top of Practice-Web, then choose "Standard Reports." The main Reports window will open.
In the "Monthly" section, click on "Treatment Presentation Statistics." The "Treatment Plan Presentation Statistics" window will open.
- In the calendar on the top left, choose the first date of your reporting period.
- In the calendar on the top right, choose the last date of your reporting period.
- The "Users" section relates to the person who was logged in to Practice-Web when the treatment plan was created. Leave the checkmark set to "All" to get results for everyone or filter by selecting the names of your choosing.
- The "Clinics" section is only available to practices that have the Clinics feature enabled (Setup > Advanced Setup > Shoe Features). Leave the "All" checkbox checked to see totals for all clinics or filter by selecting specific clinics.
- Under Calculated Production, choose Gross Production or Net Production. Gross will show your full fees. Net will show your fees minus any discounts, adjustments, or write-offs.
- Under Oder Presented, choose whether you'd like to see them ordered by first or last presented.
- Under User Displayed, choose Presenter or Entry User. Note that this field can help you identify which team members have the best case acceptance rates or produce the most treatment, so that you can identify their strengths and use them to better the practice.
- When finished, click "ok." A "Presented Procedure Totals" report will generate.
In this example, we're looking at gross production figures. Therefore:
- GrossTPAmt = The total gross dollars involved in saved treatment plans for your selected dates.
- GrossSchedAmt = The total gross dollars involved in scheduled treatment from saved treatment plans for your selected dates.
- GrossCompAmt = The total gross dollars from completed treatment from saved treatment plans for your selected dates.
If you were looking at net production figures, the headings would say:
- NetTPAmt = The total gross dollars involved in saved treatment plans for your selected dates.
- NetSchedAmt = The total gross dollars involved in scheduled treatment from saved treatment plans for your selected dates.
- NetCompAmt = The total gross dollars from completed treatment from saved treatment plans for your selected dates.
Calculating Your Case Acceptance
A traditional case acceptance rate is determined by dividing your completed treatment dollars by your presented treatment dollars and then multiplying by 100 to get a percent. In the above example, that would be $20,272 / $359,290 x 100 = 5.64%.
This practice would have a case acceptance rate of 5.64%. The problem with this approach is that this report pulls treatment planned procedures from all saved treatment plans that exist in an active treatment plan. For example, if a patient has the option to do a bridge or an implant, and each is created as its own treatment plan and saved, both amounts would be represented in your report. If the patient then completes one option, the best case acceptance rate you can have is 50%. Therefore, your practice would need to remove all saved treatment plans except for the one the patient is actively using in order to get accurate figures.
To avoid this challenge, these are your options:
- Use the scheduled amount instead, and have a practice policy of scheduling all treatment the day it is accepted.
- Delete the declined procedures from your active treatment plan (this doesn't delete the saved treatment plan they're on so you can prove these options were presented but declined).
In any case, consistency is essential. Whichever method you use to calculate case acceptance, continue using the same method, so you're comparing the same figures each time and can get a clear picture of your practice's ongoing case acceptance rates.
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