A range of reports covering clinical matters such as Treatment Plans, Treatment & Clinical Notes.

Exporting, emailing and printing options available for all reports

Links to 50+ other reports can be found at the bottom of this article thread.

Where to find the Reports page

Clinical Notes Log Audit

1. Double click to open the Clinical Notes Log Audit
2. Date: Select the period to base this report on
3. Location: Select the location or <Any Location > if applicable
4. Providers: Select the Provider or <Any Provider> 
5. Show inactive providers and staff as well: Tick to include inactive Providers
6. Show records produced by an unknown user: Tick to include records which do not indicate who completed the action due to no security being set
7. Include log audit for removed items: Tick to include details of items deleted
8. Include log audit for removed invoices: Tick to include details of reversed invoices
9. Click OK
   

1. Patient The Card Number and Patient Name
   
2. Item The item the notes are attached to
   
3. Date The date the notes were added
   
4. Provider The provider of the item the notes are attached to
   
5. Created By The name of the D4Web User that wrote the notes.
   
1.  If Unknown is shown, there is no security on writing clinical notes and therefore cannot be adequately tracked.
   
6. Updated By If the original note has been updated, the details will be shown.
   

Clinical Treatment Notes by Item

1. Double click to open the Clinical Treatment Notes by Item report
2. Report parameters:
   
1. Date: Select the period to base this report on
2. Location: Select the location to base this report on
3. Provider: Select the Provider or <Any Provider> 
4. Procedures: Select the items to base the report on
5. Show obsolete items as well: Tick to include items marked as obsolete since use
6. Show inactive providers as well: Tick to include inactive Providers
7. Click OK
   
   

1. For Provider: The Provider  of the item which notes are attached to
   
2. Item: The item the notes are attached to
   
3. Patient: The Patient the item and notes are attached to
   
4. Card ID: The Patients' card number
   
5. Phone_Home: The Patients' home phone number
   
6. Phone_Work: The Patients' work phone number
   
7. Treated Date: The date of the item
   
8. Notes: The notes attached to the item
   
1.  The notes can be edited provided the user has security permission to do so
   

No Quote/Planned Treatment Performed Report

The No Quote/Planned Treatment Performed report will show all patients that had items entered into Treatment that were not transferred from a Treatment Plan.

1. Double click to open the No Quote/Planned Treatment Performed report
2. Report Parameters:
   
1. Date: Select the period to base this report on
2. Location: Select the location or <Any Location > if applicable
3. Providers: Select the Provider(s) to include
4. Show inactive providers as well: Tick to include inactive Providers
5. Click OK
   
   

Report Details

1. Date: The date of the item
   
2. Patient Name: The patient the item is attached to
   
3. Patient ID: The Card Number of the patient
   
4. Treatment Items: The item attached to the patient which should have been Treatment Planned
   

Treatment Incomplete Report

The Treatment Incomplete report provides a list of patients with incomplete treatment and no future appointments.

The patients have to have treatment done previously (treatment items entered in Treatment page), and fit in one of the situations:

1. Treatment is completed box un-ticked in patient's file
2. Treatment is completed box ticked, but patient still has an active treatment plan

1. Treatment Complete: Y - Treatment is Completed box ticked /  N - Treatment is Completed box un-ticked 
2. Treat Plan Complete: Y - Treatment plan is completed /  N - Treatment plan is not completed /  No plan - No Treatment plan for the patient 
   

Treatment Plan Acceptance Report

1. Double click to open Treatment Plan Acceptance Report
2. Report Parameters:
   
1. Financial Year: Select to base on a Financial Year, and enter the year 
2. Calendar Year: Select to base on a Calendar Year, and enter the year
3. From: use the up/ down arrows to select year to commence
4. Location: Select the location or <Any Location> if applicable
5. Breakdown by Provider: Tick to break the report by Provider, when multiple are selected
6. Providers: Select the Provider(s) to base the report on
7. Show Inactive Providers: Tick to include inactive Providers
8. Click OK
   

Report Details

1. Acceptance Rate: The percentage of accepted treatment plans in that month
   
2. Total Plans Presented: The number of new treatment plans in the month
   
1. Treatment plans that were not marked as Presented but then marked as Accepted will be counted here
   

Treatment Plan Completion Report

1. Double click to open Treatment Plan Completed Report
2. Report Parameters:
1. Financial Year: Select to base on a Financial Year, and enter the year or
2. Calendar Year: Select to base on a Calendar Year, and enter the year
3. From: use the up/ down arrows to select year to commence
4. Location: Select the location or <Any Location> if applicable
5. Breakdown by Provider: Tick to break the report by Provider, when multiple are selected
6. Providers: Select the Provider(s) to base the report on
7. Show Inactive Providers as well: Tick to include inactive Providers
8. Click OK
   
   

1. Completion Rate: The percentage of treatment plans Accepted in that month that were also completed that month
   
2. Total Plans Accepted: The total number of treatment plans accepted in that month

Treatment Plan Status Report

1. Double click to open the Treatment Plan Status report
   
2. Report Parameters:
1. Date: Select the date range to base this report on
2. Location: Select the location or <All Locations> if applicable
3. Plan Status: Tick box to include in the report: 
1. None: Includes plans with no status
2. Presented: Includes plans marked as presented
3. Accepted: Includes plans marked as accepted
4. Rejected: Includes plans marked as rejected
5. Complete: Includes plans marked as completed
4. Shows: Select which plans to include: 
1. Show all Plans: Active and Inactive will be included
2. Show only Active Plans
3. Show only Inactive Plans
5. Group by: Select how to group the plans
1. Group by Provider
2. Group by Plan Status
6. Show Details: Tick to show full details for each plan
7. Providers: Select the Provider(s) to include in the report
8. Show inactive Providers as well: Tick to include inactive Providers
9. Click OK
   
   

1. Created Date: The date & time the treatment plan was created
   
2. Last Updated Date: The last time the treatment plan was edited
   
3. Prv: The Provider assigned to the treatment plan
   
4. Patient: The patient associated with the treatment plan
   
5. Plan Value: The total value of the treatment plan
   
6. Outstanding Value: The total amount of incomplete items
   
7. Percentage Completed: The percentage of the treatment plan that is completed
   
8. Active Plan: Y: Treatment plan is marked as active / N: Treatment plan is marked as inactive
   

Links to other Reports:

1. ​Automated reports in D4Web
   
2. BIM Reports
   
3. Financial Reports
   
4. Fees, items & Expense Reports (link coming soon)
5. Health Fund & Insurance Reports (link coming soon)