Clinical Reports in D4W

Clinical Reports in D4W

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A range of reports covering clinical notes audits, treatment incomplete and treatment plan status's.
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

Go to Location Management > Reports Tab​

Clinical Notes Log Audit

All notes in D4W/PSS can be audited. The audit will show the original state and current state of the notes, as well as who created and/or modified the notes.

Users must have their own username and password to correctly enter and track notes. If a password is shared, the notes will sit against that users name, legally. If no security is turned on notes, the audit will show as unknown.

Run the Report
  1. Go to Location Management > Reports tab
  2. Open Clinical Notes Log Audit
    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 or <Any Provider> 
    4. Show inactive providers and staff as well: Tick to include inactive Providers
    5. 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
    6. Include log audit for removed items: Tick to include details of items deleted
    7. Include log audit for removed invoices: Tick to include details of reversed invoices
    8. Click OK 

Report Details

Patient: The Card Number and Patient Name
Item: The item the notes are attached to
Date: The date the notes were added
Provider: The provider of the item the notes are attached to
Created By: The name of the D4W/PSS User that wrote the notes. If Unknown is shown, there is no security on writing clinical notes and therefore cannot be adequately tracked.
Updated By: If the original note has been updated, the details will be shown

Clinical Treatment Notes by Item

This report is used to view all clinical notes information relating to a specific item(s). 

Run the Report
  1. Go to Location Management > Reports tab
  2. Open the Clinical Treatment Notes by Item report
    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    

Report Details

Within the report, it is possible for those with security permission to edit/add to the notes. 

For Provider: The Provider  of the item which notes are attached to
Item: The item the notes are attached to
Patient: The Patient the item and notes are attached to
Card ID: The Patients' card number
Phone_Home: The Patients' home phone number
Phone_Work: The Patients' work phone number
Treated Date: The date of the item
Notes: The notes attached to the item. 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.

Run Report
  1. Go to Location Management > Reports tab
  2. Open No Quote/Planned Treatment Performed
    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
Date: The date of the item
Patient Name: The patient the item is attached to
Patient ID: The Card Number of the patient
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 entered in Treatment tab), 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
Run the Report
  1. Go to Location Management > Reports tab
  2. Open Treatment Incomplete Report
    1. Date: Select the period to base this report on
    2. Location: Select the location or <All> to base this report on, if applicable
    3. Providers: Select the Provider(s) to include in the report
    4. Show inactive providers as well: Tick to include inactive Providers
    5. Click OK

Report Details

Treatment Complete: 
      Y - Treatment is Completed box ticked
      N- Treatment is Completed box un-ticked
Treatment 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

When a Treatment Plan has been marked as Accepted, it will total on this report. 
Run the Report
  1. Go to Location Management > Reports tab
  2. Open Treatment Plan Acceptance Report
    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. Location: Select the location or <Any Location> if applicable
    4. Breakdown by Provider: Tick to break the report by Provider, when multiple are selected
    5. Providers: Select the Provider(s) to base the report on
    6. Show Inactive Providers: Tick to include inactive Providers
    7. Click OK

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

Treatment Plan Completion Report

When a Treatment Plan has been marked as Completed, it will appear on this report. 

Run the Report
  1. Go to Location Management > Reports tab
  2. Open Treatment Plan Completed Report
    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. Location: Select the location or <Any Location> if applicable
    4. Breakdown by Provider: Tick to break the report by Provider, when multiple are selected
    5. Providers: Select the Provider(s) to base the report on
    6. Show Inactive Providers: Tick to include inactive Providers
    7. Click OK

Report Details

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

Treatment Plan Status Report


A report detailing the current status of Treatment Plans. 

Run the Report
  1. Go to Location Management > Reports tab
  2. Open Treatment Plan Status report
    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 which 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. Plans to Show: 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. Show Details: Tick to show full details for each plan
    6. Grouping: Select how to group the plans
      1. Group by Provider
      2. Group by Plan Status
    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

Report Details
Created Date: The date the treatment plan was created
Last Updated Date: The last time the treatment plan was edited
Prv: The Provider assigned to the treatment plan
Patient: The patient associated with the treatment plan
Plan Value: The total value of the treatment plan
Outstanding Value: The total amount of incomplete items
Percentage Completed: The percentage of the treatment plan that is completed
Active Plan:
      Y: Treatment plan is marked as active
      N: Treatment plan is marked as inactive

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