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Generate Ortho Case Report

Namitha Elizabeth Smart
  • Updated
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The Ortho Cases report allows users to keep track of the Ortho Cases created within the system.

It gives you detailed information about each ortho case such as the treatment start and end date, patient information, expected number of visits, billing frequency, expected production, and status.

Use Cases

  • Keep track of ortho cases created within the system.
  • Analyze ortho cases to explore patient and insurance contributions, the most frequently used treatment codes, etc.
  • Filter by providers to list ortho cases against specific providers

Let's get started!

  • Navigate to the System Menu > select Operational Reports under Insights.
  • Click the + icon on the left or the Generate Report button on the right for the chosen report.

Explore below to learn more about the desired views, filter criteria, and results.

Let's explore the filters:

No Filters Description
1 Date As*

Choose whether to run this report by the following options :

  • Treatment Start Date
  • Banding Date

*By default, it will be set to Treatment Start Date
2 Date Range*

Select a date range to focus the report on.

*By default, the date range will be for the current day.
3 Treatment Location*

Focus the report based on the location the codes were completed in. The user can select a maximum of up to 10 locations (On-screen generation limit). 

*By default, the location will be the user’s default location.
4 Treatment Provider* Choose whether to focus the report on by the selected provider(s).
5 Treatment Code Choose whether to focus the report only on the selected procedure code(s)
6 Periodic Billing Code Choose whether to focus the report only on the selected periodic billing code assigned against ortho cases
7 Status Choose whether to focus the report on selected Ortho Case statuses
8 Patient Flag Choose to focus the report based on the patients with the selected patient flags.
9 Patient Choose to focus the report based on the selected patients.
10 Total Amount*

Filter the report by the total amount of the ortho cases. Specify whether to generate data based on Individual Outstanding amount of "less than" "greater than" "equal to" (and so on) than your specified dollar amount. 

*By default, not equal to $0 is selected.
11 Columns*

Choose the columns you wish to see in this report.

*By default, all the columns will be selected.

Once you have selected the desired filters, click on the Generate button to generate your on-screen report or Download Report As button to download your report.

Generation/Download Criteria

  • Due to data volume, reports with more than 5 Treatment Locations or a date range exceeding 1 Year will not be generated on-screen.
  • Reports meeting these criteria will be accessible in the Scheduled Downloads section.

Result 

Now, let's take a look at the result of Ortho Case Report.

  • Treatment Start Date: The date the treatment is started(the treatment start date of the Ortho Case).
  • Treatment End Date: The date the ortho treatment was completed/is projected to end(the treatment end date of the Ortho Case).
  • Banding Date: The date the banding for the ortho treatment was completed/is projected to be done.
  • Patient ID: The system-assigned number that is used to identify the patient and their records. On clicking on the Patient ID, the user will be taken to the specific Ortho Case of the patient.
  • Patient Name: The name of the patient.
  • Case Name: The name assigned to the Ortho Case.
  • Treatment Provider: The short name of the provider assigned to the Ortho Case.
  • Treatment Location: The short name of the location where the ortho treatment is completed, or is expected to take place.
  • Expected No of Visits: The number of visits associated with the Ortho Case.
  • Treatment Code: The procedure code added as the Treatment Code for the Ortho Case.
  • Periodic Billing Code: The procedure code that is billed for each interval.
  • Billing Interval: The interval at which the periodic billing code is charged.
  • First Periodic Billing Date: The date on which the first periodic billing code is charged.
  • Patient Amount: The total patient amount expected to be paid for the treatment.
  • Insurance Amount: The total insurance amount expected to be paid for the treatment.
  • Total Amount: The total expected payment for the ortho treatment, combining the patient and insurance amounts.
  • Notes: Any notes added to the Ortho Case.
  • Status: The current status of the Ortho Case.

Click on the blue-colored entries to view more information on the corresponding entry.

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If users in your practice cannot use this report, please ensure that the relevant permissions are enabled.

To enable Permissions for the Ortho Case Report:

  • Navigate to the System Menu > Practice Settings > Administration > Profiles.
  • Click Manage Permissions for the intended profile.
  • Select Insights.
  • Select the Generate Ortho Case Report option under Operational Reports to enable the permission.
  • Click Save.
  • On the Confirm Action modal that appears, click Yes to proceed.
  • A toast notification appears on the top right stating, 'Profile updated successfully'.

Practices can use this comprehensive guide to efficiently generate reports, explore various use cases, and apply the necessary filter criteria to generate the desired report. Following this guide will help you create reports quickly, understand the different views available, and customize reports to meet specific needs.

Click here to explore the complete list of permissions and their descriptions.

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