Treatment Finder Report  

The Treatment Finder Report can be used to find patients who have remaining insurance benefits.  It is often used at the end of the year to find patients who have slipped through the cracks. To find appointments that have been planned, but not scheduled, use the Planned Appointment Tracker.

In the Main Menu, click Reports.  In the Lists section, click Treatment Finder.

In the Treatment Finder list, all patients with insurance are listed, along with their preferred contact information, annual max, amount used/pending/remaining, current treatment plan estimate, and primary insurance carrier.  To filter the list, define criteria in the View area, then click Refresh to update the list.

• Include patients without insurance 
• Include patients with upcoming appointments
• Amount remaining over:  Filter the list to only include patients that have a specific amount of insurance remaining (Amt Rem). 
• TP Date Since:  Filter the list to only include patients who have a dated treatment plan after a specific date.
• Ins Month Start:  Filter the list by when a patient's insurance year begins.
• Provider:  Filter the list by patient primary Provider.
• Billing Type:  Filter the list by billing type.
• Code Range:  Filter the list to only include patients who have treatment planned for specific procedures.

To quickly go to a patient's Chart, double click on the patient row.
To quickly go to a patient's Family module, right click on the patient row, then click See Family.  You can also click the Go to Family button.
To quickly go to a patient's Account, right click on the patient row, then click See Account.  You can also click the Go to Account button.
To print the entire list, click Print List.

Print Patient Letters
Patient letter templates are defined in Sheets. 
1. Select the patients you want to send letters to. Press Ctrl and click to highlight multiple patients.
2. Click Letters Preview.
3. Select the patient letter template to use, then click OK.  A PDF preview of all letters will generate. 
4. Click File, Print or the printer icon to send the letters to the printer.

Export
Click Export to File to export a file (.txt or .xls) that can be merged or imported into another program.  Details for all patients listed in the Treatment Finder list will be exported.  Included will be their Pat Num, Last Name, First Name, Contact Method, Address, City, State, Zip, Annual Max, Amount Used, Amount Pending, Amount Remaing and Treatment Plan total.

Labels
Labels can generated one at a time, or by sheet.
Single labels: Select a patient, then click Single Labels to send the label directly to the printer.
By Sheet: Press Ctrl and click to select patients. Click Label Preview to generate a PDF preview of the labels. Click Print to send to the printer.