Finding the report:
You can access this report from the dropdown menu for Reports > Treatment Plan Reports in the main window of Denticon. Select the Treatment Plan Analysis option on the left side and select the relevant criteria before pressing Print/Preview to see the desired version of your report.
The definitions of the terms:
- Diagnosed (D) – All treatment plan procedures that are marked with Status “Diagnosed.” The procedures are not scheduled, and are not completed.
- Accepted (A) – All treatment plan procedures that are marked with Status “Accepted.” The procedures are not scheduled, and are not completed.
- Unaccepted (U) – All treatment plan procedures that are marked with Status “Unaccepted.” The procedures are not scheduled, and are not completed.
- Hold (H) – All treatment plan procedures that are marked with Status “Hold.” The procedures are not scheduled, and are not completed.
- Alternative (L) – All treatment plan procedures that are marked with Status “Alternative.” The procedures are not scheduled, and are not completed.
- Pre-Auth Sent (PS) – All treatment plan procedures with pre status = Pre-Auth Sent. The procedures are not scheduled, and are not completed. The procedures may have any status(D/A/U/H/L).
- Pre-Auth Closed (PC) – All treatment plan procedures with pre status = Pre-Auth Closed. The procedures are not scheduled, and are not completed. The procedures may have any status(D/A/U/H/L).
- Scheduled (S) – All Scheduled treatment plan procedures. The procedures may also be Completed. The procedures may have any status from the singular selections categories (D/A/U/H/L) but once this status is applied, the singular selection status will no longer be counted and it will only be counted as either Scheduled, Completed, or both.
- Completed (C) – All Completed treatment plan procedures. The procedures may also be Scheduled. The procedures may have any status from the singular selections categories (D/A/U/H/L) but once this status is applied, the singular selection status will no longer be counted and it will only be counted as either Scheduled, Completed, or both.
All the treatment plans procedures that are marked with the first five statuses are exclusive (Diagnosed, Accepted, Unaccepted, Hold, Alternative). That means: a treatment plan cannot be classified in more than one of above indicated statuses. A treatment planned procedure can be assigned only one status.
The example of the terms:
Here a procedure was marked as Accepted (a singular selection status) as well as Scheduled. Now that the procedure is marked as Scheduled, the report will stop marking it as Accepted. If in the future the procedure is also marked as completed, the report will continue to show it was Scheduled as well, so long as the Scheduled box remains checked.
Parts of the report:
The information provided in the upper portion of the report provides the total number of applicable procedures in the “Count” column. The “Amount” column indicates the total financial value for the total of the applicable procedures. The information provided in the lower portion of the report (Percentage section) indicates the percentage values with respect to the descriptions shown in the top portion of the report.
Reading the Percentage section:
The way to understand the Percentage section of the report lies within the titles of each of the fields. Each field will list the Numerator of the report before the Denominator. An example of using this formula to calculate the percentage is as follows:
- [Comparison Statement from Percentage Section] = ([Numerator] / [Denominator]) * 100 (percentage)
- Completed to Scheduled = (Completed Treatment / Scheduled Treatment ) * 100
- Completed to Scheduled = (124 / 26) * 100
- Completed to Scheduled = 4.7692~ * 100
- Completed to Scheduled = 476.92%
Understanding percentages over 100%:
In context of the formula, the percentage can make sense if you understand the field values. Each of the Categories for Treatments (Diagnosed, Accepted, Scheduled, Completed, etc.) is a status in the Treatment Plan. Most of these field will list the Numerator is always listed before the Denominator in this report so you can always understand each line of the Percentage fields by reading them in the place of the fields in the equation above.
In the provided example, when the office has appointments with Completed Treatments that were not first marked as Scheduled, the calculation of the Completed to Scheduled field was much larger 100%. This can explain that the team has been adding to the Treatment Plan and then posting the Treatments out directly without first marking as Scheduled on the Treatment Plan or attaching to an Appointment.
In summation, this is not a percentage of 'completeness' but a value comparison. When you have percentages over 100%, they are communicating that more of the first value listed was performed more than the second and by what factor the first value exceeded the second.
In our example calculation, the office has approximately 4.7x the number of Completed Treatments than Scheduled Treatments. This would signal that the office may want to review their workflows to ensure that Treatment Plans are being posted correctly to Appointments before posting to prevent backtracking.
Article Version 1.2 2026.8.31