Run a Case Acceptance report to monitor your patients' monthly kept start procedures as they progress into treatment. The report includes prior and next appointment details for patients who have kept an appointment for the procedures you specify during any range of dates. Details include the kept appointment procedure, length, date and time, the patient name, and the next appointment or recall date and procedure. In addition to filtering kept appointments by procedure, you can choose a subgroup to further define the patients to include on the report.
Home ribbon bar > 
Reporting > Appointment > Case Acceptance > Run. (You can also search for the report you want to work with.)
Click Reporting from the Reporting section of the Home ribbon bar.
If needed, expand the Appointment reports section, and select the Case Acceptance report. Then click Run.
You might also be able to run this report or form from your Recent Reports or Quick Reports list.
Select the options to use for choosing records and generating this report or form. Choose carefully, as your selections will affect which patients are included in the report.
Start / End Dates - Choose the range of dates to include on this report, or select a single date for both the Start Date and End Date fields to run the report for an individual date. You can type a date in the fields, or click the 
Last Month option to run the report for the prior month, without entering specific dates.
Procedure(s) - Select to include individual appointment procedures, or choose All Procedures to include all appointment procedures on the report. Generally, only procedures that indicate a patient is ready to start treatment are included.
Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.
Orthodontist - Choose to include only the records for a specific orthodontist, or include the records for All orthodontists in your practice.
Subgroup - Select the subgroup to use when generating this report or form. Only records that fit your selected subgroup as well as all other report parameters will be included.
View Results - If needed, click View at the top of the report settings panel to view the results on your screen. When you run a report or form from your Recent Report list, or when you run a Quick Report, the initial results are sent to your screen immediately, with one exception: A Quick Report that has the Print Only option enabled will not show your results on the screen at all, but prompt you for the printer to use.
Report Title & Header - Whether you view the report on your screen or print it, the report title and run date appear in the header of each report page. If you used subgrouping or other report options, the subgroup description appears just under the report title so you know which criteria was used to generate the results.
Use Arrows to Re-sort Report - Click the up / down arrow to the right of a column heading to re-sort the report according to that column’s criteria. Click the arrows a second time to sort that column in reverse order, or click the arrows beside a different column to change the sort order again.
Open Patient Folder - While viewing the report, you can click a patient name that appears on the report to open that patient folder.
Manage Options and Output - With the results on your screen, you can choose different report settings from the left side of the screen and click View again to obtain different results. In addition, you can manage the output with the toolbar at the top of the report window. See "Navigate, Print, & Export Report Results" for details. In addition, reports can either be printed, or exported as an image or PDF file.
│
Ortho2.com │1107 Buckeye Avenue │ Ames, Iowa 50010 │ Sales: (800) 678-4644 │ Support: (800) 346-4504 │ Contact Us
Remote Support │Email Support │New Customer Care │ Online Help Ver. 8/3/2015
