Run a Treatment Efficiency report to obtain a list of patients whose actual appliance removal date (found on the Findings page of the patient folder) is within the range of dates you specify. The report includes the patient's treatment months, number of emergency appointments, and number of total appointments kept throughout treatment, as well as financial data.
Maintain patient treatment dates - This report uses the Start Date and the Actual Appliance Removal Date, found on the Findings page of the patient folder to calculate the results. You must consistently update the Actual Appliance Removal date with the patient's deband date for the data in this report to be generated correctly. Note that you can trigger updating this date whenever a specific appointment procedure (such as "Deband") has be processed as Kept. See "Set Up Procedure List" for details.
Track emergency visits - This report considers appointments as "emergencies" only if the procedure type (not necessarily the procedure code or description) is set to "emergency" in your Procedure editor. If the report does not seem to be catching all of your emergency visits, be sure you have at least one procedure with the type of "emergency", and that you use that procedure when scheduling emergency visits. (See "Set Up Procedure List" for details .) In addition, emergency visits are not included on this report until the appointment has been processed as Kept.
Home ribbon bar > 
Reporting > Appointment > Treatment Efficiency > 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 Treatment Efficiency 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 appliance removal 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 calendar icon to select a date. Your selected date or date range will appear just under the report title when you view your report; if you select a date that is not “today,” this date will be different than the "run date" that appears in the report header.
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.
Report fields - A description of each field of the report is listed below:
Deband date - This is the Actual Appliance Removal date for this treatment phase, found on the Findings page of the patient folder.
Patient - This is the patient name, You can click the name to open the patient folder.
Treatment - This is the treatment phase for which the Actual Appliance Removal date falls within your selected date range. Note that patients may have other treatments still in progress, or treatment with other removal dates that are not included in this report.
Tx Months - This is the number of months the patient was in treatment for this phase, calculated from the Start date and the Actual Appliance Removal date for this treatment, as found on the Findings page of the patient folder.
Emerg. - This is the number of emergency visits (as determined by the appointment procedure type) that the patient kept at your office during this treatment.
Total - This is the total number of appointments, including emergency visits, that the patient kept at your office during this treatment.
Tx Fee - This is the sum of all contract amounts for this treatment.
Fee / Visit - This is the treatment fee amount divided by the total number of appointments kept at your office during this treatment.
Fee / Non-Emerg. Visit - This is the treatment fee amount divided by the number of appointments, less the number of emergency visits.
The bottom of the report includes an average for each report field.
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.
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