Treatment Category Report

Run the Treatment Category report to review the list of responses you have available for inputting into the Findings page of your patient folders. The report includes all headings, categories, short responses, and long descriptions in your Treatment Findings editor.

Get Started

Set Up Findings Responses - Use the Treatment Findings editor to set up the categories and standard responses to enter into your patients' treatment findings records. You can select the categories that you want to import into the patient's Insurance detail page, choose categories that will prompt you to apply a treatment sequence when a response from that category is added to the patients' findings, and specify which categories allow you to type custom responses into patient records. See "Treatment Findings Editor" for details.

Run This Report

  1. Click to OpenOpen the Report - Home ribbon bar > Reporting section > Reporting > Table > Treatment Category Report > Run. (You can also use the Search field to find the report you want to work with.)You might also be able to run this report from your Recent Reports or Quick Reports list. See "Run Reports" for details.

  2. 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 continue with the printing options.

  3. 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 "Use Report Results" for details.

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