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Case Acceptance Report

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. You may choose to run the report for an individual doctor and/or office, or include all orthodontists and offices on the report. In addition to filtering kept appointments by procedure, you can choose a subgroup to further define the patients to include on the report.

note

Processed Appointments Required - You must process patient appointments regularly for this data to be accurate.

Run This Report

  1. Open the Report​

     - Home ribbon bar > Reporting section > Reporting > Appointment > Case Acceptance > 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 or form from your Recent Reports or Quick Reports list. See "Run Edge Cloud Reports" for details.

  2. Report Settings​

     - Select the options to use for choosing records and generating this report. Choose carefully, as your selections will affect which data is included in the report. (If the report settings panel is not visible, click the Show/Hide icon in the upper left corner of the Reporting window.)

    Date Range or Smart Date - Enter 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 calendar icon to select a date. You can also enable a Smart Date option to automatically calculate the dates for you. When a Smart Date is enabled, any dates you enter manually are ignored. 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.

    Procedure - Select one or more procedures (from your Appointment Procedure Types editor) to include on the report, or choose to include "All" procedures. Generally, only procedures that indicate a patient is ready to start treatment are included.

    Initial Sort Order - Choose how to sort the results when the report is first displayed on your screen. While viewing the report, you can click nearly any column heading to re-sort the data.

    Office - Choose to include only the records for a specific office, or include the records for all office locations in your practice.

    Orthodontist / Doctor - Choose to include only the records for a specific orthodontist / doctor, or include the records for all orthodontists in your practice.

  3. Subgroup - You can optionally choose a subgroup to use to narrow the records to include on the report. Only records that fit your selected subgroup as well as all other report settings will be included. If you use a subgroup, the report will display the name of your selected subgroup just under the report name, so you know which criteria was used to generate the results. See "Subgroup Editor" for details.about creating subgroups.

  4. 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.

  5. Manage Options and Output - With the results on your screen, you can choose the output with the toolbar at the top of the report window. See "Report Output Options" for details.

More Information

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, that information appears just under the report title so you know which criteria was used to generate the results.

Use Arrows to Re-Sort Report​

While viewing certain Edge Cloud reports, you can use the arrow beside certain column headings 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. (Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.)

Open the Patient Folder / Responsible Party Record​

While viewing some Edge Cloud reports, you can click a patient name or responsible party name to open that record. Not all Edge Cloud reports support this feature. If your cursor changes to look like a hand, the feature is available.