Track Patient Starts

There is more than one way to track treatment starts in Tops Ortho. Take a look!

From the Transactions of Type This Month Report

This report is useful if you would like to see the names of the patients who started treatment and the amounts generated in production.

1. Go to Reports > Transactions of Type This Month.
2. In the first dropdown menu, select Initial Fee.
3. Change the Doctor and Office filters if needed.
4. Enter your date range manually or select a time frame from the dropdown menu.
5. Click on Run Report.

6. The report that generates will show the patient names, Production and Fee amounts, as well as the Production and Fee totals for the time frame you selected.

From the D7 Patient Care Tracking Report

1. Go to Matrix > D7 Patient Care Tracking.
2. From the dropdown menu on the top left of the report, select Case Starts...

3. Enter your desired date range in the calendar windows that display. Click Use Selected Date Range.

4. On the top right, refresh the Doctors, Tx Coordinators and Location filters by clicking off of your desired filter and back on it. For example, if you want to see starts for your Main Street office, click off of that office and back on it.
5. The report that generates will show you everyone who had a start date recorded in Tops Ortho for the date range you entered.
6. Use the headings to group your starts by:
   1. Financial Status
   2. Dental Classification
   3. Tx Status
   4. Tx Disposition
   5. Tx Phase
   6. Tx Method
   7. Age
   8. Contract Total, and more!