How to run the 'Completed but not closed' report
Navigate to your 'Reports' menu and scroll down to the 'Treatment' section where you can click on the 'Completed but not closed' report.
The report will automatically set your filters to look for those treatments which have all items complete but the treatment is still sitting on the patients 'Chart' screen.
Use the filters to choose your location and timeframe on the left hand side.
You can work your way through the list completing these treatments.
You can click on the patients name or the treatment plan number to jump straight to that location in Dentally.
Alternatively once you have filtered your list and checked all the treatment plans on it, you can use the 'Complete unfinished treatment plans' button in the top right to complete these courses in bulk.
🚨 Important: This is an irreversible action so please make sure you have checked all the courses showing on your report before using this button.
Why should I use the completed but closed report?
Keeping on top of your completed courses of treatment and making sure they are closed is paramount to an organised and up to date system.
Using the completed but not closed report is ideal for keeping track of private, planned and even NHS treatments that have no further appointments.
Closing your completed courses of treatment, or getting rid of those that are no longer needed, is important not only for housekeeping purposes, but to guarantee accurate reporting of completed treatments.