Patient’s in Pre-treatment Estimate Phase
Reports > Admin Reports > Pre-Treatment Estimate Phase
Doctor: Select the specific doctor or type ALL to pull report for all doctors in your practice.
Start/End Date: Select the date range for the report.
Click Go to run the report.
This report will pull all patients with visits in the Pre-Treatment estimate phase and will show treatment date and total amount pending.
Reports > Admin Reports > Pre-Treatment Est > Sample Report Format