Reports

You can create clinic reports and patient reports.

Generate a Clinic Report

From the clinic overview, you can print or save the following types of reports:

Practice Tasks: identifies all upcoming tasks.
Attention Needed Report: identifies tasks needing immediate attention.
Bracket Template: use to double-check the brackets you selected for a bracket set or document the templates approved in your office.

To generate a clinic report:

On the clinic overview, click Reports.
From the drop-down menu, select the report you want to view.
Result: A filter dialog box opens.
Complete the filter information, and then click Apply.
Result: The report, PDF format, opens in a new web browser tab or (depending on your Web browser and its settings) is available in your Downloads directory.
When you have finished working with the report, click the x in the tab to close the report page.

Generate a Patient Report

The patient overview has a Reports drop-down menu on the right-half of the page under the elapsed treatment time. Click to display a list of reports available for the patient. The list of reports varies according to the case type selected for the patient. The below table lists all patient reports, what is included in each report, and the typical uses for each report.

To generate a patient report:

Open the patient record for which you want to run the report
From the patient overview, click Reports and then select the report you want to generate.
If a filter dialog opens, complete the information and then click Apply.
Result: The report, PDF format, opens in a new web browser tab or (depending on your Web browser and its settings) is available in your Downloads directory.

List of Patient Reports

Patient Report	What's Included	Typical Use
Patient Initial Report	Initial photos Initial models	Archival - patient file
Patient Progress Report	Most recent photos, x-rays, and models Previous models	GP progress update Specialist referral Archival - patient file
Patient Final Report	Final photos Diagnostic or therapeutic model Final models	GP progress update Specialist referral Archival - patient file
Patient Treatment Timeline Report	List of treatment timeline events showing: Event (i.e., bonding appt., therapeutic scan, setup approval, debond appointment, etc.) Current type (actual or estimated Due date Overdue (yes or no) Most recent models Previous models	GP progress update Archival - patient file Research Case studies / presentations
Patient X-Ray Report	All available x-rays (choose the image set you want for the report)	Specialist referral
Patient Photo Report	All available photos (choose the image set you want for the report)	Specialist referral
Patient Photo / X-ray Report	All available photos & x-rays (choose the image set you want for the report)	Specialist referral
Patient Bracket Report	Listed by arch: Bracket description CBCT approved (Y/N) Slot size different from other brackets	Archival - patient file Research Patient transfers
Patient Referring Clinician Report	Most recent photos Most recent x-trays Diagnostic or therapeutic model List of treatment timeline events showing: Name of Event (i.e., bonding apt, therapeutic scan, setup approval, debond appointment, etc.) Current type (actual or estimated Due date Overdue (yes or no)	GP or specialist progress update
Patient Referring Clinician II Report	Most recent photos Diagnostic or therapeutic model Final model	GP or specialist progress update
Patient IPR Report	Tooth chart showing which teeth have attachments and where IPR is applied Wire history Wire name Type Order date Received date Date inserted	Chairside aid when performing IPR or inserting wires
Patient Study Model Report	Study models	Archival - patient file Research
Patient Pre-Bonded Bracket with IPR Report	Tooth Chart with pre-bonded (simulated) brackets shown Interproximal reduction table for current plan showing only pre-bonded brackets and IPR after the IDB was ordered or model exported	Chairside aid when bonding brackets (DB or IDB)
Patient Bracket Voids Report	Lists all brackets with large (> 0.4 mm) voids under pads	Chairside aid when loading IDB trays
Patient Aligner Report	Indicates attachment placement, attachment removal and IPR associated with aligners.	Chairside aid when performing IPR or inserting aligners