Revenue IQ for upcoming Treatment

Created by Emily McClendon, Modified on Wed, 31 Jan at 10:32 AM by Alyssa Elso

Make a report to see what type of treatment is scheduled in the near future.

There are other methods in Practice IQ to project production numbers for future appointments, but here is a way you can check for specific types of treatments scheduled.

An example might be to see how many Implant placements are scheduled over the next 3 months.  

In Revenue IQ under Treatment, a report will be generated for the specific implant service codes scheduled for this period.


 

The generated report will display a different date than the actual date of the appointment. To see the date, you must open the Patient Detail window by selecting the far right arrow. The appointment details can be seen under the Account/History tab.  


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