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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