Treatment Plan Acceptance vs Patient Acceptance

Created by Emily McClendon, Modified on Wed, 31 Jan at 11:41 AM by Alyssa Elso

What is the difference between these two numbers? 

A treatment is Accepted when it is scheduled or has been already completed.  

Treatment Plan Acceptance percentage is the total dollar amount of all treatment plans accepted divided by the total dollar amount of all treatment plans created in the same time period. 

  • If a patient is diagnosed with 2 crowns and scheduled for one, then there would be 50% Treatment Acceptance.   If the patient schedules for the rest of the treatment in the future the Treatment Acceptance rate will show an increase for the time period the treatment plan was created, not the month the patient scheduled. 

The Patient Acceptance percentage looks at the number of patients scheduled for at least one service code out of their treatment plan divided by the total number of patients that received a treatment plan in that date range. 

The screenshot below is an example from the "Detailed" view of the Home page.  From this database, you'll see that 53%  of  $170K was accepted.  The next number is that 71.1% of all of the patients seen in the designated time period (monthly, year-to-date, etc.)  accepted at least one TX plan that was presented to them.  


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