The consultant says your case acceptance is 55%. The treatment coordinator says it is closer to 80%. Both are right, because they are counting different things. The Treatment screen picks one definition, prints it next to the number, and then shows where the unaccepted dollars are sitting, by category and by dentist.
What does the screen show?
Four tiles: Case acceptance, Presented (still planned), Completed, and Plans on file as a count. Then two views, each as a chart or a table: presented treatment by category, and presented treatment by provider for the top eight dentists.
The rate is defined as completed divided by completed plus still planned, in dollars, over the last twelve months. A worked sample: completed $512,300, still planned $418,600, so the rate is $512,300 ÷ $930,900 = 55.0%. These are sample figures, not a benchmark, and the 60% default goal is a placeholder you should change, not an industry norm.
Only active plans are counted. At one office we looked at, the plan table held tens of thousands of old “treatment cases” that no longer meant anything, and counting them would have made every number useless.
The follow-up side lives in Follow-ups: a Treatment worklist with an owner, call outcomes and a done button, so the coordinator works from one list instead of a printout. Each row carries the patient, the procedures still planned with their codes, the dollars, the date the plan was created and the last contact logged. A patient who books drops off the list on the next sync, because the practice software now shows an appointment, not because someone ticked a box.
Every number on the screen shows its as-of time, and a section that has not synced yet shows a dash rather than a figure that might be stale.
What does it read from my practice software?
Read-only. On Open Dental: procedurelog with its planned and completed status, procedurecode, treatplan and provider. On Dentrix: admin.v_proclog, admin.txcase, admin.proccode and admin.provider_view. On Eaglesoft: planned_services, treatment_plans, treatment_plan_items, transactions_header and services. Planned and completed procedures over the last 365 days, fees at gross. It refreshes every 15 to 30 minutes.
Is it live on my system?
LIVE on Open Dental and Dentrix. On Eaglesoft it is BETA and labelled “Completed vs still planned”, where still planned is a ceiling rather than an exact figure.
What it does not do
It does not present plans or change a plan’s status in your practice software. It does not match your consultant’s definition unless your consultant also uses dollars over twelve months. It will not match another tool’s acceptance number, and it says so in the footnote.
Next step
Put your own completed and planned dollars into the case acceptance calculator. Revenue Recovery is where the still-planned dollars become a ranked call list, and the case acceptance rate guide covers the other formulas people use.