Phase List

Phase List; Phase List - Comprehensive

Run a Phase List report to review the list of treatment phases you have created to assign to patient folders. The report includes the phase description, abbreviation, and the assigned phase classification.

Get Started

Create Treatment Phase List - Use the Phase table to maintain your list of patient treatment phases. Each record includes the treatment description, abbreviation, default number of treatment months, and classification. Because ViewPoint uses the treatment phase to track patient contracts, transactions, treatment progress, and other critical statistics, it is important that your list is comprehensive, and that patient folders are assigned to the appropriate treatment phase at all times. See "Phase Table" for details.

Create Treatment Phase Classification List -Use the Phase Classification table to create a list of categories to assign to your treatment phases (most commonly used with Gaidge integrations). The data is collected according to the phase assigned to your patient folders. You can optionally add standard Gaidge descriptions to this list. See "Set Up Treatment Phase Classifications" for details.

Run This Report

  1. - ViewPoint main menu > Practice Reports > Audit or Table > Phase List. (The "Comprehensive" report from the Audit Reports menu lists both active and inactive records in your system. The report from the Table Reports menu, without "Comprehensive", includes only active records.)

  2. Output Options - After selecting the report settings, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details.

More Information

Print from Table - You can also print the list of active records directly from the table. See "Phase Table" for details.