1. Log in to EDR 


2. Click on the menu in the top left corner of EDR 


3. Select “Treatment Plan Report”:



4. Enter the filtering criteria. Example below: 

  • Date range 
  • Check “Planned” under Treatment Plans 
  • Service Codes 


5. Select “OK” to run the report 


6. Report results will display: 



7. To export results into a PDF or Excel, click on the Save button and choose the desired format.