Summary
On the Treatment and Financial Summary Report, (Article can be found HERE), There is a section under the Treatment Table that is labeled: "All Patients Past Their Estimated Completion Date." This is a count of the number of patients who are past their Estimated Completion Date for the ending date on the Treatment and Financial Summary Report.. You can duplicate this to verify the numbers with a data miner. This article will outline how to create the data miner to verify the number on this section of the Treatment and Financial Summary Report.
Building the Data Miner
Step 1. Navigate to the Data Miner by clicking Report > Data Miner in Cloud 9 and using the Blue
+ to create a new one. For more details on Data Miner basics, read this article.
Step 2. Select your View. For this Data Miner we will choose the "Patients" view.
Step 3. In the "Columns" section pick the one called "Patient ID." You can add more information in the columns if you'd like, but if we are verifying the numbers, this should be the only field needed.
Step 4. Time to choose the Filters. For the Treatment and Financial Summary, I ran the report for a date range of 01/01/2025 to 04/03/2026. That will determine the date I choose in my filter. The first filter to choose is "Patient Status is Active" EQUALS TRUE. This means it will filter for all patients who are in an Active Status.
Step 5. Now we will choose the next filter, the date which should match the end date of the report. The name of the filter is "Patient Estimated Completion Date." For the data miner picking "greater" or "less" when applying a filter to a date range produces better data than "greater or equal to" or "less than or equal to." For this reason, when I select the date for the filter "Patient Estimated Completion Date", I will choose "Less" and tomorrow's date: 04/04/2026. So my Data Miner, when complete, will look like the screenshot below.
Step 6. Click the green "Save As" and save the data miner. After it is saved, click "Run."
Step 7. Look at the number of results. In this example, it returned 6 patients. The number for that field on the report is also 6 patients.
This is how you can build a data miner to verify the field "All Patients Past Their Estimated Completion Date" on the Treatment and Financial Summary Report.
As always, if you have any further questions please do not hesitate to reach out to Cloud 9 Support by emailing us at cloud9support@planetdds.com, or chatting us online using the chat bubble on the lower right at https://cloud9support.planetdds.com/hc/en-us, or giving us a call during our business hours of 8:00 AM EST to 8:00 PM EST at the 1.800.394.6050 option 2.