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Question

How to retrieve the same total amount as shown in the Practitioner Activity Report?

  • July 21, 2026
  • 1 reply
  • 36 views

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Hi Dentally Team,

We are working on DentPulse, and we're currently integrating with the Dentally API.

We're using the Treatment Plan Item API to retrieve treatment data for reporting purposes.

Our goal is to calculate the Total Amount exactly as it appears in the Practitioner Activity Report within Dentally. However, we're unable to determine how this value is derived from the API response.

Could you please clarify the following?

  • Is there a field in the Treatment Plan Item API (or its metadata) that represents the same Total Amount displayed in the Practitioner Activity Report?
  • If not, what is the recommended approach to calculate this value so that it matches the report exactly?
  • Are there any additional endpoints or related resources that should be used alongside the Treatment Plan Item API to reproduce the Practitioner Activity Report totals?

Our objective is to ensure that the values displayed in our application match the Practitioner Activity Report in Dentally.

Any guidance or best practices would be greatly appreciated.

Thank you!

Shruti
Developer, DentPulse

1 reply

Ysy Lees
Community Manager
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  • Community Manager
  • July 29, 2026

Hello! Thanks for your questions.

The report's Total Amount is just the sum of each Treatment Plan Item's price, restricted to completed, non‑base‑chart items within the selected date range (and any selected filters).  Use the price field from the Treatment Plan Item API, filter to completed = true and base_chart = false, and sum it. This will match the Practitioner Activity Report.

One important thing to highlight: the API doesn't support the completed and base chart filters, however, these fields are part of the response. 

Also, there are other fields that might be in use in the UI that are not present in the API:

  • payment plan
  • referrer
  • treatment category
  • completed at
  • paid status
  • site

If any of these filters are applied in the report, the same filter will need to be processed. I hope that helps!