Tuesday, August 28, 2012

Using the Treatment Manager to Fill Holes

You can easily generate a list of patients who have treatment-planned procedures that still need to be completed. Using the Treatment Manager (Appointment Book > Options > Treatment Manager) you can create a customized list of patients based on any combination of provider, appointment date, whether they have an appointment scheduled, and/or by insurance benefits remaining for the year. Once you have generated the list, use it as a guide to fill holes in your schedule.

For more information about using the Treatment Manager, see the enewsletter article Find Patients with Unscheduled Treatment or see the Dentrix Help topic titled Treatment Manager overview

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