Tuesday, November 27, 2012

Patients with Unused Insurance Benefits

Updated 9/26/2019

As the end of the year is fast approaching, it's a good idea to find those patients who have treatment-planned procedures without appointments AND who have unused dental insurance benefits remaining.

It's a win-win situation. You get to clean up your Treatment Manager list and increase your production and your patients still have insurance benefits remaining that most likely they need to use up or they will lose them when the coverage year starts over in January.

Generate a list of patients who meet this criteria, and start calling them to schedule those appointments before the year runs out!

For information on how to generate this list read the article titled, Using the Treatment Manager to Keep Your Schedule Full in the online Dentrix Magazine archive.

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