Tuesday, November 27, 2012

Patients with Unused Insurance Benefits

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, log in to the Dentrix Resource Center and search for the following:
  • Knowledgebase Article #18550: How to Get a List of Patients with Remaining Benefits Including Treatment Planned Procedures
  • Knowledgebase Article #46402: Treatment Manager Filter Options Explained
  • Webinar Recording #41885: Treatment Manager & Collection Manager

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