Tuesday, October 22, 2013

Find Patients with Unscheduled Treatment

Updated 1/14/2019

One of the most powerful tools available in Dentrix is the Treatment Manager. You can use the Treatment Manager to generate a filtered list that only includes patients with unscheduled treatment. Since the list is interactive, you can work directly from the list to call patients, send email messages, generate quick letters and quick labels, make Office Journal notes, and access the Treatment Planner.

To access the Treatment Manager, from the Appointment Book click the Treatment Manager button.

In the Treatment Manager View dialog box, specify the filter criteria that makes sense to your practice.

If you want to contact patients about scheduling an appointment for treatment-planned procedures before the end of the year, it's a good idea to find patients who:

a) Are active patients

b) Have insurance

c) Have at least $100 of either primary or secondary insurance benefits remaining for the year

d) Have a treatment plan worth at least $10 that was diagnosed in the last year

e) Are not on either the Bad Debt, Payment Plan, or No Insurance billing types

Once you have generated the Treatment Manager List, you can look at the information about each patient and decide if you want to contact them and if so, how you want to do it.

For more information about using the Treatment Manager to contact patients to schedule treatment, and using Dentrix tools to do so, read the Act Now to Boost Year-End Profits article in online Dentrix Magazine archives.

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