Tuesday, October 22, 2013

Find Patients with Unscheduled Treatment

Updated 4/27/2020

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

You can set filters to find specific groups of patients you want to schedule for treatment. With the temporary closure of dental offices due to COVID-19, you may want to concentrate on finding patients with treatment-planned procedures within a certain range, for example four-surface restorations that you are worried could turn into crowns.

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


In the Treatment Manager View dialog box, set filters you need to find specific groups of patients.


For example, you can set filters to search for only active patients who have had treatment plans in the last year that include a specific set of procedures. You can also set filters to find patients with specific insurance plans and remaining benefits. Set the filters you want, and click OK.

From the information on the list you generated, you can contact patients and access the Patient Chart and Treatment Planner to see additional information as needed.



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 and Using the Treatment Manager to Keep Your Schedule Full articles in online Dentrix Magazine archives.

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