Tuesday, April 1, 2014

Hiding a Patient on the Treatment Manager List

Updated 9/27/2019

The Dentrix Treatment Manager is an interactive tool that allows you to generate a list of patients with outstanding treatment plans. You can use this list to contact patients and encourage them to schedule an appointment.

As you are contacting patients using the Treatment Manager List, you may want to temporarily remove a patient from the list because you have already made contact with them, or because you don't want to contact them for a specific reason (such as an outstanding balance). You can temporarily hide patients from the list so you can continue working from the list to contact other patients.

To hide a patient from the list:
  1. From the Appointment Book, click the Treatment Manager button. Set your View options and click OK. The Treatment Manager window appears.

  2. Right click on the patient's name you want to remove from the list.
  3. Click Hide Patient. The patient is removed from the list until the next time the list is generated.

For more information about using the Treatment Manager, see the various topics under Treatment Manager in Dentrix Help, or read Using the Treatment Manager to Keep Your Schedule Full in the Dentrix Magazine online archive.

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