Awesome! You got that opening this afternoon filled by using your Unscheduled List - Great Job!
Now, I hate to be the bearer of bad news but you still have that opening in your hygiene room for tomorrow to fill. Never fear, I have another great tool for you. Remember in my last post how I said not to worry that if you delete someone off the Unscheduled List, because they would show up on another list? One of the other lists I am talking about is your Continuing Care Report.
If you delete a Continuing Care (recall) appointment off of your Unscheduled List they will (presto change-o) show up as “unscheduled” on your Continuing Care Report. (To get to this report go to your Appointment Book and click on the Continuing Care icon on the toolbar.) This Continuing Care list can be filtered to generate a report of patients that meet a particular set of criteria. So for example, if you want to see a list of patients who were due for their Prophy in September 2011, your setup screen would look like this:
Now that you have created a list to work from, start calling! My favorite place for documenting phone calls to patients is in the Office Journal - and it works out beautifully because when you generate a Continuing Care report, the tab for the Office Journal is right at the top of the report. How easy is that?
Another time saving tip for working this report is to create and use list templates. To do this, go into Views >Continuing Care View Setup and create several search criteria to help save time when you are generating your report. Here’s a list of the templates I’d recommend right off the bat:
· 1 yr past due Prophy
· 1 yr past due Perio
· 3 month past due Prophy
· 3 month past due Perio
· current Prophy
· current Perio
As I said in my last post, this system of working your Continuing Care report should be part of your weekly management routine, just like making collection calls. It is that important!
The continuing care list is only the second of three lists that will help you keep your hygiene chair full; my next post covers another one that you might not have thought of - so make sure you tune in for the mystery list #3!
Dayna loves her work. She has over 25 years of experience in the dental industry, and she’s passionate about building efficient, consistent, and secure practice management systems. Dayna knows that your entire day revolves around your practice management software—the better you learn to use it, the more productive and stress-free your office will be. In 2016, Dayna founded Novonee ™, The Premier Dentrix Community, to help cultivate Dentrix super-users all over the country. Learn more from Dayna at www.novonee.com and contact Dayna at firstname.lastname@example.org.