Tuesday, September 9, 2014

Keep Your Schedule Full Like a Pro


My two favorite seasons of the year are spring and fall. The spring is when all the flowers are
starting to bud and show their beautiful colors. In the fall, the trees start to show off their amazing reds and golds. There is something else that happens during these seasons and that is the DentrixInsight Seminars. During these seminars, one of my favorite things to do is give away prizes.

One of the rewards for someone is if they can name the four reports to keeping the schedule full. Most of the time I have to drop little hints so that someone can win the prize. Since we are coming up on InsightSeminar season, I thought I would review these four reports. Read carefully and, if you are in one of my classes, you might just win the prize. J
  1. ASAP List – This is your first “go to” list for filling the schedule. The way to build this list is to ask all patients, “If I get an opening sooner, would you like me to call you?” If the patient says “yes,” then change the option in the appointment drop down menu under Schedule to ASAP. To read more about the ASAP List, CLICK HERE.
  2. Unscheduled List – Your next line of fire is the Unscheduled List. These are patients who have already been on your schedule or they need an appointment now so usually they just need a phone call from you to call them back in. There are two ways to add someone to the Unscheduled List … using the Wait/Will Call button in the appointment or to Break the appointment. To read more about the Unscheduled List, CLICK HERE.
  3. Continuing Care Report – When you are looking for patients who are past due for their regular hygiene visit, this is your next go to list. This list can be customized to search for patients who are current or way past due. You can also search for Prophy, Perio, X-rays, exams, ortho, or other specialized continuing care type that you have set up in your practice. I would create some custom report parameters so that you can easily create a customized list for what type of appointment you need to fill your schedule. For more information on the Continuing Care Report, CLICK HERE.
  4. Treatment Manager Report – This is probably my favorite report in Dentrix because it is a gold mine. The goal of this report is to find patients who have unscheduled treatment . . . this is your chart audit. You can use this report to fill the doctor’s schedule or the hygiene schedule. I would definitely work this report into your regular routine at least once a week. To read more about the Treatment Manager Report, CLICKHERE.

Remember all of these reports should be part of your regular weekly tasks to managing your schedule and making sure you have a consistent protocol for documenting your phone conversations with patients. My recommendation is to use the Office Journal so your entire front office team will know where to find all administrative notes.

No comments:

Post a Comment