Since I have been writing the Dentrix Office Manager blog, I have posted up an article about this time of year reminding you to reach out to patients who have unscheduled treatment with remaining insurance benefits. This year is no different. However, I think that it might be a project you might want to tackle a couple of times each year depending on when the big employer groups start their benefit year. When I was working in my practice in Washington state, we had several groups that renewed at other times than January. Boeing, for example, renews in July and the school districts renew in October.
If you decide to generate this lists of patients, you can filter the list by benefit renewal month. To generate the report, go to the Appointment Book > Treatment Manager > select the filters you want, including the benefit renewal month.
Since I have written on this topic every year, I am going to point you back to the articles so you don’t have to do a search.
CLICKHERE to read “Don’t let unused insurance benefits go to waste.”
CLICKHERE to read “Unscheduled treatment . . . the urgency is now.”
CLICKHERE to read “Send letters that make an impact”