Wednesday, January 11, 2017

Case Acceptance . . . how much treatment are you scheduling each day?

If you have been reading my blog for a while, you have gained a lot of
knowledge about treatment planning, case management and following up on unscheduled treatment. Keeping your schedule full is imperative to having a successful practice and knowing what reports to manage to ensure patients don’t fall through the cracks is one of the core systems we manage in the practice.

You might be asking yourself, “What is my case acceptance?” and “How can I show my doctor the cases I am closing every day?” Is there a report that will show the treatment plans that are accepted on a daily basis? What if you are on an incentive plan for case acceptance? How would you show that to your doctor?

All those questions came to me from a practice administrator who is tracking case acceptance for his team. Then, the same question came in from a treatment coordinator who is on a bonus program for closing cases. I found it interesting that I was asked basically the same question by two different offices within the same week so I thought, “If they have this question, I bet the rest of the world does as well.”

You may know that I love, love, love the Treatment ManagerReport for following up on patients with unscheduled treatment. However, this report does not let me filter by accepted cases. For my article today, this is where I want to focus. You can generate a daily list of treatment plan cases that have been accepted so you can now know how much treatment you are scheduling and you can show it to your doctor if you need to report it.

Let’s say that three months ago, a patient was diagnosed with two crowns and she left without scheduling. Today, you called the patient to follow up and you got her scheduled. Woohoo! If you mark the case as accepted, now you have a way of tracking it.

Let’s also say that, today, you have five patients come in and you schedule three of them for treatment. If you also mark those three cases as accepted, they will also show up on the same report. Now you will have an accepted case report with four cases for today.


Go to the Patient Chart with the Treatment Plan Panel in view or the Treatment Planner and click on the printer icon as if you were going to print a treatment plan estimate. Instead of clicking on the Print Treatment Case, click on the Practice Treatment Case Report. Then select today for your date range and highlight Accepted for the case status. You will generate a list of all the cases that were accepted today and be able to show your awesome hard work for today. Great job!


Dayna Johnson, Certified Dentrix Trainer
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 dayna@novonee.com.


No comments:

Post a Comment