Tuesday, September 17, 2013

Unscheduled treatment . . . the urgency is now.

Do you find no matter how many follow up phone calls you make to patients reminding them they still have that crown to do on #31 they still wait until it is urgent?  Well that urgency is right around the corner . . . end of the year unused insurance benefits.  Now is a great time to send out a special reminder to patients whose insurance plan benefits are going to expire at the end of December.  Use them or lose them! 

Even though I make several follow up phone calls from the Treatment Manger Report and document in the Office Journal my conversations with my patients, there is something to be said when a patient receives a letter in the mail.  They know it is important.   Dentrix makes it super easy to search out patients with unscheduled treatment with remaining insurance benefits using the Letter Merge feature. 

From the Office Manager, go to Letters > misc > Treatment Plan Reminder > Edit > then select the parameters for your search.  Click on the >> next to the ‘Dental Insurance’ to open the options for insurance, then click the >> next to the ‘Procedures,’ put a check mark next to  ‘Treatment Plan,’ and select the date range you want.  These selections will help you generate a group of patients who have a treatment plan with remaining insurance benefits. 

 If you want to customize the Treatment Plan Letter (dtxlm21) you can click on ‘open template’ and make any changes you want and then say “yes” to save.  (Remember, however, that when you create a merge, you must always say “no” to save after you are done printing.)

By sending out the reminder letter now, we can help avoid the situation of patients waiting until the last minute to see if they can get squeezed in before the clock strikes midnight on the 31st of December.



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.

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