Tuesday, June 7, 2016

How to generate an Unscheduled Treatment Report for patients who have already said "Yes" to treatment.

Back in February, I wrote an article on using visual tools to help communicate the status of the treatment plan with your entire team. If you want to re-read it, CLICK HERE. If you have implemented some of these visual aids, did you know that you can filter one of the Treatment Plan reports to give you a narrower search?

Open the Treatment Planner or the Treatment Plan Panel in the chart and click on Print. For most of you, this is how you would print a treatment plan estimate for the patient … but have you ever printed the Practice Treatment Case Report? Even though I am all about going paperless, this report gives you some great search tools to find patients who have unscheduled treatment and have been marked with a particular status.

Going back to my February article, if you have marked the case with a particular status, then you can search for it. For example, let’s say you have marked a case as Accepted or High Priority, then it is now searchable. Click on the Print > Practice Case Status Report and select your filters. See the image below to follow along.
  • Fig 1 shows how you can choose a Case Status. You can select all the cases you have marked as accepted and get a call list from this selection. If you have been reading my blog for a while, you know how much I love the Treatment Manager. However, it does not have this filter (which I think is a great tool).
  • Fig 2 shows how you can select a Case Severity. If you are marking your cases as Immediate, Eventual or Optional, then you can filter your report by one of these choices.

Using these visual tools can help you and your team communicate better and give your admin team the options necessary to generate a really good call list when they are following up with patients and trying to fill openings in the schedule.

These are just a couple of examples of how you can use the status and severity tools. You can discuss with your team how they would best serve your practice.

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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