Consultants agree: if your production dips below your goals, you should audit your charts to tap into the revenue hidden in existing treatment plans. With Easy Dental 2010, you have a quick and easy way to find that revenue stream, without having to hunt through paper charts. The Easy Dental Treatment Manager lets you search for existing treatment plans and then filter your results by the criteria you set.
Want to find patients who have treatment plans dated within the last six months and who have insurance benefits remaining for the year? How about finding patients with high production procedures (such as crowns or bridges) treatment planned? Want to limit your results to patients with accounts in good standing? All of these options and more can be set up using the Treatment Manager.
Once you’ve found the patients you want to schedule, the Treatment Manager makes it easy for you to contact them. From the Treatment Manager list, you can send a quick letter, make a phone call, or send an e-mail message. After you’ve contacted the patient, you can easily make notes regarding the contact, create an appointment, or make changes to the patient’s treatment plan right from the Treatment Manager.
So how do you use the Treatment Manager? We’ll use an example to show you how to set up the Treatment Manger to find patients you want to contact. Let’s say that you want to see all patients who have had crowns treatment planned in the last six months. In addition, patients should have insurance benefits remaining for the year. To access this list:
Once you’ve generated the list you can begin making phone calls to patients. To make a phone call:
If you’ve contacted a patient who is ready to schedule, you can schedule from the list. To schedule an appointment from the Treatment Manager list:
By using the Treatment Manager to make a few phone calls a day, you can increase your productivity dramatically without spending any money on marketing campaigns or recruiting new patients. Plus, it helps you provide superior dental care by reminding patients to tend to existing issues that are impacting their oral health. With the Treatment Manager, it’s that easy.
For more information about the Treatment Manager, log in to the Easy Dental Resource Center and view the What’s New in Easy Dental 2010 webinar. You can also view the Treatment Manager topic in the Easy Dental Help Files.