I remember during an in-office session with a solo dental practice several years ago I was teaching the admin team how to follow up with patients who had unscheduled treatment and they had never used the Dentrix Treatment Manager Report. When we opened it up for the first time and looked back on 6 months of treatment diagnosed there was $3.4m of opportunity sitting there.
In this episode, I dive deep into the Dentrix Treatment Manager Report, a powerful tool for filling the doctor’s schedule and ensuring patients follow through with their unscheduled dental treatment recommendations. This report is a game-changer for any dental practice aiming to boost its productivity and revenue.
First, let’s talk about generating the report. It’s essential to know the steps to create it properly, so you have all the information at your fingertips. Start by navigating to the appointment book or patient chart where you’ll find the treatment manager report option. Once you’re there, you can filter the report by date and procedure codes, tailoring it to your needs. This customization is key—it allows you to focus on the most critical treatments that require follow-up.
Next, customizing the columns is crucial. You want to ensure that the report displays the information most relevant to your follow-up process. Typical columns to include are patient name, contact information, treatment details, and financial arrangements. This setup allows you to have a comprehensive view of each case, making your follow-up process more efficient.
Once your report is ready, it’s time to reach out to patients. This step is where the real magic happens. I recommend making initial contact via phone, text, or email, whichever method your patients prefer. Be sure to check their financial arrangements before reaching out—knowing their financial status can significantly impact the conversation’s outcome.
Additionally, using the office journal for notes and reminders is invaluable. Documenting every interaction ensures that no patient falls through the cracks. You can set reminders for follow-up calls or appointments, keeping everything organized and on track.
The treatment manager report is truly a gold mine for enhancing case acceptance and increasing practice revenue. By effectively using this tool, you can keep the doctor’s schedule full and ensure patients receive the necessary dental care, benefiting both their health and your practice’s bottom line.
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