Updated 9/26/2019

You can easily generate a list of patients who have treatment-planned procedures that still need to be completed. Using the Treatment Manager (Appointment Book > Options > Treatment Manager) you can create a customized list of patients based on any combination of provider, appointment date, whether they have an appointment scheduled, and/or by insurance benefits remaining for the year. Once you have generated the list, use it as a guide to fill holes in your schedule.

For more information, see the Finding Patients with Urgent Treatment Needs article in Dentrix Magazine.