It’s never too early to start thinking about scheduling patients for their unscheduled treatment-planned work before the end of the year. One tool you can use to find these patients is the Unscheduled Treatment Plans list.
This list will display patients and their treatment-planned procedures that have not been scheduled. And because this list also includes insurance information such as renewal month and benefits remaining, you can use this information to help you encourage patients to schedule their appointments before those benefits run out.
To generate the Unscheduled Treatment Plans List, in the Office Manager, click Reports > Lists > Unscheduled Treatment Plans.
Use the following settings to make it easy to use the report.
- Make the size of the report more manageable by entering a specific Treatment Plan Provider or Treatment Plan Amount.
- Make sure you select the Detailed Report type. That will print insurance benefit information on the report.
- Exclude Referred TO Procedures since those will be completed by another doctor.
- Exclude Continuing Care Procedures if you do not want to call patients for treatment like scaling and root planing.
For additional information about finding patients with unscheduled treatment, read Mining for Gold: Three Reports for Searching Out Unscheduled Treatment in Dentrix Magazine.