Increase production, patient care, save time and engineer success for the practice.  
Using this system, Greg Mahoney at Mahoney Family Dental has told us, "For the last 7 weeks, we have averaged 20 reactivated patients". This equates to $84,000 of annual collections added every month!! I am confident you will see similar success!

Get similar results by using the suggestions below! 


The first place to go and check are your follow ups. Your follow up list is the highest priority list of unscheduled treatment. The best time to schedule patients for their treatment is when they are in the practice, and in front of you. If the patients don't schedule, the follow ups help you keep track of their progress once they leave your practice.

These patients represent those patients that may have left without scheduling and you created a follow up to contact them or had an agreement to call and get them scheduled. If you want to learn more about the follow ups, how to turn the automated follow ups on, etc, watch these two videos:

This alone is what the most successful dental practices are doing - this is their unscheduled treatment list.

Maybe you have called through your follow ups, where can you go now? This list will help you identify your active patient that do not have a future appointment: Recare Metric

Once you click on any of the slices of pie, a list of your patient will be revealed. I am choosing to click on the blue because these are patients that recently came into the practice. Also, something to note is that these patients do not have a future appointment, on the hygiene side or restorative.

I sorted the last column so I can see the highest dollar treatment plan and it will descend to the lowest. These patients might have active follow ups that you and your team are working on. This list is to help identify your patients that may have slipped through the cracks.

The third place to go to identify unscheduled treatment is your Restorative/Elective Case metric source data:

This is a great place to double check and identify your unscheduled treatment. What I like about this list as well, is it is a great "Sanity Check". I tell all my practices I work with to check this every day - have someone in your office checking this because you will find patients that scheduled their hygiene appointment, so they won't show up on the Recare Metric, but did not schedule their treatment. For example, this patient:

You can see once you click on the patients name that his next hygiene appointment is 3/1/2018 but he has $5,348 of unscheduled treatment! The question now becomes: do we want to wait for the hygiene appointment to schedule the patient for their treatment? The answer is NO!

The last two ways are great in identifying your patients that have unscheduled treatment. Once you have identified them, make sure you are using your follow ups to increase your odds of reaching them and scheduling them. You can see how this goes full circle. The follow ups is the tool to help you have that active list of unscheduled treatment.

We have identified the three areas where your patients and treatment will get lost. By using the follow ups and being proactive, you are now setting yourself up for success!

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