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Follow Up Tasks: Finding Unscheduled Treatment
Follow Up Tasks: Finding Unscheduled Treatment

Learn how to identify unscheduled treatment opportunities by using Follow Ups Tasks

Sam Miller avatar
Written by Sam Miller
Updated over a week ago

By turning on Automatic Follow Ups for Unscheduled Treatment, you'll be able to automatically get a list of patients with unscheduled treatment. No searching, no pulling reports; all the patients that you need to call will show up in one, simple list.

Using Follow Up Tasks, you'll be able to track the calls that you make and get reminders of the patients you need to call in the future.

Follow Up Tasks only consider the patient as seen at the office based on the "Visit" logic. Click here to learn more about the differences between seen and visit metrics. This logic ONLY affects Unscheduled Treatment Follow Up Tasks, since they are the only type that is based on when the patient had an appointment.

Turn on Auto Follow Ups for Unscheduled Treatment

  1. Access Settings by clicking on the gar icon in the upper right hand corner

  2. Once in settings, click on Follow Up Tasks in the left menu, then click Follow Up Task Settings

  3. Click on Unscheduled Treatment

  4. Set the criteria however would be best for your practice

  5. You will now automatically get a list of the patients you need to call with unscheduled treatment. Access the open Follow Up Tasks dashboard by clicking on the bell icon in the upper right corner to view your list(s)

To learn how to complete or attempt Follow Up Tasks, click here.


Learn more about Follow Up Tasks

Already using Auto Follow Up Tasks and want some more patients to call? Here are the other ways you can find specific patients with unscheduled treatment:

  • Patient Finder - Create custom lists of patients with specific types of unscheduled treatment (Hint: you can also filter by insurance providers and patient balances).

  • Unscheduled Patients Report - Access the Unscheduled Patients Report to identify patients that have been unscheduled for a period of time and view their unscheduled treatment value.

  • Restorative/Elective Case Source Data - View patients who were presented with treatment, identify how much they accepted and how much was left unscheduled.

  • Provider Pulse - Review Treatment Teams in Case metrics to view the treatment plans that were presented to patients and what was left unscheduled.

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