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 Ups, 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 Ups 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 Ups, since they are the only type that is based on when the patient had an appointment.
Turn on Auto Follow Ups for Unscheduled Treatment
Access Settings by clicking on the gar icon in the upper right hand corner
Once in settings, click on Follow Ups in the left menu, then click Auto Follow Up Settings
Click on Unscheduled Treatment
Set the criteria however would be best for your practice
You will now automatically get a list of the patients you need to call with unscheduled TX - You can access this list by click on the Open Follow Ups dashboard on the left hand menu
To learn how to complete or attempt Follow Ups, click here.
Additional Follow Ups Resources
Already using Auto Follow-Ups 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 & 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