Engagement: Online Scheduling Action Items Dashboard

Learn how to use Online Scheduling Action Items dashboard to manage patients with differing needs.

Emily Allred avatar
Written by Emily Allred
Updated over a week ago

Online scheduling can improve practice workflow, increase staff efficiency and boost patient satisfaction. The Action Items dashboard in Engagement will help your practice manage patients with differing needs.

In this article, we'll explore:

We recommend starting your Online Scheduling journey by watching our webinar! We'll show you how to leverage Engagement Online Scheduling in Dental Intelligence to increase the number of visits in your practice.

Navigating the Action Items Dashboard

The Action Items dashboard in Engagement contains lists of patients requiring appointments, including those who require immediate attention, those who are past due for hygiene visits, patients with outstanding treatment, and those with missed appointments.

To review these lists:

  1. Click on Online Scheduling from the left side menu in Engagement, then click Action Items

  2. Click on a specific category block to display patients in each list

  3. Add notes by clicking on the pencil icon, or click on the trash icon to remove a patient from a list

Using the ASAP List

The ASAP tagging feature enables a seamless migration of any previously created ASAP tags utilizing tagging filters to the newly implemented purple ASAP tag. In cases where you have created more than one patient tag as ASAP, you can update your tags using bulk actions.

Note: If you add a patient into the ASAP category list, it will give them the permanent purple ASAP patient tag. To learn more about patient tagging, click here.

Add a Patient to the ASAP List

  1. From the Action Items dashboard, click on the ASAP List category block, then click the Add patient button

    πŸ“ Important note: Patients can also be added to the ASAP List automatically from your Practice Management Software, reducing the risk of missing any patients. However, it's important to note that removing patients from the ASAP List will still require manual action.

  2. Search for the patient that you would like to add to the list. Here, you can add:

    • Notes

    • Preferred provider

    • Preferred appointment time

  3. Preferences are recorded on your dashboard:

Patients can also be tagged with the ASAP tag in the Patients dashboard. Learn more here.

Remove a Patient from the ASAP List

To remove a patient from the ASAP List, click on the trash icon in the far right column of the dashboard:

Print the ASAP List

In the event that you would like to print the ASAP List, simply click the checkbox to select all or multiple patients, then click Bulk Actions and Print ASAP list from the dropdown menu.

Using the Hygiene Past Due list

The overdue hygiene list helps keep track of patients who haven't had their hygiene appointments. This way, your dental practice can send appointment reminders in bulk, invitations to schedule online, and voicemail messages to these patients. You can also export the list for your records.

Managing Patients on the Hygiene Past Due List

You cannot manually add patients to this list. The information is pulled the hygiene interval from your practice management software.

To remove a patient from this list, the patient must be scheduled for a hygiene appointment.

Read more about hygiene intervals here.

Using the Outstanding Treatment List

The Outstanding Treatment list captures patients that have outstanding unscheduled treatment. This list makes it easier for your practice to have visibility on patients that have accepted treatment but aren't yet booked on your schedule.

The Outstanding Treatment tile shows the total number of patients on the list, as well as the total dollar value of their outstanding unscheduled treatments:

Managing Patients on the Outstanding Treatment List

You cannot manually add patients to this list. The information is pulled from the treatment plans and appointments in your practice management software.

To remove a patient from this list, the patient must be scheduled for treatment or their treatment plan must be marked as inactive.

Using the Broken Appointments List

The Broken Appointments list provides a comprehensive overview of patients who have missed or cancelled their scheduled appointments. This list enables your practice to keep an eye on patients requiring follow-up so that no appointment goes unnoticed.

Managing Patients on the Broken Appointments List

You cannot manually add patients to this list. The information displayed on this list is drawn from your practice management software and includes all patients whose appointments have been cancelled and were scheduled to take place within the last 30 days.

Patients are removed from this list once the patient has had the exact same procedure codes rescheduled. To ensure patients are only listed if they have not rescheduled their appointment, the patient must be scheduled for all of the same procedures as their previous appointment. If a new appointment is created that does not include a procedure on the original appointment, the patient will still show on this list.

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