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:
Click on the Schedule dropdown in the left side menu, then click Action Items
Click on a specific category block to display patients in each list
Columns that show a dropdown arrow can be used to filter patient lists. Click on the column to apply filters
Add notes by clicking on the pencil icon, or click on the trash icon to remove a patient from a list
If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.
Using the ASAP List
The Online Scheduling Action Items dashboard makes it easy to quickly get in touch with patients that have overdue hygiene, outstanding treatment, and more. The ASAP List pulls patients that have been tagged in your practice management software or Engagement in a convenient centralized location.
If you add a patient to the ASAP list, it will give them the permanent purple ASAP patient tag until you remove the tag. To learn more about using patient tagging, click here.
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.
Click on the Last Visit, Due Date, and Last Recall Sent columns to apply filters and sort patients on your Hygiene Past Due list.
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.
Did you know that you can send automated messages to patients on your Outstanding Treatment list and remind them to schedule? Set up the Outstanding Treatment TouchPoint and let our automation do all the heavy-lifting!
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.
Click on the Scheduled Date and Provider columns to apply filters and sort patients on your Broken Appointments list.
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.