Your dentist has asked you to fill upcoming appointment gaps and use them increase production results. One way to accomplish this is to find patients who have work left in their treatment plans and who have remaining insurance benefits for the year. To do this, create a list from the Treatment Manager and filter it for patients who meet your criteria.
Watch this video to learn how to set Treatment Manager filter options. (Duration 1:03)
Additional Tips
- Some options, such as billing types, provider, and insurance have lists of items from which you can choose. To select more than one item at a time, press the Ctrl key and click each item that you want to include in the filter.
- To learn more about setting treatment manager filter options, read Setting Up a Treatment Manager View in Dentrix Help.
Check Your Knowledge
If you have access to Dentrix, check your knowledge with this exercise.
- Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.) - Use the following filter information to generate the Treatment Manager list:
- Indicate that you want to view treatments entered during the last two months
- Indicate that you want to include accounts that have at least $200 of insurance benefits remaining
- Then, indicate that you want to have email addresses included in the list.