Review Tx Plans Presented, Unscheduled, and Accepted
The Treatment Miner can help you identify and schedule treatment opportunities to keep your office’s schedule full. Here is a workflow for how to locate and schedule treatment opportunities:
- Go to the Treatment Miner module.
- Utilize the dropdowns at the top to refine the data to your desired provider, procedure, patient, or line of business.
- Filter the table till you have the most recent month listed first.
- Scan the Tx Unscheduled column until you locate a cell in red.
- Using the Month’s breakout, locate customers with unscheduled treatment.
- Use the checkbox next to the customer to create a reminder for your team to contact them.