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Unscheduled Treatment List
The unscheduled treatment report gives your front desk a systematic way to follow up with patients who were recently seen and had newly treatment planned procedures that they have yet to schedule or complete. The report is sent every Monday morning and will include patients from three, eight, and 16 weeks prior. It will not include hygiene procedures, with the exception of SRP (D4341/D4342), and procedures must have a minimum fee of $100. It will also filter out patients who have an appointment scheduled within the next three weeks. The goal is to find restorative dentistry for your doctor to complete. In addition to the patient’s basic info, the following info is included:
DateTP - When the patient was seen. NextAppt - If the patient has a future appointment scheduled it will be listed here. Procs - Count of the appointments treatment planned and the abbreviated descriptions (might be truncated). Fees - Total fees of the treatment plans.
