Maximise practice revenue by pro-actively securing bookings from those patients with open treatment plans / courses of treatment.
Available from EXACT v12.9, where it is called "Opportunity Manager". Renamed in v12.10 to "Care Manager".
Quick Reference: See The Care Manager screen
Portal blog and video: Patient Treatment Opportunities -> Revenue 
(webinar video)
portal video Care Manager
Contents:
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Overview
Purpose | Features | Benefits | Requirements, Limitations
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Using (Workflow, screens and procedures)
Adding the Care Manager button to the workspace bar
Displaying the Care Manager screen
Watching for Patients who have been assigned to you
Viewing just your Assigned Patients
Sorting and Filtering the Care Manager List
Assigning Care Manager patients to practitioners
Snoozing (postponing) Care Manager patient treatments
Rejecting Care Manager patient treatments
Contacting patients and and booking open treatments
Opening Care Manager treatments in the Chart tab
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Configuring (Setting up and customising)
Configuring security rights for Care Manager
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Resources (Videos, PDFs 
)
See also: List Outstanding Treatment Report
Portal blog and video: Patient Treatment Opportunities -> Revenue (webinar video)
portal video Care Manager
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Competencies (Check your skills)
Competencies Checklist | 
Care Manager Competencies Checklist
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