Purpose (Care Manager)

Care Manager is a tool for maximising practice revenue by targeting patients who have open (incomplete) treatment plans / courses of treatment.

Because these patients are a captive market, they provide an optimal return on your marketing effort.

Open treatments are targeted and listed if they haven't been booked within the next 3 months.

They include

• Open treatments that haven't yet been booked at all,
• Open treatments that are already booked, but for more than 3 months ahead of the current date - these represent opportunities for you to advance the booking date and secure earlier revenue.

Care Manager automatically generates a list of possibilities where practitioners can identify, track, and prioritise open treatments, and then contact patients by phone to book appointments for these treatments:

Your practice objective is to keep this list short (to generate revenue by continuously addressing open treatments).