Features (Care Manager)

All actions can be conducted from a Care Manager window:

Users see an icon colour-change notification when patients with open treatments have been assigned to them:

Users can quickly view and action only their own assigned patients:

See Viewing just your Assigned patients

Filter the list of opportunities by multiple criteria:

By default Care Manager displays patient open treatments first by the most valuable treatment for the oldest date, so users can best secure potential revenue:

Users contact patients directly from the Care Manager list by simply clicking telephone numbers, and they can make Notes against these calls:

Click to directly open the chart for an open treatment:

Quickly view all existing open treatments for the current patient, so that in a single phone call you can cover all potential treatment bookings by clicking the three blue dots hyperlink in a patient's Description (treatments) column:

See Sorting and Filtering the Care Manager List

Multi-select opportunities by means of CTRL-click or SHIFT-click, then use the Assign, Snooze or Reject buttons.

Assign patients to EXACT users for contacting by phone:

See Assigning Care Manager patients to practitioners

Temporarily hide open treatments where patients have requested time to consider them before being contacted:

See Snoozing (postponing) Care Manager patients

Inform dentists if their patients reject open treatments, so that dentists can update and rationalise charting records and values:

See Rejecting Opportunities

Book appointments directly from Care Manager by means of the Book button:

See Contacting and Booking Open-status treatments

Access to Care Manager: Through the Configure > Security screen Practice Administrators can control and differentiate access to Care Manager by practice roles.

Performance: When records are added, edited, or deleted, only the rows for those records are updated dynamically on-screen; there is no reload of the entire table.