Are you competent for your indicated (shaded) role tasks?

Competencies achieved:

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Explain the purpose of Care Manager, and how it can benefit a dental practice.

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State two user configuration requirements that are necessary for a practitioner to use Care Manager.

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Explain why if you enable Care Manager now, no Opportunities will immediately display in the Care Manager screen.

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Add the Care Manager button / indicator to your workspace bar.

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Quickly locate the Total financial value of all outstanding open treatment plans / COTs.

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State which report you can use to view information on outstanding open treatments.

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Explain the logic for how the list of opportunities in the Care Manager screen is by default ordered.

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Quickly locate a figure for the total number of patients and the total number of open treatments listed in the Care Manager screen.

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Demonstrate two ways to group open treatments by patient in the Care Manager screen, so that all open treatments for a patient display together.

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Display just the open treatments for a single patient, hiding all others, then re-display the entire list.

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Run your cursor over Contacted-status treatments to quickly see tooltips of the Notes that practitioners have made about the contacts.

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A contacted patient treatment displays as such in the Care Manager screen. Show where else you can find a record of this contact.

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Explain why EXACT removes all of a patient's open treatments from the Care Manager list when the patient was contacted for just one of those open treatments.

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You contact a patient about an open treatment and the patient says that she first needs to confirm her schedule for the next few months. Show how with a few clicks you can postpone that open treatment contact for re-contacting in a week.

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Explain the function of each button in the button bar at bottom right of the Care Manager screen.

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Demonstrate a typical procedure for contacting a patient about an open treatment, and securing a booking for that treatment.

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Filter the Care Manager list in multiple ways using the Filter button, and show how to return from a filtered list to an unfiltered list.

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Assign a patient open treatment to another practitioner.

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Describe two reasons why a practitioner would Reject an open treatment that is listed in Care Manager.

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You contact a patient about an open treatment, but he states unequivocally that he is not interested in following up the treatment. Demonstrate how you would then Reject that treatment.

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Run through the full procedure to 1) List just the Rejected treatments in the Care Manager list, 2) Open one of them in the Chart tab, and 3) De-activate the Treatment Plan / COT that is associated with that open treatment.

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Configure the appropriate security rights for your practice to enable users to manage and reject open treatments in Care Manager.

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