Care Manager lists open Treatment Plans / COTs for which no appointment booking exists in the next 3 months.
Either the patient has no appointment booked, or they have an appointment booked more than 3 months in the future, in which case there is an opportunity to bring the appointment forward and secure earlier revenue.
For tracking purposes, contact from within the Care Manager window is by phone only, and you can optionally add a Note that is associated with each phone call.
To contact patients and book open treatments from Care Manager
Use the available utilities such as the Filter or ordering of columns to locate the open treatments in the Care Manager screen.
When you contact the patient you may want to discuss all of their open treatments, so group those treatments in Care Manager as follows:
Click the three blue dots hyperlink in the Description column:
Only that patient's open treatments will then display (in this example, 1 patient with 3 treatments):
This filtered list includes all of this patient's open treatments with these Statuses: Open, Booked, Contacted and Rejected.
Click a displayed phone number against the patient open treatment:
Discuss the possible treatment/s with the patient and attempt to secure a booking.
Whether secured or rejected, type a note in the Contact Notes text box, and click OK:
The Status will change to Contacted in the list:
The Notes are visible as tooltips from the Status column entries:
All contacts with the patient are also recorded in the patient's Contacts tab, as category Care Manager:
If the patient agrees telephonically to make a booking for a Treatment Plan / COT, select that specific item in the table and then click the Book button to open the Edit Appointment window for that patient, located over the Appointment Book:
From the Edit Appointment window, create the booking as normal and confirm with the patient.
This appointment is sent to the clipboard at the bottom left of the appointment book.
From here, simply drag the appointment into the book or click the Search icon to use the Appointment Search to locate a suitable appointment slot:
NOTE THAT ALL THE PATIENT’S OPEN TREATMENTS ARE “BOOKED”:
With a single appointment booked, all of that patient's open treatments are removed from the Care Manager list, so that the patient is rested from further internal marketing contacts.
To achieve this, the logic has to be applied that all of the patient's open treatments are booked, so if you Filter the list to include Booked status, you will see their Status as "Booked":
You can optionally select and Reject the remaining listed open treatments that for now are set incorrectly as "Booked".
