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cjwdmd
Canine II

Tracking Treatment Plans proposed through completion

Looking for a way to be able to track treatment plans from proposal to schedule to completion.

We create treatment plans, usually schedule the first appointment -- but sometimes patients leave the office and don't schedule right away. Or, the scheduled treatment changes, etc.

Is there a way to track proposed treatment within the system to ensure treatment plans are being completed?

Some patients seem to be "falling through the cracks" after we propose treatment (and even after they agree/accept the treatment) and we would like a way to track this process from start to finish.

Thanks.

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CS Dental Employee
CS Dental Employee

Re: Tracking Treatment Plans proposed through completion

Reports/Practice Management/Treatment Plan Report-Detailed Breakdown

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