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 including:
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Open treatments that haven't yet been booked at all,
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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:
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Focusses marketing efforts where they produce the greatest return - within the captive market of existing prospects.
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Automatically prioritises high-value treatments.
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Drives practitioner efforts to identify open Treatment Plan / COT opportunities.
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Improves the quality of clinical data by facilitating the clearing out of old treatment plans / COTs.
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Complements the List Outstanding Treatment Report by providing a quick view of the overall outstanding treatment value and number.
(Available from EXACT v12.9, originally called "Opportunity Manager". Renamed in v12.10 to "Care Manager".)
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