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:

• Open treatments that haven't yet been booked at all,

• 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:

• Focusses marketing efforts where they produce the greatest return - within the captive market of existing prospects.

• Automatically prioritises high-value treatments.

• Drives practitioner efforts to identify open Treatment Plan / COT opportunities.

• Improves the quality of clinical data by facilitating the clearing out of old treatment plans / COTs.

• 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".)