If you are looking to establish a system to follow up on unscheduled treatment, then you may be looking for the best report to use.
In this video, you'll see three different report options that can get you started - and then you can continue to customize your own. If you look at the layout (and feel free to pause the video to see what fields were selected), then you can easily copy the layout to build your own reports.
Unscheduled treatment list
Starting with the pre-built Unscheduled Treatment Interactive report, I modified this so you can see more than one patient per page. You can see the fields I selected by looking at the Groups (fields listed in blue) and Columns (fields listed in yellow).
To work this report, I also show you how you can filter based on entry date. Let's say you want to run this report every week to find only the patients that came in last week, had a treatment plan created, but did not schedule - just filter based on last Sunday's date (this triggers at midnight). Once you have the report you like, you can print or export it to excel.
This one is built from scratch from the Treatment Plan Analysis report - again, you can see the yellow and blue fields I've used to create this report. My favorite thing about this report is that it pulls the Case Name from the treatment plan into this report. If you establish a specific protocol for how to name cases in your office, then that will reflect in this report. Taking this concept a step further, let's say you have three different treatment coordinators in your office and you wanted to know which cases they presented to patients, you could create a naming convention that includes 01, 02 or 03 (or initials) in the case name to represent each of the treatment coordinators. That would allow you to identify which ones are the most successful.
This report can also be filtered by provider - so if you have a dentist interested in their 'batting average' on case presentation, they can get an excellent visual of how successful they are with cases that are scheduled or not. And, perhaps the dentist would like to call patients who did not schedule after the team has reached out through normal follow ups.
For this report, keep in mind that it's best to use to see when cases are scheduled, but as procedures are completed from a treatment plan, they won't show up in this report any longer. That means this is not a great report to use to look at past performance, for example it's not a good way to say "last month we had a 50% schedule rate for our cases" because hopefully by the end of the month, many of these patients have completed treatment and simply won't show up. Just remember this report is focused on whether these cases are getting scheduled or not looking forward.
This one is also built from scratch from the Treatment Plan Interactive report. If your practice is diligent about setting the case status, then this report will include that field.