Weekly Office Manager Tasks

Estimated read time: 5 mins

Front Office 

  • Front office laser focuses your team on practice building activities and metrics 
  • Utilize it to streamline front office operations, track goals, and create efficient workflows. 
  • Quickly identify scheduling opportunities, and unscheduled treatments, and view front office performance with reminders. 
  • Stay on top of patient management in the tasks view by easily tracking any missing data, past due balances or unconfirmed appointments. 

Calendar 

  • Allows users to view provider schedules and scheduled production without logging into multiple practice management systems. 
  • Manage one or more locations and view scheduled and actual production based on the calendar view.
  • Quickly identify low production days and easily find out why. 
  • Easily tally your procedure counties within a specific date range.

Treatment Miner

  • Ensures follow-up on unscheduled treatment and puts case acceptance metrics front and center.
  • Allows users to identify unscheduled treatment and missed opportunities and create improved workflows.  
  • Automatically displays the last 13 months of case acceptance metrics allowing you to target types of patients appointments, patients for a particular provider, or even identify patients for a marketing campaign. 
  • Allows you to build a list to recover the largest amount of unscheduled treatment. 

Financials - 

  • This is a great module to frequent weekly as you action plan ahead and prepare to meet your organization’s financial goals.
  • Provides practice-level financial trends as well as the ability to compare key financial metrics across all locations. 
  • Use the filter options to see production, collections, and patient visit statistics for a particular provider, procedure code or line of business. 

Patient Portal - 

  • A powerful tool for generating custom lists that build schedules and create efficient workflows 
  • Improve retention through a patient reactivation campaign by creating custom lists based on many different filters such as age, zip code, remaining benefits or recall due date.