Finding Patients with Unscheduled Treatment

To find patients with unscheduled treatment, follow the directions below:

1. Go to the Front Office >Schedule view, and scroll to the bottom of the page.
2. Click the Unscheduled Treatment view. 
3. Click the column headers to filter for your desired criteria. For example, you can look for the most expensive treatments if you need to boost your production, or you can filter by the next visit date if you need to fill your schedule.
4. Use the breakout button to see patient information on the Customer Card, as well as review what the treatment is.  
5. Use the Notes section in the Customer Card to track how your call went.