The Easy Dental Treatment Manager is an interactive tool that allows you to generate a list of patients with outstanding treatment plans. You can use this list to contact patients and encourage them to schedule an appointment.
As you are contacting patients using the Treatment Manager List, you may want to temporarily remove a patient from the list because you have already made contact with them, or because you don’t want to contact them for a specific reason (such as an outstanding balance). You can temporarily hide patients from the list so you can continue working from the list to contact other patients.
To hide a patient from the list:
- From the Schedule, click the Treatment Manager button. Set you View options for the list and click OK to open the Treatment Manager window.
- Right-click the patient’s name you want to hide from the list.
- Click Hide Patient. The patient is removed from the list until the next time the list is generated.
For more information about using the Treatment Manager, see the various topics under Treatment Manager in Easy Dental Help, or read our previous tip, titled Boost Your Production with the Treatment Manager.
