Starting the Treatment Manager

Through the Treatment Manager you have access to vital patient information, including treatment-planned work and balance, payment, and insurance information. Having this information at your fingertips will help you determine whether to contact the patient through a letter, a phone call, or an e-mail message. You can start the Treatment Manager from the Schedule module.

To start the Treatment Manager

1.   In the Schedule toolbar, click the Treatment Manager button.

The Treatment Manager View dialog box appears.

2.   Set up a view for Treatment Manager, or click OK to accept the default view.

A message appears.

3.   To continue, click Yes.

The Treatment Manager window appears.

Note: Click The Treatment Manager toolbar for more information on the various options available to you through the toolbar.