The Treatment Manager window

Through the Treatment Manager you have access to vital patient information, including treatment-planned work, balance, payment information, insurance information, and so on. 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.

Once you contact the patient, you can easily make notes regarding the contact, create an appointment, or make changes to the patient’s treatment plan.

When you exit the Treatment Manager, any changes you make are saved to the list automatically.

The Treatment Manager window consists of the following elements:

·        Toolbar

·        List

·        Totals