Automatic daily list for recare appts and unscheduled treatment
A automatic list that pulls from continuing care and unscheduled treatment plans every day to give the front office a constant reminder of who is due/overdue for recare (and unscheduled) or has an unscheduled treatment plan by date, a list that will give options of due today, overdue by 1 month, 2 months, etc.
Thanks for the request.
allow a merge field to actually include the actual due date in the future or if it has passed.
This is a great idea and could be easily utilized by the front desk, hygienists, or assistants when hunting for someone to fill a same-day cancel (or just to schedule in a timely manner and break down the bigger recall lists into manageable sections - I manually do this by updating the continuing care after I've contacted someone and noting it in their journal so I don't cross-call when I'm looking at the treatment planner list - wish they were one and the same sometimes).