How Andre Recalls Patients in Shared Care with Orthodontists or Periodontists With Eaglesoft
Do you want a simple way to reactivate patients who are in “shared care” with an Orthodontist or Periodontist?
Consider using the Recall Notes field. That’s the “box” in the upper tight side of the Edit Patient screen.
In the Recall Notes field, enter the specialist’s name (example: “Orthoworld”). Do this for all patients who share care with a specialist.
To get a list of these patients,
- Go to Activities>Practice Management>Monet Finder. In the Recall Note Includes field enter “Orthoworld” (or whichever specialists you’re searching for).
Process Money Finder and you will generate a report of all Patients who are in treatment at Orthoworld. Of course you can use filters, exclude patients with appointments and now you have a list of all the Orthoworld Patients who are not scheduled for recare.
DISCLAIMER:
This is a resource guide and all decisions on each dental office setup should remain the sole decision of the dentist/owner of the practice. Eaglesoft is a registered trademark of Patterson Dental Company. All other software or products mentioned are the property of their respective owners. Although Andre Shirdan was an employee of Patterson Dental, he is not associated with Eaglesoft or Patterson Dental Company or endorsed by Patterson or any other Company Mentioned in this blog.
