Care Manager helps solve this problem by providing visibility of outstanding treatment plans, allowing the practice to identify and convert, to take full advantage of this currently untapped potential.

Care Manager uses a new dashboard within EXACT that enables users to view, prioritise, track, assign and, ultimately, book outstanding treatments. By displaying planned treatments that have no corresponding booked appointments, users can manage the flow of outstanding treatment plans, allocating specific communication actions to individual opportunities. Users receive an automatic alert when they are assigned an opportunity, from where they can click through to view the treatment plan.

The manager can log all communication with the patient into the Care Manager module and set dates and alerts when further communication needs to be made. Progress notes, added as a commentary to each opportunity facilitate full visibility of the status of every opportunity, enabling the manager to assess the likelihood of treatment uptake at any time. When a patient is ready to book, this is easily done straight from the Care Manager dashboard, with no need to shuffle between different screens.

Care Manager is the next step in ensuring good practices turn into great businesses. By realising the value in your outstanding treatment plans, you can improve patient care, delivering better outcomes and turning potential revenue into actual income.

Previous blog
Book in for a FREE business health check
Next blog
Brushlink integrates with EXACT to improve oral health
SOE Blog

Latest Post

Communication, Practice Management, Dental Software, SOE - Exact, Blog, Featured Posts

Success is for life!

02 March 2021
Since its launch four years ago the Customer Success Programme has become Software of Excellence’s very own success story. With some 2,500 practices.  
Read more

NHS, NHS Practice, Blog

Supporting you achieve your 45% target for NHS practices

15 January 2021
Reaching the 45% NHS target will be a challenge during this national lockdown, but we are here to help you. SOE has helped practices achieve targets.  
Read more

Marketing, SOE - Exact, Blog

Keeping in touch with your patients during lockdown

15 January 2021
Patient communication is one of the most important areas in practice life and has become even more significant throughout the course of the pandemic..  
Read more

Email, Marketing, Blog

Patient Communication

30 November 2020
Encouraging patients back to practice Guy Meyers, Customer Success & Marketing Director, Software of Excellence  
Read more