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Having a convenient way to check statistics
on new patients can allow you to evaluate
the effectiveness of your new patient exam
and ultimately, greatly increase the
conversion of those patients into treatment.
As a Treatment Coordinator I want to ask, Of
the new patients that I saw last month, how
many were not ready for treatment and were
placed on recall, how many were ready for
orthodontic treatment, what type of
treatment and fees were discussed, how many
scheduled to begin orthodontic care, and how
many will call back? Ortho II now has a
custom report that allows easy tracking of
all this information. This report is an
adaptation of the Kept Procedures Report. It
lists patients seen for exams, their current
status, and the fee that was proposed at the
new patient exam. (This report can be used
whether you decide to track the proposed fee
or not. If you have not typed a fee on the
Responsible Party tab, that column will
remain blank.) The report and instructions
for adding it to your system are available
from
www.OrthoII.com/Support/ReportRepository.
To include a proposed fee on the report
you will need to define the Responsible
Party User Defined field as Fee. Do this
from the ViewPoint Main Menu: Go to System
Tables and click on System. Click on User
Defined Fields, highlight the field next to
resparty userdeftext1and type the word Fee.
Then, when a fee is discussed with a new
patient, you would simply go to the
Responsible Party tab of their Patient
Folder and enter in this field the amount
that was discussed.
Then to run the report, from Main Menu:
Click on Reports, Appointment (or the folder
you saved this report to, if different), and
double-click the New Patient Tracking
Report. Select the procedures that are used
in your office for new patient exams. You
may also want to include Pre-Treatment
Recall, Recall Ready, Pre Phase Two Consults
or any procedures in which treatment may
have been proposed. Finally, select the
appropriate date range and print the report.
The information gathered on this one
report will help you evaluate your new
patient treatment conversion, including
potential income that has been proposed but
not scheduled, and alert you when a more
consistent follow up system for all pending
treatment might be helpful. This report will
also clearly show when improvements to your
new patient process start resulting in
increased new patient conversions.
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Page last updated on
Monday, November 06, 2006 01:22 PM.