Rejecting an Opportunity

Even though we do not want to see rejected opportunities its important to manage our opportunities so we can focus on the ones that we can get booked in. Rejecting allows us to filter these opportunities out of the list and only see the relevant opportunities.

Normally users reject the attempted booking when a patient is not interested in booking open treatment, but your practice may have other reasons to set specific bookings as Rejected.

For example, Receptionists may "Reject" opportunities that they know are infeasible, as a means of identifying them for the Dentists to de-activate or delete from the Chart tab.

To Reject Care Manager open treatment plans / COTs

1. In Care Manager, select a listed open treatment or use CTRL-click to select multiple.

2. Click the Reject button.

3. Confirm Yes when prompted:

   Open

   

    

4. The status in the Status column changes to Rejected.

When you Reject an open treatment, it is not deleted, it is simply assumes the Status of Rejected. Rejecting does not affect the Course of Treatment.

Rejected opportunities don't by default display in the list.

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