Viewing Opportunities

Care Manager is a tool for maximising practice revenue by targeting patients who have open (incomplete) treatment plans / courses of treatment.

Because these patients are a captive market, they provide an optimal return on your marketing effort.
Open treatments are targeted and listed if they haven't been booked within the next 3 months including:

Open treatments that haven't yet been booked at all,
Open treatments that are already booked, but for more than 3 months ahead of the current date - these represent opportunities for you to advance the booking date and secure earlier revenue.

To view Care Manager opportunities go to Administration->Care Manager

This will display all Opportunities and their relevant information including Patient Name, Provider Initials, Payor, COT Number, Last Updated date, Status, Assignee, Cost Value, UDA Value and Contact Information.

By clicking on the column headings you can order the values. For example you may want to see it by last updated date or highest value first.

You can use the Filter option to view and action certain types of opportunities.

The workspace Care Manager workspace icon can be used to see when opportunities need to be actioned and view the opportunities assigned to you.

If the lightbulb icon is red then there is an opportunity assigned to you that needs actioning. You can click on the arrow next to the icon to see the opportunities assigned to you.

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