Care Manager is a tool for maximising practice revenue by targeting patients who have open (incomplete) treatment plans / courses of treatment.
(Available from EXACT v12.9, originally called "Opportunity Manager". Renamed in v12.10 to "Care Manager".)
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.
Care Manager automatically generates a list of possibilities where practitioners can identify, track, and prioritise open treatments, and then contact patients by phone to book appointments for these treatments: