Level 4
TXP Strategy and Daily Reporting
Optimizing Treatment Plan Presentations
Familiarize clients with TeamCare's Treatment Plan features, guiding them on how to present both same-day and deferred treatment plans to maintain acceptance rates.
(video)
Tasks
- Review at least three deferred treatment plans to understand common reasons for deferment.
- Practice presenting a same-day treatment plan with information from the TeamCare platform
- Use TeamCare insights to identify trends in treatment plan acceptances and deferments.
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Colin Ambler
