Tuesday, July 15, 2014

Deleting Unused Continuing Care Types

Did you know that you can only delete a continuing care type if the type is not in use? If you try to delete a continuing care type that is still assigned to patients, you'll see an error message. Don't worry though. You can still delete the continuing care type by following these steps.

Create a temporary view:
  1. From the Appointment Book, click the Continuing Care button. The Continuing Care module appears.
  2. From the Continuing Care module, click Views > Temporary View. The Temporary Continuing Care View dialog box appears.

  3. Select the continuing care Type you want the list to include from the drop-down options (the type you want to delete) and select the With CC option.
  4. In the Due Date Span group box, the increments should be <ALL> to <ALL>.

  5. Make sure that all other filters are set to <ALL>.
  6. Click OK to load the temporary view.
This view contains a list of all patients currently attached to the type you want to delete. Use this list to open up individual patient's continuing care, and clear that type from their account.

Once you have cleared the continuing care type from each patient on the list, you can then delete it. 

To delete a continuing care type:
  1. From the Office Manager, click Maintenance > Practice Setup > Continuing Care > Continuing Care Setup. The Continuing Care Setup dialog box appears.

  2. Select the continuing care type you want to delete. Click Delete. A warning message box appears.

  3. If you want to delete the continuing care type, click Yes.
Want more information about ways to customize your continuing care system? We have an entire course dedicated to that topic at this year's Business of Dentistry Conference titled, Dentrix Continuing Care Clean-up

Visit businessofdentistry.com/dentrix for more information about the 2014 Dentrix Business of Dentistry Conference, including information on how to register for the conference, conference speakers and agenda, and a complete list of Dentrix courses being offered.

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