Tuesday, September 22, 2015

Adding and Editing Continuing Care Views

The Dentrix Continuing Care module gives you the ability to see patient continuing care information in a variety of different ways. A key component not only of viewing this information, but being able to use it as an interactive list to contact patients, is creating views which show you specific groups of patients. The Continuing Care Views Setup dialog box allows you to create customized lists of patients, based on filtering criteria.

By default, Dentrix comes with the following continuing care views:



Note: The defaults may have been changed since the installation of Dentrix and as a result, the list of views in your office may not match what is shown here.

In addition to the default continuing care views, you can add and edit continuing care views to create views that meet your specific needs.

To add  a continuing care view:
  1. From the Appointment Book, click the Continuing Care button. The Dentrix Continuing Care window appears.
  2. Select the Views menu and click Continuing Care Views Setup. The Continuing Care Views Setup dialog box appears.
  3. Click New to add a continuing care view. (Or, select an existing continuing care view and then click Edit to edit the view.) The New/Edit Continuing Care View dialog box appears.


  4. In the View Name field, enter a name for the view.
  5. Set up desired filters:
    1. Type - To view all continuing care types, leave <ALL> selected in the Type list. To display a list for only one continuing care type, in the Type list, select the desired type.
      • Select With CC to view patients who have an assigned due date for the selected continuing care due type.
      • Select Without CC to view patients who have not been assigned the selected type.
    2. Status - To view patients with a certain continuing care status in their Status field, select a desired status. Leave <ALL> selected to include all statuses.
    3. Sched Appt? - You can filter the list according to whether a patient has continuing care scheduled.
      • To view patients due for continuing care, both with and without a scheduled appointment, leave <ALL> selected in the Sched. Appt? field.
      • To view only patients with an attached appointment, select Only WITH.
      • To view only patients without an attached appointment, select Only WITHOUT.
    4. Due Date - To view patients by a filtered due date, choose Use Due Date Range or Use Due Date Span.
      • To generate a list for a specific range, select Use Due Date Range. Enter the date range you want to see.
      • To generate a list for a generic time span (such as one month), select Use Due Date Span and set the span in the Before and After fields.
    5. Billing Type - To filter the list by patient billing type, under Billing Type, click the From field search button to select the beginning billing type for the range. Click the To field search button to select the ending billing type for the range.
    6. Prior Treatment Date - You can filter the list by the patient's continuing care prior treatment date. Under Prior Treatment Date Span, enter a date span in relation to today's (or the set) date. The date you set here looks at the date the patient was last seen for the continuing care reason.
    7. Last Treatment Date - To filter the list by a last visit date span, enter a date span in relation to today's (or the set) date in the Last Visit Date Span field. The date you set here looks at the date the patient was last seen for any reason.
    8. Provider - To filter the list by a provider, range of providers, or all providers, under Provider, click the From field search button to select the beginning provider for the range. Click the To field search button to select the ending provider for the range. 
  6. The Sort Order field allows you to define how the list organizes its information. To change the sort order, highlight the option you want to re-order and use the Page Up or Page Down button on your keyboard to move the highlighted option up or down in the list.
    Note: The Sort Order field looks at the sequence of options in the field to organize the view in tiers. The view groups patients together according to the first option listed. Then within that group, the view will sort the group according to the second option listed, and so on.
  7. Click OK to save the view
Once you have created a view, use the information it displays to contact patients about their overdue continuing care and schedule appointments.

For more information about using the Continuing Care module in Dentrix, attend one of the following courses offered at this year's Business of Dentistry Conference
  • Dentrix Continuing Care Basics - learn the importance of an effective continuing care program and how to set up and manage continuing care for individual patients
  • Dentrix Continuing Care Clean-Up - learn how to effectively track your patient recall efforts to be more productive
  • Dentrix Continuing Care from the Hygiene Chair - learn how to involve the chairside team in basic recall functions

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